Give Referrals Back to Attorneys
Attorneys and financial advisers are both facing the same problem today--how to find new clients.
Those planners who cultivate attorneys, CPAs, and others have a bigger book of business and more assets under administration. "There is no question that our close relationships with attorneys has been part of the reason for our continuing growth," Bob Kreitler says. In return, financial advisers should be prepared to provide referrals back to the attorney. "Referrals are a two-way street," Russell Achzet notes. "Attorneys and financial advisers are both facing the same problem today--how to find new clients. Attorneys and financial advisers can have all the skills in the world, but they mean nothing if they are not sitting in front of clients."
-Russell Achzet, CFP, president, and CEO of AM&M Financial Services in Pittsford, N.Y., in Your Friend the Lawyer
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