The Advisors Forum

Find out more about membership costs or read member testimonials.

Not a member?
You can still attend our courses.

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 website orientation held the first and third Thursdays of the month at 1pm ET.

The new Advisors Forum Client Strategies Planner software will help you make clear, strong and effective presentations to your clients. Generate a comprehensive document that outlines legal and financial recommendations to clients in an easily implementable system.

Wealth Advisor Institute members: The merger of Wealth Advisor Institute and The Advisors Forum is complete! Login or Renew your Membership.

Learn more about our Wealth Advisor Benefits Plan.

Upcoming Event: 2010 Planning for the Generations
The Nation's Premier Symposium for Estate, Elder Law, and Financial Professionals
August 11-13, 2010 | Hyatt Regency Chicago | Learn more and register today!
Special Advisors Forum Reception on Thursday, August 12th. View invitation.

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.
Group health insurance

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.

Attorneys: Download our free article on Creating a System for Consistent Referrals from Financial Advisors. (PDF document. Right click and choose "Save Target As.." to download.)

Financial Advisors: Download our free article on 5 Secrets to Generating Business from CPAs and Attorneys. (PDF document. Right click and choose "Save Target As.." to download.)

Tip of the month

A new 3.8% surtax on certain investment income starts January 1, 2013, as part of the health care reform act. While that's a couple of years away, it is not too early to start planning for it because there are some steps clients can take this year that will help reduce or even eliminate it. Converting to a Roth IRA prior to 2013 can reduce MAGI in 2013 and beyond, and thereby reduce or eliminate surtax exposure.

View a sample of our recent newsletter.