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Create, Launch and Scale a Successful Client Continuity Program
CREATE AND LAUNCH A SUCCESSFUL CLIENT CONTINUITY PROGRAM.
Welcome to a transformative journey designed for estate planning attorneys. Our masterclass, “Creating and Launching a Successful Client Continuity Program,” is more than a course—it’s a pathway to revolutionizing your practice. Developed by experienced estate planning professionals, this program guides you in building lasting client relationships and achieving financial consistency.
Whether you’re starting from scratch or enhancing an existing program, we provide the tools, strategies, and real-world insights needed for success. Join us and become part of an elite group of attorneys who prioritize client value and business growth.
PROVEN STRATEGIES FROM THE TRENCHES
Learn directly from seasoned attorneys who have successfully managed a continuity program for nearly 1000 enrolled families.
✓Apply real-world strategies that are tested and effective, ensuring practical and applicable learning.
COMPREHENSIVE CLIENT CARE MODELS
Gain insights into various continuity models such as Annual Maintenance Programs, Client Care Programs, and Legacy Clubs.
✓ Equip yourself with the knowledge to choose and customize the right model for your firm’s unique needs.
FINANCIAL GROWTH & STABILITY
Understand how to transition from unpredictable revenue to a stable and predictable financial model.
✓ Achieve financial peace of mind with a consistent and reliable income stream, enhancing your firm’s long-term sustainability.
CLIENT RETENTION & SATISFACTION
Discover the art of building and maintaining lasting client relationships.
✓ Increase client loyalty and retention, turning your clients into long-term partners and advocates for your firm.
STEP-BY-STEP IMPLEMENTATION GUIDANCE
Receive detailed instructions on structuring, pricing, and launching your Client Continuity Program.
✓ Follow a clear, step-by-step guide to effectively implement and manage your program, avoiding common pitfalls and obstacles.
Craig R. Hersch is the go-to National Practice Development Expert for truly entrepreneurial & ambitious estate planning attorneys. He almost single-handedly created the innovative, trademarked processes The Family Estate & Legacy Program® and The Estate Settlement Program®, The Advanced Planning Expander™ and The Transitional Event Sequence™.
These unique processes, designed to provide clients with comfort and clarity when navigating the complex legal, tax and financial concerns associated with planning and administering an estate, are innovative game-changers that can’t be compared with anything else out there.
Michael B. Hill is a partner at Sheppard Law Firm. Michael is a Florida Board Certified Will, Trusts & Estates attorney concentrating his practice in estate and wealth preservation and business succession planning.
Michael has extensive tax, legal and technology skills, enabling him to create unique plans for meeting client’s individual and family needs.
FULL DAY OF LEARNING & COLLABORATION
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