Client Care Academy
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Together with you, we want to transform the estate planning culture. We want to provide clients with
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
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
Click here to claim your Sponsored Listing.
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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 |
