WealthCounsel, LLC

Recent Posts

The Importance of Unplugging

By WealthCounsel, LLC on May 10, 2019 10:00:00 AM

The number one struggle reported by attorneys is the lack of a work-life balance. Whether an attorney is pulling long hours out of necessity, trying to meet their firm’s billing hour requirements, or simply because they enjoy their work, overworking isn’t helpful or healthy.  On the contrary, there are numerous studies that show an increased in work hours doesn’t mean an increase in productivity or even profitability.

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Top 3 Marketing Mistakes that Attorneys Make

By WealthCounsel, LLC on May 3, 2019 10:04:00 AM

For many attorneys marketing is seen as a necessary evil. Popular or not, strategic marketing is crucial to the success of any business. It is a key tool in establishing your business’ identity within your community. It helps maximize revenue potential by generating new leads. Marketing also builds trust, converts leads to clients, and helps establish fruitful, lifelong relationships.

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Why you should consider a client care program

By WealthCounsel, LLC on Aug 14, 2018 8:00:00 AM

The number one reason that estate plans fail is because they are outdated.

As attorneys, we know that the law and our clients’ lives are constantly changing, and our ability to solve client problems is better when we regularly monitor, maintain, and adjust estate plans. An effective plan goes beyond documents and includes a thorough understanding of the assets owned, family relationships, client’s wishes, and health and personal circumstances of the client and their beneficiaries.

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