Advisors Forum


The Advisors Forum helps you bridge the relationship gap with other interdisciplinary professionals

WealthCounsel’s Advisors Forum is comprised of thousands of estate planners, financial advisors, insurance professionals and CPAs who take a team approach to wealth planning.  This turnkey marketing solution connects you with the most active, business-minded network of wealth professionals and arms you with the tools and resources needed to promote effective collaboration and business reciprocity.

Enhance Your Visibility
Members of the Advisors Forum automatically receive a free directory listing on EstatePlanning.com. This online exposure provides you with a unique advantage in generating new clients as well as a competitive edge in receiving referrals from other professionals. 

Strengthen Your Referral Network and Client Base
Easily market your services to professional referral sources with teleconferences, turnkey presenter packages, blogging content and other tools that have proven to generate consistent new business. Plus, stay top-of-mind with minimal effort by sending clients and referral sources our automated, content-ready quarterly newsletters, personalized with your brand.   

Distinguish Your Practice by Creating Value for Others
Deliver value to members of your referral network and become known as the “go to” resource by hosting topical CE study group webinars.  Participate in listserv discussions to further illustrate your knowledge and expertise, and watch your network of followers grow exponentially.

Develop Niche Markets to Generate New Business
Expand your professional horizons and develop new expertise.  Access marketing materials, presentations and webinars from the Advisors Forum’s Knowledge Base to learn and implement niche marketing techniques that will further distinguish your services from that of competitors.

Develop Niche Markets to Generate New Business
Expand your professional horizons and develop new expertise. Access marketing materials, presentations and webinars from the Advisors Forum’s Knowledge Base to learn and implement niche marketing techniques that will further distinguish your services from that of competitors.

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 (888) 659-4069 x819.

Financial Planning AssociationPlus! Take Advantage of WealthCounsel’s Strategic Alliance with FPA and Receive a 15% FPA Membership Discount
Click here to learn more about WealthCounsel’s strategic alliance with FPA and how that can benefit you.

The Advisors Forum