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Ethical Referrals In Person and Online: Plan Your Referral Strategy Now for The New Normal

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$20 for Members
$30 for Non-Members

60 minutes
Date Published

June 8, 2020


Westchester County Bar Association




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Many people build their practice around giving and getting referrals. But how do you ask for a referral in the time of COVID-19? In this talk we will discuss how to still give and get referrals, as well as best practices for referrers, the referred and the referred-to. We will cover the ethical rules and ethics opinions that set the parameters for approved actions.

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Abby Rosmarin, Esq.

Abby Rosmarin, Esq., Berkman Bottger Newman & Schein, LLPAbby is an attorney and a licensed mental health counselor who... Read More

Carol Schiro Greenwald, PhD.

Carol is a marketing and management strategist, trainer and business development coach. She works with professionals and... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Ethical Referrals In Person and Online - Video
Ethical Referrals In Person and Online - Slide Handout
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If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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