Using Business Maintenance Plans to Retain Clients

05 Oct 2017
11:30 am - 12:30 pm

Using Business Maintenance Plans to Retain Clients

Have you ever wondered what happened to all of the business entities you helped your clients create over the years? Typically, as transactional lawyers, we wait for the business owner to call us when they need something else. How many of us are still waiting for the call? In the meantime, we find another entrepreneur with a dream and a need for a new entity and start the cycle over again.

Learn how to transform your business practice from a commoditized, transaction–based model to a high value, trusted advisor–based model by implementing a business maintenance program.

Doug will teach you how to increase the service and value you provide to your clients and their advisors as well as generate additional, recurring revenue.

This session will address (1) Getting started (2) Marketing to existing clients (3) Gaining new clients and (4) Day to day operation of the program. Don’t miss this great opportunity to catapult your business practice forward!