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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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October 16, 2014

1:00-2:00 p.m. ET

Trust Income Tax Strategies for Year-End

Word on the Street Series (Appropriate for an interdisciplinary audience) Register


November 6, 2014

12:00-1:30 p.m. ET

Legal Marketing Quick Start Program

Legal Marketing Coaching Program Overview and instant implementation of foundational legal marketing best practices to create and build your ideal law business. 90-Day Legal Marketing Quick Start Program, FREE for AF/WC Members (Retail $2,997). This program has been designed to provide an overview of instantly implementable, foundational legal marketing techniques, which will boost your confidence, […]


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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


What are the Most Common Traits of Successful Small Business Owners?

Advisors Forum Director, Wendy Witt, Esq., quoted in recent article that asked 50 experts to reveal the top characteristics of the most common traits of successful small business owners. Read more.

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Covering Your Assets: 7 Common Estate Planning Mistakes People Make

Advisors Forum Director, Wendy Witt, Esq., quoted in recent article regarding common estate planning mistakes. “Absolutely everyone, 18 and older, needs an estate plan, no matter his or her net worth,” says Wendy Witt. Read more.

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