Image:
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...
To continue reading this article...
Join Professional Adviser
- Unlimited access to real-time news, industry insights and market intelligence.
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters.
- Make smart business decisions with the latest developments in regulation, investing retirement and protection.
- Tap into our community intelligence through our regular Pro Adviser poll.
- Be the first to hear about our events and awards programmes.
