Select Language

Check Application Status
en

Resource Zone

Reaching affluent clients by partnering with accountants and lawyers

Blake Colin Maurice Griffith

Rate 1 Rate 2 Rate 3 Rate 4 Rate 5 0 Ratings Choose a rating
Please Login or Become A Member for additional features

Note: Any content shared is only viewable to MDRT members.

Strategic alliances with tax attorneys and tax accountants can result in referrals for your practice and improved solutions for your clients. In this session, Griffith shares some of the tax and financial planning strategies he’s learned and how they’ve benefitted his business. Lawyers and accountants also need to grow their businesses, and these alliances create the coveted financial team high-net-worth clients are seeking. Presented at the 2016 Annual Meeting.
 

{{GetTotalComments()}} Comments

Please Login or Become A Member to add comments