Nuts and Bolts of Getting and Giving Lawyer Referrals
Attorney at Work
SEPTEMBER 8, 2022
If your estate planning clients or divorce clients need life insurance, put life insurance agents you personally know on your list. Keep some note cards and stamps in your desk, and send the note (again, if your client says it’s okay) to your referral source as the last step in opening your file. What you can do for them.
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