Help me help you: Professional connections and the art of referrals

Build a stronger business

Jenna Brown
clock • 8 min read
Help me help you: Professional connections and the art of referrals
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Help me help you: Professional connections and the art of referrals

Referrals from professional connections are a much-coveted business opportunity and working with accountants and lawyers is said to be akin to the 'Holy Grail' among advisers. Jenna Brown talks to those in the know about the art of connecting, humility in collaboration and making it work for the client

Building strong client relationships is a key part of any adviser business but forging professional connections with like-minded lawyers, accountants and other IFAs is also essential. Good working relationships...

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