Financial ProfessionalsNow more than ever, financial professionals must work smarter to acquire new clients, gain additional assets under management and to develop mutually beneficial relationships with other wealth planning professionals. 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, financial advisors and CPAs.
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.
Our greatest differentiator, relative to whatever methodologies you currently employ to build productive working relationships, is that we provide a credible and objective 3rd party endorsement of you and your firm.
We are able to provide unique insight into:
- How estate planning attorneys think;
- Why they partner with some advisors and not others; and
- The tools and added credibility necessary to help open the doors of estate planning attorneys and CPAs.
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 CPAs 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 Credibility: 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 wealth planning professional.
Don’t miss the opportunity to build these sought-after relationships and effectively address your client’s desire to have their wealth advisors working in unison.
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.