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Use proven resources and tools to take your expertise, revenue and visibility to new levels.
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Win More Clients

Attract more new clients while also increasing your value to existing clients. Right now.
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Grow Your Network

Create a steady stream of referrals; offer the interdisciplinary solutions that clients value most. Learn More

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

September 24, 2014

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

How to Maximize SEO and Master Google+

90 Minutes with Mentors Presenter: Wendy Witt, Esq. Guest Expert: John McDougall, Attorney Marketing Expert 90 Minutes with Mentors is a weekly webinar with cutting edge marketing content from Wendy Witt and a different guest expert every week and Q&A. With this member benefit, Advisors Forum members have access to a wide variety of industry experts to […]

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September 25, 2014

2:00-3:00 p.m. ET

How To Get A Book Deal And Grow Your Law Business

Legal Marketing Showcase Register for our free September 25, 2014 webinar, by filling out this simple form. Presenter Kathy Ver Eecke will show you how to capture the attention of a literary agent. You might be surprised to learn that agents prefer if your book has NOT been written yet. You’ll learn: Find out how to get an […]

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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

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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