Best Practice Models
Tap into proven, cutting-edge examples of interdisciplinary practice models combining financial, legal, accounting and other wealth planning professionals – plus the tools to implement them.
Our Thriving In Estate Planning™ seminar guides you through a teamwork approach to engage clients, identify their concerns and risks, schedule meetings with all advisors on board, and develop and present a unified, comprehensive plan that best meets the needs of all. Use the Wealth Strategies Inventory™ client presentation software to create client-friendly descriptions of the team's planning recommendations.
Learn more about Thriving seminars on our Events page.
“I recently attended The Advisors Forum Thriving course for systematically reframing the advisor/attorney relationship. It was nothing short of brilliant and creatively simple.” Peter Lennington, Esq.
Lennington Law Firm, PLLC, St. Paul, Minn.