Products for Wealth Planning Professionals
The Wealth Counselor Newsletter
Stay in front of your professional referral sources each month by sending The Wealth Counselor electronic newsletter personalized with your name, photo, firm profile and contact information.
You simply manage your profile and recipients (up to 200) on the Advisors Forum website – and we do the rest.
Find out more about the Wealth Counselor
The Advisors Forum membership added a new dimension to my practice. The monthly newsletter has been the greatest benefit; it requires little time or effort on my part, yet the increase in referrals has more than paid for my Advisors Forum membership.
Teleconference Series
Monthly teleconferences provide discussions of client-centered planning strategies that benefit all advisors.
Use these regularly scheduled teleconferences as a Study Group to network with your colleagues about topics relevant to them—and you.
Find out more about the Teleconference Series
Today's monthly teleconference was simply outstanding! In my estimation, the referrals generated from the practical information presented in this one teleconference have probably financed my membership.
Randy Coleman, The Coleman Law Firm, L.C., Jacksonville, FL
Advisors Forum Planner
This clear and simple presentation will change your client and prospect's perception of you, your firm, and what is important to them. This can be done with very little time and effort.
With our easy to use Excel templates you can demonstrate to your prospects and clients why you are different and why they should pay extra for that difference. Show them:
- You can help with their legacy planning and their cash flow
- They have the cash flow that allows them to plan
- They can afford your planning fees
Find out more about the Advisors Forum Planner
"With every new prospective client that comes in, I will work the client presentation software into the initial presentation, based upon the information provided by the financial advisor. What a big difference this has made in my practice."
Peter Lennington, Lennington Law Firm, PLLC, St. Paul, MN