How to Hire & Train Your Estate Planning Staff

By WealthCounsel Staff on Jul 31, 2017 8:30:00 AM

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Your staff is critical to your success whether you’ve recently opened a solo estate planning practice with a part-time assistant or run an established firm with attorneys, paralegals, and administrative support. If you can’t seem to get your legal marketing plan to work effectively or you’re struggling to maintain high levels of client satisfaction, the underlying cause may be your inability to hire and train the right people.

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Getting Up to Speed on Retirement Planning

By WealthCounsel Staff on Jul 26, 2017 11:30:00 AM

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Everyone dreams of retirement, especially those who hope to retire early. Unfortunately, few of us make financial plans for retirement. The typical American family only has about $5,000 in retirement savings. Some Americans are fortunate enough to have a pension or an employer-sponsored 401(k) plan or smart enough to set up their own individual retirement account (IRA). For them, the concern is less about saving for retirement and more about how to manage retirement savings as part of an estate.

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Why Millennials are Essential to Growing Your Estate Planning Practice

By WealthCounsel Staff on Jul 24, 2017 9:00:00 AM

It’s no secret Millennials are a little different. Most don’t prioritize the same traditional values as their parents and grandparents. The stereotypical Millennial is tech savvy, entrepreneurial, and socially conscious. On the downside, many people associate Millennials with job hopping, instant gratification, and sometimes poor work ethic.

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