Tapping into the benefits

Among the benefits, members can:

• Generate new business through a system to market to other professionals and clients, including personalized newsletters, teleconferences to invite other professionals, and turnkey Continuing Education Packages.
• Increase their competence and confidence through The Forum’s tools and training.
• Be pushed to take on new challenges and grow – particularly in marketing their services – by skilled Practice Facilitators, who provide a combination of probing questions and insight.

“That’s what’s unique about the Forum,” says Mintz. “We’re teaching strategies that can only be implemented by multiple professionals working together on the client’s behalf. But that's not all. We've developed a system that enables our members to market themselves so that they can build the relationships necessary to implement these strategies, and our Practice Facilitators help members implement that system. There is nothing like The Advisors Forum anywhere else in the marketplace.”