Download Debra Taylor's Carson Wealth "Annual Service Calendar" and "3 Lane Highway One-Pager" below, and check out "Growing To $500M AUM With An Evergreen HNW Client Service Calendar For Evergreen Fees: #FASuccess Ep 470 With Debra Taylor" on how she has developed a client service calendar for her high-net-worth clients that allows her to close more new business and retain more clients by demonstrating the value her team provides throughout the year in return for the fees her clients pay.