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The Boomer Advisor Circle™


Leveraging technology to improve Client Advisory Services!

The Boomer Advisor Circle™ offers a unique opportunity to leverage the expertise of top consultants, learn from peers and develop relationships with leading solution providers in the area of client advisory services. Members assist one another with decision making, holding one another accountable and developing a road map for success.

Benefits of The Boomer Advisor Circle Membership 

  • Learn from firms of all sizes in a collaborative environment.
  • Access, and work with, top experts and leading solution providers.
  • Get advice from peers that have experienced, or are experiencing, similar issues.
  • See how firms are increasing their margins by providing higher value services while increasing productivity.
  • Gain confidence that your firm is making the correct client advisory services decisions.
  • Discover new ideas and avoid pitfalls.
  • Set goals, develop a road map for success and be held accountable.
  • Build trusted, personal and professional relationships.

Want a different perspective?

Click "Ask a Member" to check out our webinar series to see how our members answer your questions:

Should you apply for membership in The Boomer Advisor Circle™?

  • Is your firm interested in offering higher level, more profitable advisory services?
  • Are you willing to dedicate time to a peer group?
  • Are you willing to share your experiences with others and to learn from their experiences?
  • Are you willing to be held accountable by your peer group?

Current Members...
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