Client Care Academy
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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.
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
Click here to claim your Sponsored Listing.
Category
Address
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 |
