Client Care Academy

Client Care Academy Together with you, we want to transform the estate planning culture. We want to provide clients with

We want to provide clients with service that stands out for its excellence, leadership and integrity, but most importantly, service that takes care of families. Together, we can create effective, profitable and sustainable client care programs that take care of clients, keep estate plans updated, and generate predictable recurring revenues that help your business grow.

Consistency pays off—in relationships and revenue. Discover the impact of a client care program. 💡✨ Want to learn how to...
12/16/2024

Consistency pays off—in relationships and revenue. Discover the impact of a client care program. 💡✨

Want to learn how to get started? Sign up for our 2025 March CCA Workshop.

Details:
📅 March 6-7, 2025 | Hyatt Regency, Boston
💸 Early Bird Pricing: $13,495 (expires 12/31/24)
💼 Includes up to 3 attendees from your firm

👉 Register Now! https://loom.ly/H4Rp6uk

The 2025 Client Care Academy Workshop is your chance to learn how to create a customized client care system that drives ...
12/05/2024

The 2025 Client Care Academy Workshop is your chance to learn how to create a customized client care system that drives recurring revenue and strengthens client relationships.

What you’ll gain:
Proven strategies for client retention
Tools to build a sustainable, profitable program
Insights to increase your firm’s growth
Don’t miss out—register today and take advantage of early bird pricing!

Workshop Details:
📅 March 6-7, 2025 | Hyatt Regency, Boston💸 Early Bird Pricing: $13,495 (expires 12/31/24)💼 Includes up to 3 attendees from your firm

👉 Register Now! https://loom.ly/H4Rp6uk

How has implementing a Client Care Program impacted Joshua Dorcey’s firm? With 650 families enrolled and seven figures i...
12/02/2024

How has implementing a Client Care Program impacted Joshua Dorcey’s firm? With 650 families enrolled and seven figures in revenue, the results speak for themselves.

Learn how CCA can help your firm generate predictable recurring revenue and achieve lasting success.

Visit https://loom.ly/Vni6R2E and start improving your client care today!

Skip the in-store shopping this Black Friday and invest in your firm’s future! 🌟Join us for the Client Care Program Work...
11/29/2024

Skip the in-store shopping this Black Friday and invest in your firm’s future! 🌟

Join us for the Client Care Program Workshop in March 2025, where you'll learn how to create a customized client care program that builds stronger client relationships and drives revenue growth.

📅 March 6-7, 2025 | Hyatt Regency, Boston💸 Early Bird Pricing: $13,495 (expires 12/31/24)💼 Includes up to 3 attendees from your firm

What you’ll gain:
Proven strategies for increasing revenue and deepening relationships
Tailored systems for asset alignment and client care
Resources for long-term success

👉 Register today and lock in your early bird savings! Click the link to secure your spot. https://loom.ly/H4Rp6uk

When you focus on the people, the business follows. A client care program helps you build lasting relationships, ensurin...
11/22/2024

When you focus on the people, the business follows. A client care program helps you build lasting relationships, ensuring steady, recurring revenue.

Ready to take your client care to the next level?
Join us at our next workshop in March 2025 and learn how to create a customized client care program for your firm.

Register Now 👉 and save with early bird pricing https://loom.ly/H4Rp6uk

Why does Cameron Jones trust a Client Care Program in his firm? It’s simple—personalized care that drives results. By im...
11/22/2024

Why does Cameron Jones trust a Client Care Program in his firm? It’s simple—personalized care that drives results. By implementing a Client Care Program, he was able to enroll 1,300 clients and generate seven figures in revenue.
Is it time to boost your firm’s client relationships and create predictable recurring revenue? Visit https://loom.ly/Vni6R2E to find out how the Client Care Academy can help.

At the Client Care Academy, we believe in fostering relationships that matter. Join us for our upcoming workshop on Marc...
10/04/2024

At the Client Care Academy, we believe in fostering relationships that matter. Join us for our upcoming workshop on March 6-7 in Boston to learn how to create a customized client care program that truly serves families.

👉 Click here to register now! https://loom.ly/H4Rp6uk

Registration is now open for our upcoming Client Care Academy Workshop on March 6-7 in Boston! Don’t miss out on our Ear...
10/01/2024

Registration is now open for our upcoming Client Care Academy Workshop on March 6-7 in Boston!

Don’t miss out on our Early Bird Pricing of $13,495.

What we cover:
✅ Introduction & Overview
✅ Pre-Systems for Creating Your Customized Client Care Program
✅ The Seven Sources of Revenue

Together with your team, you’ll have the opportunity to create your very own customized client care program—name it, price it, and prepare to introduce it to both current and former clients!

👉 Click here to register now! https://loom.ly/igo5DFc

Did you catch Vinnie at the WealthCounsel, LLC Symposium yesterday? He, along with Josh Dorcey from Dorcey Law Firm and ...
09/26/2024

Did you catch Vinnie at the WealthCounsel, LLC Symposium yesterday? He, along with Josh Dorcey from Dorcey Law Firm and Cameron Jones from LifeGen Law Group, presented a session on Unlocking the Success of Your Client Care Program: Establishing, Maintaining, and Maximizing its Profitability.

If you missed the session but want to learn more about creating a Client Care Program, visit us online: https://www.clientcareacademy.com/

Heading to the 2024 WealthCounsel, LLC Symposium this week?Be sure to stop by the Client Care Academy booth! Our team wi...
09/23/2024

Heading to the 2024 WealthCounsel, LLC Symposium this week?

Be sure to stop by the Client Care Academy booth! Our team will be there to chat about our upcoming Client Care Academy Workshop (more details coming soon!) and answer any questions you have about creating and maintaining a profitable and successful Client Care Program.

Can't wait? Learn more here: https://loom.ly/Oaq0gbE

We know we've been quiet on our social pages, but we're back and excited to share more valuable content with you. Kickin...
09/16/2024

We know we've been quiet on our social pages, but we're back and excited to share more valuable content with you.

Kicking it off, we're thrilled to announce that Vinnie Bonazzoli will be presenting at this year's 2024 WealthCounsel, LLC Symposium along with Josh Dorcey and Cameron Jones, who both have successful Client Care programs.

Vinnie, Josh, and Cameron will be breaking down what makes a profitable and successful Client Care Program.

Learn more here: https://loom.ly/OIlss84

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6 Kimball Lane, Ste 340
Lynnfield, MA
01940

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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