Typical Yearly Practice Enhancement

“Capitalize on the results from your assessment – a marketing booster shot for your practice to drive new advisor and client relationships for firm revenue.”

As contracted:

• FamilyCare™ workshops (one per month)
  • Community Education Events
  • Grateful Client Events
  • Client Appreciation Events
• Counselor Days in your office (one per month)
• One day of Multi-Disciplinary Team Training
• Sponsored CE events for professional alliances
• Practice Developer Programs
• Custom designed solutions