Collaborating With Estate Planning Attorneys

Collaborating With Estate Planning Attorneys
Rick Randall
08/06/10 4 PM EST
IWI
3.1
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To better serve your clients' routine and complex estate planning needs, collaborating with estate planning attorneys is crucial. It also helps you gain referrals and strengthen long-term relationships with clients.

In this session, you’ll learn:

  • Why estate planning attorneys almost always fail a financial advisor’s litmus test
  • How to interview estate attorneys to find the right fit—for yourself and your clients!
  • How setting expectations is the key to successful collaboration
  • How to manage a shared client engagement
  • A client-centered definition of what it means to be a "Trusted Advisor"
  • How to create ongoing engagements that will last generations

Guest speaker Richard Randall is an attorney at Randall Law Offices, an estate planning law firm based in Indianapolis, Indiana that serves over 300 client families. He develops and teaches concepts, tools, and systems designed to help professional advisors and client families create, appreciate, and enjoy true wealth (both financial and non-financial), and to assure that true wealth is efficiently transferred and effectively received.

Randall, who is a blogger on estate planning topics for Advisors4Advisors.com, is a founding member of the National Network of Estate Planning Attorneys and now serves the Network's Chairman and CEO.

 

This webinar is approved for IMCA CE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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3.1
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(Updated: August 05, 2010)
5.0
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Rick has captured the essential nuance....team collaboration in the client's best interest with the professionals develping the planning recommendations together. Well done

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(Updated: August 05, 2010)
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VERY INFORMATIVE AND IMMEDIATELY USEFUL.

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(Updated: August 05, 2010)
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Very enlightening. I've always been curious of what estate planning attorneys think of advisors as well as what are the barriers to establishing relationships with them.

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(Updated: August 05, 2010)
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This was informative and well presented. There were several takeaways that I can use immediately in our firm's networking efforts.

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(Updated: August 05, 2010)
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As an advisor who is about to begin a major marketing push and develop an estate planning attorney referral network, this session was profoundly valuable. I have three pages of notes and shudder to think that I almost missed it.

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