New Relationship to Drive Growth for the $3.8 Billion Firm Through Advisor Coaching, Continued Education
LOMBARD, Ill., May 16, 2019 /PRNewswire/ — Forum Financial Management is pleased to announce a new strategic relationship with Solin Consulting, an advisory coaching firm founded by New York Times bestselling author and financial blogger Dan Solin. With more than $3.8 billion under management, Forum Financial Management serves more than 3,250 clients through its national team of 70 advisors.
As keynote speaker at the Forum Financial Management May advisor conference, Solin spoke with Forum advisors about the “Solin Process,” an evidence-based way to convert prospects into clients, using studies from psychology and neuroscience journals. Reflecting on the event, Solin said, “I could not be more pleased that we had such great feedback.”
Forum Financial Management will begin offering Forum advisors coaching sessions with Solin about how to apply the process in client meetings. According to Solin, “It’s about the ability to intensely focus on the person in front of you.”
Jonathan Rogers, Forum Financial Management co-managing partner, said, “We are bringing Dan Solin in to work one-on-one with our advisors because, like us, he thinks listening is the foundation of strong relationships. His coaching will help our advisors dive deeper in our conversations by carefully listening to what clients are saying, what they leave unsaid and where they want to take the conversation.”
For more information about Forum Financial Management, visit www.forumfin.com.
Forum Financial Management, LP is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. The home office is located at 1900 S. Highland Ave., Suite 100, Lombard, IL 60148. Before making an investment decision, please contact our office at 630.873.8520 to receive a copy of Forum’s Advisory Agreement and Form ADV Part 2A, which includes Forum’s fee schedule. This information is intended to serve as a basis for further discussion with your professional advisors. Although great effort has been taken to provide accurate numbers and explanations, this information should not be relied upon for making investment decisions. web: www.forumfin.com.
SOURCE: Forum Financial Management