Posted on November 6, 2015

Better ways to refer clients to lawyers


Some advisors have built a strong strategic alliance with attorneys to benefit their clients, even though the attorney is not formally a part of the advisor’s organization. Josh Nelson, chief executive officer of Loveland, Colorado-based Keystone Financial Services, worked out an arrangement with estate-planning lawyer Thomas H. Shanley, who bills the client for his time directly, as a service to his clients.

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