Check out our latest insights.

Advisor Resource: Client Check-In Questionnaire Template

To help financial advisors within our community connect with their clients about the evolving situation, we are offering a check-in questionnaire that can either be sent to clients by email or used during client calls.

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How Are You (as a Financial Advisor) Managing Your Own Stress During This Market Crisis?

Global financial market volatility has yielded anxious days and restless nights for investors and financial advisors since the last week of February. For advisors proactively contacting their clients, the act of making “just one more call” before the end of the day has the potential to wear down even the most resilient advisor.

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Develop Your Ideal Client Profile, Then Ask for Client Referrals

In the latest segment of his new series, Forum Advisor Development Officer Brian Shapiro discusses why advisors should take a strategic approach to client referrals by first defining their ideal client profile.

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Grow Into the Future With Your Next-Gen Team

Now is the time to begin introducing changes to better position your firm as a viable competitor in the next-gen talent marketplace.

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The Top Pitfalls of Internal Succession Planning in RIA Firms

Firm founders have spent years building a successful business. While many founders choose internal successors to ease the burden and pressure of succession, this type of succession isn’t as straightforward as it appears.

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ASK MOLLY | Clear the Clutter and Elevate Your Prospecting Process

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.

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COI Referrals Boost Firm Growth for Financial Advisors

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).

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Hindsight Is 20/20: Advice to Your Former Self

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.

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ASK MOLLY | Look, Then Leap: Financial Advisors Unhappy at Their Current Firm Should Transition to Another

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.

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Forum Hires Former Director of Advisor Recruiting From BAM Advisor Services in Bid to Expand DFA-Focused TAMP Offering

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.

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