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

 

Thank you for registering.

 

Upon confirmation of your payment you will receive directions of how to log in to the event.

 

Any questions regarding this event please contact
Linda Mantello (732) 450-8866 ext. 36 [email protected]

 

Note: This paid registration will admit ONE PERSON only. Any others logging in using that link will cause all parties to be removed from the event. No refund will be given if this should occur.

 

June 27, 2017

 

2:00PM - 3:30PM ET

 

Directed By

 
Mark Magnacca

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

and

 

Mark Magnacca

 

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 paid attendee will receive a copy of: 

 

•  Street-Smart Networking 

 

• The Private Client Lawyer

 

 

This webcast will not be recorded.

 

 

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