Check out our latest insights.
Develop Your Ideal Client Profile, Then Ask for Client Referrals
February 24, 2020
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.
Grow Into the Future With Your Next-Gen Team
February 10, 2020
Now is the time to begin introducing changes to better position your firm as a viable competitor in the next-gen talent marketplace.
The Top Pitfalls of Internal Succession Planning in RIA Firms
January 15, 2020
Many founders choose internal successors to ease the burden and pressure of succession because these individuals already understand the firm’s processes, service approach, investment philosophy and client experience. However, this type of succession is not as straightforward as it appears.
ASK MOLLY | Clear the Clutter and Elevate Your Prospecting Process
January 10, 2020
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.
COI Referrals Boost Firm Growth for Financial Advisors
December 11, 2019
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).
Hindsight Is 20/20: Advice to Your Former Self
November 14, 2019
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.
ASK MOLLY | Look, Then Leap: Financial Advisors Unhappy at Their Current Firm Should Transition to Another
October 28, 2019
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 Hires Former Director of Advisor Recruiting From BAM Advisor Services in Bid to Expand DFA-Focused TAMP Offering
October 24, 2019
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.
Hindsight Is 20/20: Advice to Your Former Self
September 24, 2019
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.
Jonathan Rogers Featured in September Issue of FPA Next Generation Planner
September 19, 2019
Forum co-Managing Partner Jonathan Rogers was featured in the September issue of FPA Next Generation Planner.