Four Steps to Branding Yourself as a Trusted Advisor – and Winning Lifelong Clients
By: Mark Powers & Shawn McNalis, Atticus, Inc.
Given the delicate balance of power that exists in the attorney client relationship, the responsibility is yours: you must invest time in them before they’ll invest their trust you.How do your clients view you? Where are you in the four-step process of branding yourself as a trusted advisor in your practice?
To learn the questions you should be asking yourself, please fill out the form below.
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WealthCounsel Quarterly, Volume 16, No. 1—Asset Protection
This issue of the WealthCounsel Quarterly focuses on asset protection considerations and strategies. It also invokes vibrant discussion within the member community.Learn More
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This issue of the WealthCounsel Quarterly will spur fruitful conversations with your small business clients that will result in positive outcomes for their businesses.Learn More
WealthCounsel Quarterly, Volume 16, No. 3—Advanced Estate Planning
This issue of the WealthCounsel Quarterly will assist you in implementing optimal planning for your clients considering the changes necessitated by the SECURE Act, the expected reduction of the estate and gift tax exemption amount, and the uncertainties associated with the current economic environment.Learn More