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Legal Marketing Strategies & Solutions for Estate Planners

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. Legal marketing strategies & solutions 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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From Our Members

I ordered the most recent issue of The Wealth Advisor client newsletter through Advisors Forum. Our clients responded very favorably! The very first day that it hit mailboxes, a number of people called to schedule reviews of their current plan. - ,
Troy SaxeAngermeier & Rogers LLP


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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