Practice Facilitators
As a member of The Advisors Forum, you will have access to one of your Practice Facilitators.
The Practice Facilitator’s role is to:
- Provide you and/or staff with training on implementation of the Advisors Forum marketing tools;
- Answer questions about your membership;
- Point you to helpful resources
“My firm has undergone explosive growth since joining WealthCounsel and The Advisors Forum… [my Practice Facilitator’s] advice in reviewing certain topics in the Knowledge Base has allowed me to provide top-notch counsel to my professional advisors, in an effort to promote solid relationships with these important individuals.” –Ed Cainglit
Westlake Village, CA