Crystal Hawk, J.D. and Joseph D. Welch, J.D., Cary, Welch, Hickman & Hawk, L.L.P.
For many attorneys, growing their business and profits while sustaining lasting client relationships is the ultimate reward. Achieve this level of success in your practice by providing maintenance plans to your clients. A maintenance plan allows you to be proactive when providing services to your clients and keeping their plans up-to-date.
In this webinar, we’ll show why you should provide a maintenance program and how to design and implement the program. You’ll learn the types of maintenance program(s) best suited for an elder law practice and then choose those that will work for your practice.
This presentation will be available on the date listed above. Register below to be automatically notified when the presentation is available.
Advantages to the client of a maintenance program
Advantages to the attorney of providing a maintenance program
Types of maintenance programs
Setting client expectations
Creating a maintenance conference invitation letter
Preparing your client for the conference
The Member Benefit Series provides a brief overview of key member benefits that you can use to simplify and streamline your practice. Each webinar is geared to target one or a few member benefits, with tips and tricks to help you implement these tools quickly into your practice, and to provide you these tools within a 30 minute timeframe, so that you can more easily add these into your schedule!