The Total Marketing Solution
The Advisors Forum provides a unique, turnkey system for CPAs, financial advisors, lawyers, professional fiduciaries and all wealth planning professionals to market effectively to other professionals and clients. This proven system generates consistent new business and empowers Forum members to provide more comprehensive planning for existing clients, resulting in measurable success.
Jump start your knowledge of The Advisors Forum's products and tools with this free 1-hour website orientation held the first and third Thursdays of the month at 1pm ET.
Wealth Advisor Institute members: The merger of Wealth Advisor Institute and The Advisors Forum is complete!
Member Benefits
- Increased referral business through more productive professional relationships.
- New business from existing clients.
- Improved technical competency and increased confidence.
- Personalized marketing support and accountability tools.
The System
- Tools: Personalized newsletters, study group curriculum, CE presentations, client presentation software, resources, member directory and listserv, plus practice facilitation.
- Training: Practical "learn together to earn together" training via monthly teleconferences, seminars and semi-annual retreats, plus archives.
Captive Insurance Companies, while over-hyped at times, are a legitimate planning tool that offers significant benefits to clients, including possible income tax deferral and/or savings, estate tax savings and asset protection – while also generating current and recurring revenue to the planning professionals who understand, implement and maintain them. (Attend our practical Captives course on September 25-26 to learn how to implement Captives for the right clients.)