TITLE

Getting referrals from CPAs and attorneys

AUTHOR(S)
Pittman, James D.
PUB. DATE
August 1997
SOURCE
LAN: Life Association News;Aug97, Vol. 92 Issue 8, p106
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Offers advice on how to obtain referrals or transferred trusts from certified public accountants (CPAs) and attorneys. Functions of referrals; Power of transferred trusts; Basic types of marketing influence; Defensive techniques in giving referrals; Details on offensive marketing; Lists of various products and services that offer referrals.
ACCESSION #
9710233987

 

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