Find your competitive edge

Want to grow your practice? Improve your marketing? Win new clients and keep them happy? Your WealthCounsel membership offers a host of practice development programs to help you master the business of building and running a healthy practice.

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Legal Marketing

Grow your practice

Legal Marketing Solutions:

  • Legal Marketing Quick Start Program
  • Peer Accountability Groups
  • Seminars
  • Live streaming events
  • Webinars (live and on-demand)
  • Intensive online courses
  • Monthly news series

“My practice has increased by 28% since joining. Next week I'm conducting a seminar to 40 real estate agents on how estate planning can benefit them and their clients.”

Brian Ton, JD - Member since 2014

Knowledge Base

Build your toolkit

  • Turnkey presentation packages
  • Client communication tools
  • Blog posts
  • Newsletter content
  • Practice and office management strategies
  • How-Tos and FAQs
  • Estate planning brochures

“As a result of this program, I have a marketing packet for referral sources and another for consumers. Over the past 6 months, I’ve met with at least 15 referral sources, established trust and profitable new clients are coming into my office at an increasing pace.”

Jeffrey C. Nickerson, JD - Member since 2013
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