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Advisors Forum Connect with success

Build a practice that’s more rewarding. On every level.

As an estate planning attorney, you help your clients achieve some of the most important goals of their lives. Meanwhile, you have goals of your own—for the client relationships, business growth and professional status you want to achieve. The question is: who’s there to help make your goals a reality?

The answer is Advisors Forum. Created by estate planning attorneys for estate planning attorneys, we’re a collaborative community with exclusive connections to everything it takes to grow a thriving practice. Members who start with us, stay with us for a simple reason: Advisors Forum works. We look forward to making it work for you.

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Events

December 18, 2014

Word on the Street Series December 18, 2014, 1:00-2:00 p.m. ET Contact us to purchase the recording.

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November 20, 2014

Word on the Street Series The Psychology of Wealth November 20, 2014, 1:00-2:00 p.m. ET Contact us to purchase the recording.

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October 16, 2014

Word on the Street Series Trust Income Tax Strategies for Year-End October 16, 2014, 1:00-2:00 p.m. ET Contact us to purchase the recording.

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From Our Members

When I joined Advisors Forum, I had no steady referral sources. After only 4 months of implementing the Advisors Forum tools provided, I received 10 referrals from financial advisors, 8 of whom scheduled appointments. Just one of these will pay for my annual membership!
Myrna ArroyoJDMyrna E. Arroyo, LLC Baton Rouge, LA

News

End of Life Lessons to Learn from Casey Kasem

Advisors Forum Director, Wendy Witt, Esq., quoted in recent article End of Life Lessons to Learn from Casey Kasem.

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The latest wrinkle in estate planning: Digital assets

WealthCounsel Education Vice President, Matthew McClintock, J.D., quoted in recent article The latest wrinkle in estate planning: Digital assets.

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