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HCAA Member Development Call | October 26, 2023 | 10:00 AM – 12:00 PM CST

October 26, 2023 @ 10:00 am - 12:00 pm


Robin Brothers



Keeping and Culling Clients: How to Choose, presented by Jean Caragher, Capstone Marketing. 2 Hours of CPE Available.


Does your firm have more clients than it can manage?

Do you devote less time to your “A” clients because your “D” clients demand more attention?

Do you accept new clients you know aren’t a fit for your firm?

Attend this customized workshop for HCAA members and learn:


  • How to measure the impact of client retention on your bottom line.
  • Practical client retention strategies you can apply at your firm.
  • How to analyze your client base and identify the clients for culling.
  • How and when to transition clients out of your firm.
  • The influence client retention has on staff retention and the war on talent.

The price for the virtual workshop will be $120.00

Please register here

Once your payment has been processed, you will receive a Calendar invitation and  Zoom Link to attend the meeting.

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