Marketing and Lending to Attorneys and Law Firms

Contact Tom Carlin


(914) 834 4555

Marketing and Lending to Attorneys and Law Firms

Length: 0.5 Day

This session examines the credit and marketing issues encountered by the private banker when dealing with law firms and lawyers. This course provides confidence and skills needed to make informed lending and credit decisions for the individual lawyer and/or law firm. Additionally, identification of business opportunities is an important part of this session.

Through a combination of lecture and case study work, this course provides participants with the information needed to work effectively with individual lawyers and law firms, both as customers and prospects, as well as an increased awareness of the financial and business issues facing law firms today. Finally, an ability to provide financial solutions for the law firm customer or prospect will be presented.


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    Any of our online credit training programs when your institution purchases 3 or more licenses.

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