Advisor Newsletter
Stay in front of your referral sources each month by automatically sending "The Wealth Counselor" electronic newsletter for professionals, personalized with your name, photo, firm profile and contact information. This effortless service contains timely and pertinent wealth planning strategies and tips that are of interest to them. Don't be surprised if you aquire new referral sources that you don't even know yet when your newsletter is fowarded to others.
You simply manage your profile and recipients (up to 150!) on the Advisors Forum website – and we do the rest.
“The Advisors Forum has added an incredible new dimension to my practice. . . . The monthly newsletter has been the greatest benefit; it requires absolutely no time or effort on my part, yet this one tool has more than paid for my Advisors Forum membership. ” – Allen J. Margulis, JD, MST
Allen J. Margulis, PC, Needham, MA