Co-Work Financial Planning Cases Worry Free. Become a Skillset Member.
Skillset members get access to...
A community of like minded attorneys dedicated to personal growth and collaboration ($2,500 value)
Cross-referral opportunities for legal services ($5,000 value)
Monthly print newsletter ($2,500 value)
On-demand training sessions on the core principals of financial advocacy ($1,788 value)
As needed access to vetted financial solution providers to implement for clients ($5,000 value)
Membership recognition and promotion package ($2,500 value)
Licensed marketing materials to inform and educate ($5,000 value)
On-demand trainings with industry experts to build your understanding of financial planning principals ($997 value)
Licensed access to turnkey solutions ($7,200 value)
Licensed access to turnkey marketing programs ($25,000 value)
Lead generation programs ($5,000 value)
Qualification for AdvocateAccess Legal fee compensation program ($2,000 value)
Qualification for AdvocateAware Marketing fund program ($25,000 value)
Sixty-minute one-on-one on-boarding and coaching sessions ($3,000-$24,000 value)
Monthly Open office coaching and training sessions ($25,000 value)
$275.00 USD every month