What an amazing experience we had at last week’s Client Care Academy Foundation Workshop! Our thanks to all who attended, and to partners WealthCounsel and ElderCounsel. We were delighted to have Patrick Carlson, Manager of Practice Development, and Yvonne Olivere, Manager of Legal Education, from WealthCounsel, join us for two days of intense learning. We
Read More...This week we are gathering with a large group of estate planning attorneys and team members in Orlando Florida for the Foundations Workshop, presented with WealthCounsel and ElderCounsel. We’re excited about bringing our message and our program to this group. If you’re wondering why they are taking two days out of their busy, post-summer schedule
Read More...
As estate planning attorneys, we often advise clients on business succession. We always tell them to start planning early, and then we discuss the many different options for the future of a successful business. What about our own practices? For attorneys who are starting to think about their exit strategy, a client care program is
Read More...What draws estate planning attorneys to client care programs? Sometimes, it’s cash flow. At this point in the fiscal year, you should have a clear picture of how your firm did in 2018. By the way, don’t be taken in by the level of activity in the office, whether you have a handful of needy
Read More...
