Thursday, June 12, 2008
Joel Schoenmeyer on Referrals
Over at the Death and Taxes blog, attorney Joel Schoenmeyer discusses how he handles referrals from representatives of corporate fiduciaries. "In most cases, there's absolutely no problem, but a problem can arise if the financial planner wants me to benefit Firm X in some way, particularly if the financial planner wants Firm X to act as a fiduciary."
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