Posts Tagged ‘Advocacy’

Forge Consulting and Advocacy Wealth Announce Advocacy Trust














Advocacy Trust


Chattanooga, TN (PRWEB) April 20, 2015

Forge and Advocacy proudly announce the launch of Advocacy Trust, a Tennessee chartered trust company.

Industry professionals founded the rapidly growing trust company. Advocacy’s strategy is to provide hands-on customized services as unique as our clients’ needs. The specialized team is experienced in asset protection, generational and estate planning, medical and special needs trusts, and the full array of litigation based settlement planning services. Unlike other national competitors, Advocacy integrates annuities as an asset class, often mitigating the impact of the Affordable Care Act surtax, alternative minimum tax and ultimately reducing ongoing trust fees.

“Our clients want protection and predictable income or growth. Having a trust company represents a perfect fit with our existing services and investment management businesses and reinforces our commitment to providing customized solutions to help them achieve their goals. We are excited about forming Advocacy Trust and what it allows us to do for our clients,” said Spooner Phillips, CEO of Forge Consulting.

“In an era of massive trust company and financial institution consolidation, customers do not always receive the personal attention they deserve,” said Bob Hogan, the president and CEO of Advocacy Trust. “Medical care and special need trusts, in particular, require a high level of expertise and focused support. We provide our customers with the experts they need, simplifying what can often be quite complicated.”

About Forge Consulting:

Founded in 2003, Forge Consulting LLC serves plaintiffs and their attorneys with a full suite of services and products. The consultants at Forge provide a thorough analysis of settlement options on any litigation case, identifying the client’s best interests and providing multiple options in easy to understand terms. In addition, Forge helps clients plan for the complicated issues associated with government benefits preservation, asset protection, estate planning, debt planning, housing, healthcare, and more. To learn more about Forge Consulting, visit forgeconsulting.com and see how confident you can be about your financial services partner.

About Advocacy Wealth Management:

Advocacy Wealth Management is an SEC-registered advisory firm focused on serving the needs of the plaintiff and their attorney(s) in the settlement process. Advocacy stands proudly at the forefront of the settlement planning industry, providing an objective assessment of options, turning abstract dollar signs and terms into tangible plans. Visit advocacywealth.com to learn more about Advocacy Wealth Management.






















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Zuberance to Host August 1 Webinar, “Top 5 Myths of Brand Advocacy Revealed”











Expert Speakers


San Carlos, CA (PRWEB) July 26, 2012

Date: Wednesday, August 1, 2012

Time: 11:00 AM PST/ 2:00 PM EST

Join the conversation on Twitter: #BrandAdvocates

Click here to register now.

Brand Advocacy is hot! According to a recent IBM study, brand advocacy is the #1 priority for CMO’s globally. As forward-thinking marketers are developing strategies to find and activate their most enthusiastic customers, it’s important to put to rest some myths surrounding advocacy. This webinar will address what it takes to run a successful advocacy program and the characteristics and motivations of Brand Advocates. (Do you know what Advocates crave most? Here’s a hint: It isn’t money.)

What You’ll Learn:

    Surprising insights about who Brand Advocates are and what makes them tick
    Best practices for engaging and energizing this influential segment to drive leads and sales
    How to measure the impact from brand advocacy programs
    Real world case studies from top brands like Ancestry.com, Rubio’s, and Intuit

Expert Speakers:

Nick Cifuentes, Global Social Media Director, Ancestry.com (@NickCifuentes)

Nick Cifuentes is the global social media director at Ancestry.com, the world’s largest online resource for family history, with more than 2 million paying subscribers as of July 2012. An industry veteran, Nick has worked in digital media and marketing since 2004, functioning in strategy, copywriting, analytics, search, planning, online media, and social media. He is a frequent guest writer on various industry blogs, and publishes his own blogs as well, including one focusing on digital media, and another on his side passion, ultramarathon running.

Rob Fuggetta, Founder/CEO, Zuberance (@RobFuggetta)

Rob Fuggetta is the leading expert on brand advocacy. He is a former partner at Regis McKenna Inc., the legendary marketing and communications firm where he co-managed the Apple account. He later became CMO at Genuity, a Verizon spin-out which went public in June 2000. Fuggetta is the author of “Brand Advocates: Turning Enthusiastic Customers into a Powerful Marketing Force,” published by John Wiley & Sons.

Bonus! 10 webinar attendees will win a copy of Rob Fuggetta’s new book, “Brand Advocates: Turning Enthusiastic Customers into a Powerful Marketing Force.”

Click here to register now.

About Zuberance

Zuberance is the leading social media marketing company focused on Brand Advocates. Zuberance’s award-winning social media marketing solution enables companies to systematically identify and energize their highly-satisfied customers (AKA “Brand Advocates”), driving measurable increases in referral leads, recommendations, and revenues. For more information, visit http://www.zuberance.com or follow Zuberance on Twitter @zuberance. Zuberance is a member of the International Health, Racquet & Sportsclub Association (IHRSA) and the Word of Mouth Marketing Association (WOMMA.)






















Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.









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