Increasing Popularity of Client Maintenance Programs Among Estate Planners

When WealthCounsel conducted its 3rd Annual Industry Trends Survey, nearly 1/3 of estate planners said that they would like to add “client maintenance programs” to their business model. Such programs provide certain services on an annual basis as a method of keeping clients engaged with the firm. For firms that have already implemented client maintenance programs, only a small fraction of firm revenues are attributable to the programs.  However, most firms plan to continue the programs nevertheless, hoping for future growth.

For more information, including details on individual firm programs, see Client Maintenance Programs: Not a Significant Revenue Source — Yet, ElderLawAnswers, June 1, 2010.