Can You Capture $25 Million in New Assets in 2010 from Strategic Alliances?

This week, ADVISOR Radio interviews Steve Moeller, of American Business Visions, about the benefits of strategic alliances with estate and trust attorneys. You’ll learn how working with these professionals can boost your access to high quality clients and increase your credibility, with the potential for bringing in between $10-25 million in new assets. Steve will share tips on initiating the relationships, and making them more mutually rewarding, while you provide better service for your clients. Plus, Nancy Lininger, founder of The Consortium, a compliance consulting firm, joins us to provide the latest on regulatory changes coming down the pike from Washington D.C. Nancy will also weigh in on how you can streamline your compliance paperwork burden and what compliance changes you need to know about now.