Join Our Referral Advisor Program...
Let Us Earn Your Client's Trust! |
At Inter Vivos our top priority is to
reinforce and support your relationship with a client. As a result we encourage
collaborative consultations with you present to best strategize for your
client’s needs. As we assist them in planning for their future we strive to
keep you informed and involved in the process, and if any conflicts or doubts arise
we will discuss them with you first before addressing them with a client. By
reinforcing your recommendations and strategies for other areas of their
planning, we help clients strengthen their trust and dependence on you. Many of
our Attorneys and support staff are also licensed to offer complimentary
services as needed, to help you ensure that your client’s needs are being fully
addressed without the risk that a client will seek out other advisors to assist
them. By doing so, we keep the ball in your court and strengthen your role as
their primary trusted professional year after year.
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