Growing Your Business Through Referrals From Other Professionals
The Advisors Forum, LLC was launched in 2006 with two goals:
- To create a system that generates consistent business for wealth planning professionals; and
- To address the interdisciplinary marketing and training needs of all wealth planning professions.
In designing this system, The Forum looked first at the experiences of its sister company, WealthCounsel, LLC, the largest estate and business planning attorney organization in the country with more than 1800 attorney members.
Over the years, WealthCounsel had introduced various financial planners and estate and insurance professionals to each other for possible collaborative work. Though it was clear that that clients and advisors benefit from multiple and cooperative viewpoints, those introductions resulted in relatively few successful (i.e., profitable) ongoing relationships.