"Bridging the Relationship Gap Between Advisors, Attorneys and CPAs"
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Created by WealthCounsel®, one of the largest and most respected estate planning member organizations in the United States, The Advisors Forum connects you with the most active, business-minded network of estate planners and CPAs.
Forum members benefit from insight into what's truly important to successful estate planners and are armed with the marketing tools (below) that will give you top of mind recognition with attorneys and other wealth professionals.
Your Marketing Kit includes a video from Matthew T. McClintock, Vice President, Education and Supplemental Legal Content, which will help you open new doors by illustrating your unique value to these much sought after wealth professionals.
to 24/7 self-paced coursework.
your office, reinforcing your value
and understanding of their profession.
This content is restricted to Advisors Forum Members.
Please contact Larry Dillon at 888-659-4069 x829
for information on the benefits membership provides.
Thank you for your interest in The Advisors Forum.