Starting a Practice, Elder Law, Attracting Clients, Client Maintenance,
In November 2007, WealthCounsel launched a groundbreaking initiative designed to gauge the pulse of estate planning activities throughout the country, to identify the challenges facing today's practitioners, and to obtain...
Elder Law, Attracting Clients, Success Strategies, Business Management,
In November 2008, WealthCounsel launched its second annual nationwide survey of estate planning attorneys. Developed in 2007 to monitor the challenges facing today’s practitioners and to maintain a pulse on...
Referrals, Wealth Docx, Time Management, Continuing Legal Education (CLE), Attracting Clients,
The 2009 Industry Trends Survey provided unique insight into the challenges facing today's estate planning attorneys – including the impact of the recent economic downturn on their practices. The report...
Time Management, Attracting Clients, Estate Tax, Referrals,
The nationwide survey's detailed findings include opinions on the estate tax, business growth in 2010, client motivation and generating new business, practice profiles, and key challenges facing attorneys. Learn more...
2010 Tax Act, Networking, Attracting Clients, Client Communications, Social Media,
This year’s survey had a broader focus, inviting participation from all professionals involved in estate planning and wealth management. More importantly, the survey probed into the mindset of clients as...