“In 2007, my firm utilized our Advisors Forum membership by hosting monthly Advisor and CPE teleconferences. In just the first four (4) months, I generated $80,000 in fees and built the foundation for several new referral relationships. Going forward, I am excited about my Advisors Forum membership and about utilizing all of the available tools to create win-win situations for my referral sources and for the clients we serve.”—Stephen R. Elville, Esq., Offit Kurman, Maple Lawn, Maryland
“Since joining The Advisors Forum our practice revenues have increased 60%. I believe that the additional knowledge base and marketing tools provided by the Advisors Forum are the reasons for our new success.”—Stephen J. Livens, CPA, JD, Financial Advisor, The Livens Law Firm, Bedford, TX
“I was reluctant to join The Advisors Forum as I already had good relationships with several financial professionals. Once I joined, I was slow to start using The Forum’s tools, and I still don’t use them all. However, now that I have seen real results from using them, I am very grateful for the consistently good work and tools that have helped my business grow with little additional effort.
The newsletters have been particularly helpful because they automatically keep me in front of the people who can refer me business, and not just people with whom I have existing relationships but others who I don’t know but are forwarded copies of my newsletters. For example, one advisor I work with forwarded my newsletter to all of his professional relationships, along with a glowing endorsement of me and the newsletter. And to have a Practice Facilitator to help me regularly focus ‘on my business’ and stay committed to setting and obtaining goals is a tremendously valuable part of The Forum.”
"I joined The Advisors Forum shortly after I started my practice in a city of 70,000 where, because I had relocated, I knew no other wealth planning professionals. After only a few months of utilizing the newsletters and teleconferences from The Advisors Forum, I began receiving a minimum of one referral per month, and the first two referrals paid for my entire annual Advisors Forum membership. I know with certainty that the turnkey marketing tools from The Advisors Forum generate significant new business!"—Ryan Correa, Attorney, Hurley Re, P.C., Bend, OR
“For me, the The Advisors Forum is a priceless practice-building resource. Online resources, efficient practice tools, membership retreats, and monthly teleconferences make the Advisors Forum an instant profit center. Bottom line: The Advisors Forum can convert the pedestrian estate planner into a total wealth preservation counselor. ‘Highly recommended’ is a woefully inadequate understatement!”—Peter Lennington, JD, Lennington Law Firm, Twin Cities, MN
“One of the first things I did when I opened my own law practice was to join The Advisors Forum. Since then, The Forum has generated at least 1-2 new clients for me each month with very little effort on my part – and my entire first year’s dues were paid by the first client! The top-notch tools and training provided by The Advisors Forum allow me to stay in front of my referral sources numerous times each month, which results in referrals as well as positioning me as the “go to” source for legal advice and planning. I strongly encourage you to join the Advisors Forum today. It is an investment in your practice that will generate significant returns through additional revenue.”—Valerie Peterson, JD, Peterson Law Office, P.A., Sunrise, FL
“Joining the Advisors Forum was one of the best business decisions I have ever made! I now better understand and can recommend numerous client-centered strategies that have a real economic benefit for the other wealth planning professionals I work with. . . . Following The Advisors Forum System of Success more than pays for the cost of membership.”—Kevin Hernandez, JD, The Hernandez Law Firm, Clearwater, FL
“The Advisors Forum has already earned and saved me money… Not to mention the great advice the members give me, the camaraderie, and the encouragement they provide. The Advisors Forum is worth its weight in gold.”—Rima Ports, JD, Ports Law Group, Ltd., Chicago, IL
“The Advisors Forum Practice Facilitator Review program has been a great asset and tool used in further developing my practice and making it a more successful business. My facilitator has helped me to establish my business goals for the year and be accountable to those goals. It has been a very positive and encouraging resource and my business is having its best year yet. It is just another reason that the Advisors Forum membership has more than truly paid for itself.”–Travis Perry, Esq., Grand Junction, Colorado
"“Fantastic Teleconference today. Thanks to Vinnie and Stephanie for sharing this information. One thought that came to mind after hearing this presentation was how glad I am for joining The Forum. The second thought is how much revenue I’d not be making if I hadn’t decided to join The Forum. No need to join The Advisors Forum if you’re already making all the money you want in your practice.”—Guy Garner, III, JD, Guy B. Garner, III, P.C., Dallas, TX
"Today's monthly teleconference was simply outstanding! In my estimation, this one teleconference has probably financed my entire membership for The Advisors Forum and WealthCounsel for as long as I will be practicing law."—Randy Coleman, JD, The Coleman Law Firm, L.C., Jacksonville, FL
"Last spring, we began implementing The Advisors Forum teleconferences. To provide the most flexibility and because we really liked some of the past teleconference topics, we decided to host all of our teleconferences non-live on dates and times most convenient for our office and our advisors. Now, almost a year later, we have between 15 and 20 attendees each month. We are able to connect with many of our advisors on a regular basis, which frees up valuable time to hold our regular array of client seminars. In a few cases, we have built up our level of credibility with our advisors to the point where we are conducting seminars for their clients. Due to these successes, we encourage anyone that is unable to host the teleconferences live to begin hosting them non-live as soon as possible."—Dan Purtell and John Haslam, Attorneys, Wilson Law Group, Madison, WI
“Through one of the Forum’s presentations by Bob Keebler (part of a teleconference series designed specifically for CPAs), I have been able to connect with several CPAs. The potential business from this one event alone will pay for an entire year of my Advisors Forum membership!”—Skip Lee, CFP, Platinum Financial Resources, Dodgeville, WI
“The turnkey referral-nurturing tools provided by the Advisors Forum are simple to use and have helped me to put my referral marketing on autopilot. The Monthly Teleconferences have helped me create relationships with other advisors in a professional way without having to take a different person to lunch every day of the week. When I joined the Advisors Forum I had no steady referral sources. Last month, after only four months of implementing the tools provided by the Forum, I received 10 referrals from financial advisors, 8 of whom have appointments scheduled. Just one of these referrals will pay for my annual Advisors Forum membership!”—Myrna Arroyo, JD, Myrna E. Arroyo, LLC, Baton Rouge, LA
“The study group materials and processes provided through The Advisors Forum have been highly successful for our firm. While we have always had relationships with advisors, study groups have helped us move beyond the superficial to the beginnings of true friendship and collaboration. We received 12 referrals in one month's time after implementing the study groups and monthly advisor newsletter for only 3 months. With the passing of each month the number and quality of referrals has increased along with better service to clients.”—Eric Barnes, JD, The ElderCare Law Firm, Inc., Kaysville, UT
“The Advisors Forum has added an incredible new dimension to my practice. . . . The monthly newsletter has been the greatest benefit; it requires absolutely no time or effort on my part, yet this one tool has more than paid for my Advisors Forum membership. ”—Allen J. Margulis, JD, MST, Allen J. Margulis, PC, Needham, MA
“Literally every month I receive an email from an advisor thanking me for sending the newsletter, or telling me what a good article it was. One advisor and I had lunch a few weeks after he received the newsletter to discuss how we could work together. After that lunch meeting, he referred a client to me that resulted in a planning fee of $8,500. Most recently, I started sending the Wealth Advisor to clients via e-mail. The first topic I chose was Planning for Pets. The newsletter generated a very positive comment from one of our veterinarian clients, as well as additional thank you notes from existing clients. Overall, the newsletters have been a home run for us. They have far exceeded my expectations and have helped us develop stronger advisor relationships as well as helped us generate additional revenue.”—Douglas G. Goldberg, JD, Goldberg Law Center, Colorado Springs, CO
“I ordered the most recent issue of The Wealth Advisor client newsletter through The Advisors Forum. Our clients responded very favorably! The very first day that it hit mailboxes, a number of people called to schedule reviews of their current plan. The custom text area on the newsletter for our own message is a very effective tool.”—Troy Saxe, Client Services, Angermeier & Rogers LLP
“I gave The Advisors Forum Presents CE Presentation, 15 Practical Applications for Life Insurance, and the response was nothing short of phenomenal! One of the attendees asked me to give an encore presentation to 100 of his colleagues next month. ”—Brian Siegel, JD, Redler & Seigel, P.C., St. Louis, MO
“With every new prospective client that comes in, I will work the Wealth Strategies Inventory 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, JD, Lennington Law Firm, PLLC, St. Paul, MN
"Thanks...for the awesome Wealth Advisors retreat we just completed in Orlando. I came home so pumped up I couldn’t wait until Monday to come in to the office!! Seriously, this event was exceptional, the networking with the other Advisors was priceless, and there were so many ideas to take home that will translate into more fees and happier clients (the Christmas Gala!).
If you are ready to take your practice to the next level, both financially and in terms of self satisfaction, join the Advisors Forum."
"My attendance at The Advisor Forum’s Thriving course turned out to be a critical milestone in my practice. I had finally found an organization whose purpose was aligned perfectly with my approach to the estate planning process. Joining The Advisors Forum has allowed me to provide a higher level of service to my clients while also providing me with the tools to build better and more productive relationships with the members of my financial advisor community."—Thomas M. Flannagan, JD, Alexandrov, Metzger & Flannagan, Worcester, MA