Webcast

How Advisors Can Receive a Steady Stream of High-Net-Worth Referrals
From T&E Lawyers

2:00PM - 3:30PM ET

Directed By

Russ Alan Prince President, R.A. Prince and Associates, Inc.; Executive Editor, Private Wealth magazine

and

Brett Van Bortel Executive Director, Invesco Consulting

The key to cultivating new and wealthier clients is to work with centers of influence. Among the more influential types of centers of influence for wealth management services and products are trusts and estates (T&E) lawyers. 

Join Russ Alan Prince and Brett Van Bortel for a dynamic discussion of the processes and methodologies for creating a steady stream of high-net-worth referrals from T&E lawyers. Some of the issues that will be covered include:

• What are the four types of T&E lawyers?

• What are the new business models of law firms focusing on the high-net-worth market?

• How do advisors evaluate the potential referral abilities of T&E lawyers?

• What motivates T&E lawyers to refer their clients to an advisor? (Hint: It’s not trading clients)

T&E lawyers who work with the wealthy and ultra-wealthy can be exceptional referral sources for financial advisors. The key is to systematically build meaningful revenue- generating relationships with them. 

Each attendee will receive a copy of :

• Street-Smart Networking 

• •The Private Client Lawyer 

Registration: $49.99

This webcast will not be recorded.

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