Estate holders expect that 37% of their assets will go to taxes; 46% to heirs, and 16% to charity. However, estate holders would prefer that 9% go to taxes; 65% to heirs, and 26% to charity.
--Source: Boston College Social Welfare Research Institute

Attorney Search:

In Their Own Words

"My attendance at the Advisor Forum's Thriving course turned out to be a critical milestone in my practice."
--Thomas M. Flannagan, Esq.
Worcester, MA

»The Advisors Forum

Are you a legal or financial professional seeking to build and strengthen your referral network in order to achieve measurable success in your practice? If you answered “Yes” to this question, then the Advisors Forum is the solution for you.

The Advisors Forum, a WealthCounsel, LLC affiliated company, was launched in 2006 to provide a framework for generating consistent and significant new business for attorneys, CPAs, financial professionals, and other wealth planning advisors. In launching The Advisors Forum, the executive leadership identified two primary goals:

To create a system that enables all wealth planning professionals to generate consistent and significant new business while allowing these professionals to provide more comprehensive client services.
To address the interdisciplinary marketing and training needs of all wealth planning professionals.

In designing this system, The Advisors Forum looked first at the experiences of WealthCounsel, LLC, the largest and most successful estate planning attorney organization in the country. Over the years, WealthCounsel had introduced various financial planners and estate and insurance professionals to one another for possible collaborative work. Though it was clear that clients and advisors benefit from multiple and cooperative viewpoints, those introductions resulted in relatively few successful ongoing relationships.

To address the disconnect in working relationships between these interdisciplinary professionals, The Forum designed tools and training that bridge the gap between the professions and affirmatively encourage wealth planning professionals to work more closely with one another to generate significant and consistent new business. Almost immediately, The Forum's tools and training helped members take their clients and themselves to a higher level of success.

Today, nearly 450 professionals nationwide have built an amazing community both within and outside The Advisors Forum. Instead of encountering obstacles from others, advisors from all fields are working together to generate consistent and significant new business for one another – thereby achieving measurable success – while also providing more comprehensive client services.

We encourage you to explore the benefits of membership in The Advisors Forum, and to begin experiencing measurable success in your practice.

Executive Director: Jonathan Mintz
Website: AdvisorsForum.com
Phone: 800-635-5078, ext. 80
Fax: 800-842-5105