CPA-and-Accountants

The tools to help you succeed.

"Since joining The Advisors Forum our practice revenues have increased 60%. I believe that the additional knowledge base and marketing tools provided by the Advisors Forum are the reasons for our new success."

- Stephen J. Livens, CPA, Esq., Financial Advisor | Bedford , Texas

CPAs & Accountants

Your clients are inundated with confusing messages about planning, and that confusion can stop them in their tracks. Business owners have to function in an uncertain environment. Competition is tough, tax laws are constantly changing, and more than ever business owners need a trusted professional to guide them through the complex maze of the Internal Revenue Code.
 
Your reputation as a trusted tax professional engenders client loyalty and bridges the “trust gap” with prospects. But a steady pipeline of referrals from respected professionals in the legal and financial planning professions can make the difference between a firm that pays the bills and one that successfully sets itself apart from an increasingly crowded field of competitors. WealthCounsel is here to help.
 
WealthCounsel is one of the largest and most respected estate planning organizations in the United States, comprised of thousands of estate planners, CPAs, accountants and financial advisors.
 
WealthCounsel connects you with the most active, business-minded network of professional wealth advisors while supplying a steady stream of relevant education and communication pieces that will arm you with the resources needed to promote effective collaboration and business reciprocity.
 
As a member of WealthCounsel, you gain access to proven development resources to help you serve clients more completely and grow your practice.

We will help you:

Bridge The Relationship Gap: Leverage the WealthCounsel name to open new doors of established estate planning attorneys, earn trust by sharing your expertise and enhance your creditability with a CCA designation.
 
Distinguish Your Practice: Your ability to deliver “real value” further differentiates you from your competition. Host monthly study groups utilizing our webinar content on topics relevant to attorneys and advisors and while offering them continuing education credit, positioning you as the “go to” resource within your market.
 
Create Top-of-Mind Awareness:  Nurturing relationships with your referral network is simplified by becoming a valuable resource on our listserv and distributing topical branded e-newsletters written by attorneys for attorneys.
 
Create Added Visibility and Creditability:  The on-line member directory allows you to be listed among other prominent client-centered wealth planners who are committed to a team approach to wealth planning.  This is also the place to be seen when American families visit www.estateplanning.com looking for a trusted CPA or accountant.
 
Let WealthCounsel support your commitment to competence, diligence and due care.
 
To preview how we can partner with you and contribute to your success, contact a Membership Consultant or call us at 888-659-4069, ext. 819.