Earning and keeping clients during a pandemic

By collaborating, we can chart a plan for WealthCounsel to support you in building a resilient, thriving legal practice amidst global anxiety.

For more than 20 years, WealthCounsel members have connected with each other and provided estate and business planning services within their respective communities across the country. Today, we invite members to come together in virtual Task Force groups to collect the best business ideas for estate planning practice development and continuity during economic concern.

A few things to note:

These Task Forces begin next week and are free to attend. Please sign up by 8 PM EST on Wednesday, March 18.
  • Each virtual, 45-minute Task Force group will have approximately 12 members (we will open as many groups as necessary).
  • A WealthCounsel representative will facilitate each Task Force group.
  • We will take the best ideas from throughout the country and create a COVID-19 Market Response Kit to provide every member of the WealthCounsel community—at no charge.

Complete the form to collaborate with us.