Q: How long has WealthCounsel Advisors Forum been in business?
A: The Advisors Forum launched in March 2006 after identifying a need for all disciplines of wealth planning professionals to benefit from a collaborative membership group. Through our tools and training, and invaluable peer cooperation, Forum members can focus on their clients’ entire wealth planning picture while adding new clients through more productive professional referral relationships.
Q: What types of professionals belong to The Advisors Forum?
A: We have members who are attorneys at law, Certified Public Accountants, professional fiduciaries, business valuators, financial planners, insurance advisors, and other professionals.
Q: If I choose membership payment Option 1 with the upfront fee of $1,500, will I be charged only $450 per month as long as I’m a member?
A: Both payment options lock in your dues for at least the specified period of time. Option 1 (with the upfront fee) requires a 12-month commitment of monthly fees. Option 2 (without the upfront fee) requires a 12-month commitment with an additional stipulation that a $45-per-month convenience fee is charged for cancelled months, not to exceed $1,500, if you don’t remain a member for 36 months. Given that only one referral can pay for an entire year's membership dues, we are very confident that implementing our System of Success will generate significantly more revenue than your membership dues under either option.
Q: What does the Practice Facilitator do?
A: After an orientation call to help you review the tools and services available to Advisors Forum members, our practice facilitators follow-up to determine which action items you want to use to help build your practice. You can review your progress each month and add more items, depending on your needs.
Q: If I take advantage of all the opportunities The Advisors Forum has to offer, how many CE credits can I get in a year?
A: The CE credits you earn varies according to the length and content of each event. For example, our Spring 2007 Retreat offered 10 CFP credits, along with an average 10 more CLE credits and 10 Insurance CE credits. Monthly teleconferences earn 1 credit each.
Q: Can I bring a co-worker, colleague or guest to a retreat?
A: Yes, and when you join The Advisors Forum, discounts on the regular nonmember cost are available for your partners and associates.
Q: I subscribe to other estate planning newsletter services, which I’d like to drop. If I join The Advisors Forum, will that meet my newsletter needs?
A: Absolutely. Included in your membership are two different Advisors Forum newsletters, both written by experts.
The first, The Wealth Counselor, is published monthly and written for your wealth planning colleagues. Members of The Advisors Forum say it’s a great marketing tool. You stay in front of potential referral sources with timely, relevant articles and planning tips and keep top of mind with the professional colleagues on your distribution list. It is customized with your name, photo, address and practice description and sent automatically to colleagues via a list you manage on our website.
The second, The Wealth Advisor, our client-focused newsletter, is available for you to send quarterly to your clients. It is available in two formats, .PDF and InDesign, ready for you to download and send. Alternatively, you can take advantage of The Forum's direct mail service and have your newsletter mailed directly to your current or prospective clients.
Q: How many advisors can be on my list to receive the newsletter?
A: Up to 150.
Q: What is The Advisor Forum’s privacy policy?
A: The Advisors Forum will not share with or sell your contact information to any third party, and will not contact your newsletter subscribers for sales or marketing purposes.
Q: How do I ask a question that’s not included here?
A: Please contact us at support@wealthcounseladvisors.com or call 800-635-5078.