One of the advantages of becoming a WealthCounsel member is the opportunity to establish broader geographic awareness of each member's area (or areas) of specialization, and therefore create greater brand exposure that can help build their practice.
To qualify for admission to the Speakers Bureau, WealthCounsel members must meet the following criteria:
Current WealthCounsel member for at least 1 year.
At least five years experience in the estate planning profession.
A member in good standing of your state bar association.
At least 3 previous speaking engagements to an audience of professionals on the topic of expertise (Note: Seminars to clients/consumers do not quality for this criterion).
Ability to provide references (if requested from the organization seeking a speaker) from individuals who have attended your speaking engagements.
Professional organizations such as the National Association of Estate Planners and Councils (NAEPC), the Financial Planning Association, the Society of Financial Service Professionals, National Association of Insurance and Financial Advisors (NAIFA), CPA groups, insurance-related organizations, financial brokerage houses, county bar associations, and various civic groups often have the need for guest speakers on estate planning topics at their meetings or events. WealthCounsel is pleased to offer the expertise of its members who may be available for such speaking opportunities.
For Those Seeking a Speaker on an Estate Planning Topic
If you know of an organization in need of an attorney guest speaker, the first step is to download and complete the Speaker Request Form, and follow the instructions for submission. Someone from WealthCounsel will contact you to recommend a WealthCounsel speaker in your geographic area, or a speaker with expertise on the requested topic.
Actions We Are Taking To Build Awareness of Our Speakers Bureau
The WealthCounsel Speakers Bureau page on our website is “search engine optimized” and typically appears in the top-ranked position on Google under the search phrase “estate planning speakers bureau.” In addition, the WealthCounsel staff continues to maintain close relationships with professional membership organizations such as the National Association of Estate Planners and Councils (NAEPC), the Financial Planning Association, the Society of Financial Services Professionals, and other groups that may need speakers for their conferences or local chapter meetings.