The Advisors Forum provides a turnkey system for attorneys to generate consistent new business from other wealth planning professionals. This proven system empowers Forum members to provide more comprehensive planning for existing and prospective clients, creating measurable success for all parties.
Proven Marketing Solutions to Drive Greater Revenue in Your Practice
• Strengthen Referral Networks
• Develop Niche Markets
• Engage Clients Faster
• Supercharge Your Marketing
Advisors Forum Web-Centric Membership |
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The ultimate membership for busy attorneys who prefer a “branded” content-based marketing solution. More details... |
Advisors Forum Platform Membership |
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The perfect membership for attorneys who prefer a more “traditional” content-based marketing solution. More details... |
WebSource™ |
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Attract more business with a dynamic online identity. Review our customized website content and communication solution system. More details... |
ClientDocx™ |
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Create peace of mind for your clients with 24/7 secure online access to legal documents. More details... |
Advisors Forum Planner |
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Easy to use Excel templates help you demonstrate to your clients why you are different and why they should pay extra for that difference. More details... |
For more info or to preview any of these proven marketing solutions, |
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.
Understanding retirement planning helps the planning team help clients pass more wealth to their loved ones. Retirement planning is especially important now as the baby boomer generation begins retiring. At the end of 2010, IRAs and qualified retirement plans held nearly $17.5 trillion, accounting for 37% of all household financial assets. And because of how lifetime minimum required distributions are calculated, IRAs and qualified retirement plans may be the largest assets held at death.