The fastest way to build a business is to outsource everything but client-facing activities. Even with a qualified team providing essential support, advisors must choose one of two business models: establish an independent firm or become an advisor at an existing firm. What are your ambitions?

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How Do You Compare?

Let us show you how this type of growth can become your reality.

  • AUM
  • Current Revenue
  • Current Earnings Before Partner Comp
  • Estimated Cost Savings From Outsourcing
  • Growth Rate
Growth on Your Own
With Wealth Advisor Alliance
Ready to Maximize Your Growth?

Note: The above growth lines are for illustrative purposes only.

The Pursuit of Happiness

Our advisors find time to pursue their personal ambitions, whether that might find them in Los Angeles to record a podcast series with the co-executive producer of “The Big Bang Theory” or all the way around the world to explore more than 20 countries.

Norm Mindel’s Podcast Chronicles the Life of an Advisor

In this series, Norm Mindel, co-founder of Forum Financial Management, and Dave Goetsch, co-executive producer of “The Big Bang Theory” talk about some of the incredible things that happened way back when on Wall Street.

Around the World With Dan Drallmeier

Someone once told him, “You should see the world.” He took them literally.

Breathtaking Moments

Steve Senesac on how he found more time for his pursuits after becoming a Forum advisor.

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Contact us today and a partner will personally reach out to you.