Charles Wootton, partner at Foster Denovo, shares a professional connection success story and offers his tips on how to achieve the same.
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...
To continue reading this article...
Join Professional Adviser for free
- 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
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes