A System for Success
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 every Thursday at 1pm ET.
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.
Beginning January 1, 2008 and continuing through at least 2010, a zero tax rate may apply to long-term capital gain and dividend income that would otherwise be taxed at the regular 15% and/or 10% rates. The new zero tax rate is available to the extent that a taxpayer’s other taxable income minus exemptions and deductions is less than his or her 25% tax rate threshold.