Your Total Marketing Solution
The Advisors Forum provides a turnkey system for financial advisors, lawyers, CPAs, professional fiduciaries and all wealth planning professionals to generate consistent new business from other professionals and clients. This proven system empowers Forum members to provide more comprehensive planning for existing and prospective clients, creating 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! Login above!
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.
With unprecedented stock market volatility, depressed real estate and business values, the banking, mortgage and automobile industry crises, and numerous negative economic indicators, some clients are questioning whether they should do planning now. However, many clients have personal concerns unrelated to the economy – these concerns may even be exacerbated by the current economic downturn – such that they need to be addressed now. For more affluent clients, unusual circumstances have created a “perfect storm” for estate tax planning that will not last long. (Request a sample of our recent newsletter addressing these issues.)