Personalized Member SupportWealthCounsel 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.
When questions arise, we have a dedicated support team that is comprised of legal, technical and Practice Facilitators who provide the personal touch and are here to assist you at every turn, as you navigate the breadth of resources WealthCounsel offers. Some organizations in our industry charge up to $200 per hour and require a $100 minimum per support incident. We don’t charge members for support, and we never will.
Establish short- and long-term goals for your practice, and our team of Practice Facilitators will help you leverage WealthCounsel’s resources to meet and exceed your goals. If you ask, we’ll help you come up with concrete mileposts to measure the success of your practice.
The golden ruleWhether you are developing relationships with your clients, or just dealing with every day business interactions in your personal life, you know and understand the value of superior customer service.
You may have received a personal expression of gratitude from a client, thanking you for your warmth and concern. Or maybe you recall a particular experience that left you feeling cared for and understood.
That kind of treatment creates loyalty. It creates raving fans. It creates referrals.
WealthCounsel subscribes to that same philosophy. Our members are our friends, and they count on us to keep our promises. We don’t take that responsibility lightly, and we expect to make every member a raving fan.
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.