Developing successful relationships with CPAs and Financial Advisors is essential to a growing estate planning practice. The Advisors Forum provides a turnkey system for attorneys to generate consistent new business from other wealth planning professionals. This proven system empowers Forum members to provide more comprehensive planning for existing and prospective clients, respects the role and contribution of the wealth planning professional, and creates measurable success for all parties.
Without our Systems, how well do you currently manage the following key activities?
- Each week, how often does your community of financial professionals see you as the local expert?
- When working with a client, do you have a system to include the wealth planners?
- Are you communicating with your referral sources on a monthly basis?
The overwhelming response from estate planning professionals is, “Not as much as we would like we just don’t have the time…” If your initial response was along these lines, The Advisors Forum may be the answer you were looking for.
Introducing Proven Marketing Solutions to Drive Greater Revenue in Your Practice
 Strengthen Referral Networks
 Develop Niche Markets |
Engage Clients Faster
Supercharge Your Marketing |
| Platform Membership: The perfect membership for attorneys who prefer a more “traditional” content-based marketing solution. |
• The Wealth Counselor (Automated monthly newsletter sent to your professional advisors)
• The Wealth Advisor (Automated quarterly newsletters sent to your current and prospective clients)
• Teleconference Study Group (Monthly discussion of client-centered strategies that facilitates networking with advisors)
• Advisors Forum Listserv
• Advisors Forum Knowledge Base (Access to marketing materials, presentations, planning materials and templates, articles and more)
• Member Directory Listing |
| WebCentric Membership: The ultimate membership for busy attorneys who prefer a “branded” content-based marketing solution. |
 • The Wealth Counselor (Automated monthly newsletter with your branding sent to professional advisors)
• The Wealth Advisor (Automated quarterly newsletter with your branding sent to your current/prospective clients)
• Topical CPA and Professional Advisor Webinars (Monthly events with continuing education credits)
• Blogging Content
• Presenter Seminar Packages (Turnkey content study groups with continuing education credits)
• Advisors Forum Planner (Software template that empowers users to have fact- based client discussions)
• Advisors Forum Listserv
• Advisors Forum Knowledge Base (Access to the Platform Membership content, PLUS 100+ teleconferences/webinars)
• Member Directory Listing |
| For more info or to preview any of these proven marketing solutions, contact us at 888-659-4069, X 819. Or visit www.advisorsforum.com |
WebSource
Most growth oriented law firms are now utilizing their website as a branded communication delivery system combining the power of practice specific legal content with integrated newsletters and blogging to brand themselves as an elite estate planner within their local market.
Does your existing website address this critical issue?
WebSource is a single source customized website content and communication delivery system that allows estate planning practitioners the ability to reinforce the value they deliver to referral sources and to provide on-going value to existing and future clients. This is accomplished by combining state of the art technology with continuously updated content and insight from the industry’s foremost authority, WealthCounsel. Best of all, our Content Management System can be added to any existing website.
ClientDocx
As the competitive landscape of the estate planning industry increases, it becomes essential that the attorneys position themselves at the center of their clients’ legal and financial universe.
What is your strategy to stay top of mind with your clients to effectively become the hub of their legal and financial world?
ClientDocx is a private label, secure online client document vault that allows estate planners the ability to offer enhanced value to their current clients, future clients and referral sources by providing 24 hour access to critical legal, financial and other digital records. |