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Introducing a Business Consultant to a Client Family

EPISODE · Mar 5, 2019 · 13 MIN

Introducing a Business Consultant to a Client Family

from ACTEC Trust & Estate Talk · host The American College of Trust and Estate Counsel

A best practice discussion of how to introduce a client to a new consultant, B2B introduction, by experts in trust and estate law. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.     

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Introducing a Business Consultant to a Client Family

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