PRESENTER
Craig Hersch
Wills, Trusts & Estates Attorney
Sheppard, Brett, Stewart, Hersch,Kinsey & Hill PA
PRESENTER
Maria Reimer
Team Success Coach
The Freedom Practice Development Program
MODERATOR
Susan Lipp
Editor in Chief
Trusts & Estates
There’s a general mindset that if you refer a new prospect to someone, that person is expected to refer you one in return. It’s perceived that the relationship’s balance depends on a roughly even exchange.
This webinar will explore how those in the legal, tax and financial industries might instead evaluate and strengthen their professional relationships rather than expect a quid pro quo.
This event is open to Trusts & Estates subscribers ONLY. To attend, subscribe at the special rate of $149 when you register.
As a Trusts & Estates subscriber, you'll have access to:
- Our archive of subscriber-only webinars, as well as complimentary registration to future webinars
- The Tax Year in Review issue, the Charitable Giving issue and the Art, Auction & Antiques special report
- ...and more exclusive estate-planning content only available online
