Insights

Financial advisors who want to focus on their prospecting process in 2020 should review their 2019 prospective client list and recommit to using their CRM.

In the first segment of his new series, Brian Shapiro, Advisor Development Officer at Forum Financial Management, outlines how financial advisors can foster referrals and cultivate growth from centers of influence (COIs).

In the latest segment of our new series, Rob Methven, Partner at Forum Financial Management, shares the thoughtful advice he would tell his former self. In those first few years as a financial advisor, it is critical to recognize the value of your own life experiences.

Nothing compares with having an experienced transition team help you start off on the right foot and feel welcome at your new firm. In fact, the quality of the transition experience usually sets the tone for an advisor’s next chapter.

Forum Financial Management has hired Brian Shapiro, former BAM Advisor Services Client Development Director, as its Advisor Development Officer. With 31% annualized growth over the past 10 years, Forum is ramping up to add to its national team of more than 70 advisors.

In the first segment of our new series, Karma Forrestal, CFP®, Partner at Forum Financial Management, shares the sage advice she would tell her former self about managing the first years as a financial advisor.

Forum co-Managing Partner Jonathan Rogers was featured in the September issue of FPA Next Generation Planner.

A new season offers a world of opportunity. Have you considered what your next challenge will be?

Forum co-Managing Partner Nirav Batavia shares key takeaways from Dimensional's recent CEO Conference in Lake Tahoe.