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Wealth Counsel/Advisors Forum Membership Discount
As a contributing forum member, IMO, and producer, I wanted to share a relationship our firm has forged with the Wealth Counsel. This relationship benefits agents that are both already affiliated with us, and not by giving them the tools at a discount to forge lasting relationships with Attorneys and CPAs. Take a look at this recent press release for more information and links;
Pinney Insurance, in partnership with WealthCounsel®, ispleased to offer you a turnkey marketing system – The Advisors Forum. You’llconnect with an active network of successful wealth planning attorneys and CPAsto promote effective collaboration and business interchange.
The Advisors Forum provides several major advantages, including a professionaldesignation—the Certified Collaborative Advisor™ (CCA™)—to help you build trustand distinguish yourself from competitors. You’ll receive a CREDIBLE andOBJECTIVE third party endorsement from WealthCounsel®, one of the largest andmost respected estate planning member organizations in the United States.
You also get unique insight and tools, such as:
• How estate planners think—why do they partner with some advisors and notothers?
• Offer and host FREE continuing education (CLE & CPE) in your office. Getto know local attorneys and CPAs—and save them $89 per credit!
• A quarterly newsletter branded for your business, written by WealthCounselattorneys and CPAs
• Include your bio, photo, and contact information on www.estateplanning.com,WealthCounsel’s premier estate planning destination site for the generalpublic. Your information will be viewable when visitors select “Find An EstatePlanner.”
The Advisors Forum provides the tools and infrastructure to build criticaladvisor-friendly relationships. Best of all, because of the partnership betweenPinney and WealthCounsel, you save nearly 70% on the initial set-up fees, morethan 20% on your monthly membership, and you get the quarterly newsletter (a$400 annual value) for FREE!
If you sign up with The Advisors Forum between now and October 31, 2012, you’llalso receive:
• FREE January and February membership dues (a savings of $316)
• DISCOUNTED admission to the WealthCounsel/The Advisors Forum symposium inDenver in July, 2013. You pay only $350—a savings of $445—to network with 600+WealthCounsel estate planning attorneys!
Take a look at the site for more details: The Advisors Forum: Welcome to The Advisors Forum
Shoot me a PM if interested in learning more about it and I can sent you their pricing breakdowns for the 3 levels via email.
Nic
As a contributing forum member, IMO, and producer, I wanted to share a relationship our firm has forged with the Wealth Counsel. This relationship benefits agents that are both already affiliated with us, and not by giving them the tools at a discount to forge lasting relationships with Attorneys and CPAs. Take a look at this recent press release for more information and links;
Pinney Insurance, in partnership with WealthCounsel®, ispleased to offer you a turnkey marketing system – The Advisors Forum. You’llconnect with an active network of successful wealth planning attorneys and CPAsto promote effective collaboration and business interchange.
The Advisors Forum provides several major advantages, including a professionaldesignation—the Certified Collaborative Advisor™ (CCA™)—to help you build trustand distinguish yourself from competitors. You’ll receive a CREDIBLE andOBJECTIVE third party endorsement from WealthCounsel®, one of the largest andmost respected estate planning member organizations in the United States.
You also get unique insight and tools, such as:
• How estate planners think—why do they partner with some advisors and notothers?
• Offer and host FREE continuing education (CLE & CPE) in your office. Getto know local attorneys and CPAs—and save them $89 per credit!
• A quarterly newsletter branded for your business, written by WealthCounselattorneys and CPAs
• Include your bio, photo, and contact information on www.estateplanning.com,WealthCounsel’s premier estate planning destination site for the generalpublic. Your information will be viewable when visitors select “Find An EstatePlanner.”
The Advisors Forum provides the tools and infrastructure to build criticaladvisor-friendly relationships. Best of all, because of the partnership betweenPinney and WealthCounsel, you save nearly 70% on the initial set-up fees, morethan 20% on your monthly membership, and you get the quarterly newsletter (a$400 annual value) for FREE!
If you sign up with The Advisors Forum between now and October 31, 2012, you’llalso receive:
• FREE January and February membership dues (a savings of $316)
• DISCOUNTED admission to the WealthCounsel/The Advisors Forum symposium inDenver in July, 2013. You pay only $350—a savings of $445—to network with 600+WealthCounsel estate planning attorneys!
Take a look at the site for more details: The Advisors Forum: Welcome to The Advisors Forum
Shoot me a PM if interested in learning more about it and I can sent you their pricing breakdowns for the 3 levels via email.
Nic
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