Sponsored By
April 3, 2019
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Date: Apr 3, 2019
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PRESENTER:
Craig Hersch
Wills, Trusts & Estates Attorney
The Freedom Practice
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.