Your work ethic, education and training, ability to navigate the complexities of your profession, skills in handling client challenges, and your entrepreneurial spirit are essential elements to your professional success, but a complete system of tools and support can make the critical difference in today’s competitive and uncertain environment.
Practice excellence by investing in our 5 Criteria of Practice ExcellenceWealthCounsel provides tools to equip you to create a successful, profitable, and rewarding practice, enabling you to change your clients’ lives for the better. Membership in WealthCounsel helps you leverage your busy schedule and increase your success.
The WealthCounsel community includes thousands of estate planning attorneys, business planning attorneys, financial planning professionals, and CPAs who are committed to an interdisciplinary, client-focused approach.
Imagine being a part of an association that allows you to tap into the collective wisdom of highly respected professionals, relevant continuing education, and the support to grow and sustain a highly sophisticated practice. WealthCounsel combines personalized support, technology, marketing, continuing education, and a collegial community of respected professionals to give our members confidence and support. We can safely say there is no other organization that provides a vibrant community and complete system of tools to power your success.
To preview how we can help you build up your practice, contact us at 888-659-4069, ext. 819.
The Five Criteria for Practice Excellence™
WealthCounsel's document drafting technologies enable attorneys to create the highest quality, custom-tailored legal documents in a fraction of the time. We combine our dedication to proven and compelling legal strategies with a commitment to make complicated documents understandable—by the client and by other professionals.Learn More
Since 1997, WealthCounsel has fostered a vibrant community of like-minded professionals. The WealthCounsel member community represents an immense base of collective wisdom. As a member, you no longer have to practice in a vacuum. Instead, you become part of a truly collegial community of professionals who are committed to the highest standard of practice excellence and who consistently support and counsel each other.Learn More
WealthCounsel provides the tools you need to consistently and effectively grow your practice. Through The Advisors Forum, you will join a collaborative network of accountants, CPAs, financial planners, insurance professionals, attorneys, and professional fiduciaries committed to working together more productively while learning how to serve clients more effectively.Learn More
In delivering on our mission to WealthCounsel members, we believe that education must not only be substantive and compelling, it should be actionable. WealthCounsel educators have a knack for presenting complex topics in understandable ways, and, when possible, our courses highlight drafting solutions to address legal strategies.Learn More
WealthCounsel is a professional practice development company that is comprised of professionals that serve professionals. Empowered and motivated to help our members make a difference in the lives of their clients, we understand that when support is needed, we are here to help.Learn More