Member Testimonial
FREE Resources
Featured Webinar:
"Bridging the Relationship Gap
Between Advisors, Attorneys and CPAs"
Download "Bridge the Gap" Brochure
Access Free Resources Library
Interdisciplinary Study Groups
May 21, 2013, 1:00-2:00 p.m. ET
Life Expectancy and Health Care Planning
Lewis Walker, CFP®
Register by May 20
2013 Education Calendar
CPE CPA Study Groups
May 28, 2013, 1:00-2:00 p.m. ET
Income-Shifting Trusts
Stephen J. Bigge, CPA, CSEP
Register by May 27
2013 Education Calendar
Planning for the Generations Symposium
July 24-26, Denver, CO
Early Bird Deadline April 30
Register Now
Interested in sponsorship opportunities? Click here.
Membership Benefits
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.
Membership Marketing Tools
CCA™ DesignationAdmired by estate planners who have garnered trusted relationships with high net worth clients. Accessto 24/7 self-paced coursework. | Marketing KitLeverage our brand to unlock the doors to creating advisor friendly attorney and CPA relationships. |
CLE Study GroupsMonthly CLE webinars, hosted in your office, to help you and the attorney build long-term partnerships. | CPE Study GroupsMonthly CPE webinars, hosted inyour office, reinforcing your value and understanding of their profession. |
Member ListServConnects you with other wealth professionals with whom you can discuss strategies to better serve client needs. | Online Member DirectoryYour contact information is visible online and is searchable by estate planners, CPAs as well as the general public. |
E-Newsletters (optional)Branded e-newsletter, filled with topical articles attorneys care about. Written by attorneys, for attorneys, delivered quarterly to your top 500 estate planners. |
