Are you looking to create a customized, profitable, and sustainable maintenance program for your clients? If so, this book is a must-read. Attorney Vincent Bonazzoli is not only a thought leader in estate and elder law but has created a customized client care program, with approximately 500 families and over a 90% annual renewal, that has generated recurring revenue while taking care of families in a unique and satisfying way. This book takes you on his 27-year journey to transform how estate planning services are delivered-to take care of the client and their family when it matters most. In the face of the growing push to commoditize estate and elder law planning services, Bonazzoli has found a pathway for attorneys who want to become trusted advisors to their clients and families, at the same time relieving the financial and cash flow burdens of operating a profitable law firm. This book creates a paradigm shift for the estate planning law firm and their clients and dismantles the dogmatic legal training, education, and social media propaganda that has turned estate and elder law planning into an impersonal transaction. It also shows how the only way to truly take care of the client and their families is to create-and maintain-a meaningful lifetime relationship with them.
Are you looking to create a customized, profitable, and sustainable maintenance program for your clients? If so, this book is a must-read. Attorney Vincent Bonazzoli is not only a thought leader in estate and elder law but has created a customized client care program, with approximately 500 families and over a 90% annual renewal, that has generated recurring revenue while taking care of families in a unique and satisfying way. This book takes you on his 27-year journey to transform how estate planning services are delivered-to take care of the client and their family when it matters most. In the face of the growing push to commoditize estate and elder law planning services, Bonazzoli has found a pathway for attorneys who want to become trusted advisors to their clients and families, at the same time relieving the financial and cash flow burdens of operating a profitable law firm. This book creates a paradigm shift for the estate planning law firm and their clients and dismantles the dogmatic legal training, education, and social media propaganda that has turned estate and elder law planning into an impersonal transaction. It also shows how the only way to truly take care of the client and their families is to create-and maintain-a meaningful lifetime relationship with them.
