Circle of trust: the value of referral relationships

We operate in a highly competitive industry and the importance of providing the best levels of customer service cannot be underestimated. Clients need to feel valued and – more than ever before – they need to see that advisers have gone the extra mile. It is about being ‘RDR-proofed’ and providing clients with the highest levels of consultancy. Offering add-on services via referrals can often be a good way of achieving this. For a long time, I had been looking for a good firm of solicitors to refer my clients to. About five years ago, a client came to me whose parents had sadly died with...