Format: Download Slides with Synchronized Audio - MP4 Video File $9

Presenter: Karen S. Franklin

In this presentation, Karen Franklin explores keys to a successful and productive relationship between professional genealogist and client -- from both points of view. Karen has worked privately for the "rich and famous" (dead and alive) for decades. Professional genealogists can benefit from learning to listen, developing open communication, clarifying goals, starting small, managing subcontractors (and how to be a good one) and expectations. She will give examples of successful (and not so successful) commissions, types of projects, and outcomes. Prospective clients can learn what to expect from a professional relationship, how to set limits, follow progress, understand billing, and have fun. And much more.