What You Missed: Symposium 2019 Highlights

By WealthCounsel Staff on Aug 29, 2019 8:55:28 AM

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Symposium is the nation’s leading estate and business planning conference. This year, Symposium offered over 50 learning sessions with 5 learning tracks, 45 speakers, our new Paraprofessional Symposium, and explored some exciting new services and products. If you weren't able to attend, check out what you missed in the highlights below!

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4 Ways WealthCounsel Peer Groups Can Enhance Your Practice

By WealthCounsel Staff on Jul 26, 2019 10:03:00 AM

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A Peer Group is an advisory group specific to your business and career. WealthCounsel’s Peer Groups are tailored to meet your needs as an estate planning attorney by focusing on developing your business plan, growing your client base, optimizing your billable hours, and showing you how to utilize technology for high-performance results. 

Here are the four ways our Peer Groups can help your practice:

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3 Ways to Market to Millennials

By WealthCounsel Staff on Jul 19, 2019 10:02:00 AM

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According to the Pew Research Center, one-in-three American workers are millennials—making them the largest generation in the US workforce. Today, millennials range in age from 23 to 38. Compared to previous generations, millennials are more ethnically and racially diverse; they are marrying later in life if at all; they are better educated with millennial women completing their bachelor’s degree in greater numbers than men; and, they have less wealth and more debt than baby boomers did at the same age.

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