Wise Counsel – Then and Now

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Published by Stephanie Wilson, Lead Communications Associate

I have been part of the team at Wise Counsel for over 11 years. The changes have been phenomenal in that amount of time. We’ve gone from 3 to 5 stakeholders, and we’ve changed locations.

However, some of the most marked differences have been the technical advances and partner support.

The growth of our technical capabilities has been truly amazing. We’ve progressed from paper files to having virtually everything digitally available. Our clients have also had the advantage of accessing their accounts online.

We have partnered with Carson Group since 2016 and the difference in the support to our team is staggering. They’ve made our lives easier in the fact that we have access to some of the most experienced financial and technical minds when we have any questions.

The resources available to us have been a great advantage in educating our clients and spreading our story through social media. Our social media presence has increased, and we enjoy sharing information on Facebook, LinkedIn and Twitter. Our website is also full of information and resources.

Most of all, our stakeholders have learned to lean on each other’s strengths to create a cohesive team.  I’m proud of all that we have accomplished and the challenges we’ve met along the way during rapid growth.

Here’s to 11 plus years more with my team at Wise Counsel!

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