Welcome to the WealthCounsel Financial Professionals Website

WealthCounsel subscribes to the philosophy that estate planning is an interdisciplinary function requiring the collaborative efforts of a variety of allied professionals – i.e., attorneys, CPAs, financial planners, insurance professionals and professional fiduciaries, among others.

We encourage allied professionals to assume their rightful place at the planning table with estate planning attorneys and the entire team of interdisciplinary professionals who are committed to a client-centric approach to problem-solving.

Recognizing that all wealth planning professionals need marketing tools to generate consistent business from other professionals, WealthCounsel launched The Advisors Forum – a membership organization of CPAs, financial planners, insurance professionals, attorneys, and professional fiduciaries who are committed to working together more productively and profitably.

The Advisors Forum provides a unique, turnkey system for all wealth planning professionals to market effectively to other professionals and clients. This proven system generates consistent new business and empowers Forum members to provide more comprehensive planning for existing clients, resulting in measurable success.

The Advisors Forum practice-building System of Success involves:

• Building Your Client Base: Boost your customer base with customized newsletters and design presentations that capture the attention of prospective clients and help you build your reputation as an expert in your field.
• Generating Referrals: Build your professional referral network through customized monthly advisor newsletters, turnkey monthly teleconferences, discussion forums and listservs.
• Establishing Your Brand: Position yourself among your professional associates as the “go-to” expert on a variety of topics by teaching continuing education to other planners and professionals with the use of turn-key CE presentation packages and seminar support materials.
• Managing Your Practice: Establish short- and long-term goals for your practice with the assistance of Practice Facilitators who will coach you in effectively utilizing The Advisor Forum's resources and in measuring the outcome of your success through increased revenue.
• Increasing Your Technical Knowledge: Host teleconferences and attend semi-annual Retreats for technical, marketing and personal development sessions that provide an incredibly valuable educational experience for every member of the planning team. Network with other professionals while you learn the practical applications of strategies that will increase your bottom line.

We invite you to join The Advisors Forum today and begin to experience the benefits that come with membership in this distinguished collegial body. Call 800-635-5078.