Active Roster



The Client Care Foundations Workshop™

Save the date for our next workshop! October 24-25, 2019 at the Hyatt Regency Orlando International Airport hotel in Orlando, FL.

The Foundations Workshop is a one and a half day workshop that will take you through the basic steps and systems you need to start your client care program. You’ll come away with everything you need, including a one-year implementation roadmap to generating recurring revenue while providing your clients and their families with the protection that you know they need.

You'll learn how to:

  • Create and price your own customized, sustainable and profitable client care program
  • Effectively communicate the value of the client care program to clients and referral sources

Here are some of the topics we’ll cover in the Foundations Workshop:

  • How To Create A Client Care Program And Integrate It Into Your Practice
  • Examine Your Current Process – And What It Could Be
  • The Seven Sources Of Revenue From A Client Care Program
  • Step-By-Step Approach To Implementing A Client Care Program
  • You Have Always Wanted to be the Trusted Advisor
  • How to Convert Existing Clients to Become Members of the Client Care Program

Reserve your space for the October workshop!

The cost for the Foundations Workshop is $7,995 (for two people), and a $500 materials charge for each additional person. We encourage you to bring team members!

For the Foundations Workshop, please use the registration form below. Any questions, call or email

In addition to the one and a half day workshop, you’ll receive:

  • Two webinars in preparation for the Foundations Workshop
  • Three follow up coaching calls.

To get your best value – register today!