From IT to IFA: Is this man mad? Part VI

IFA Peter Lawrence looks at sowing the seeds of professional connections.

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Peter Lawrence spent 30 years working in IT but last year decided to launch his own IFA: Prime Time Financial. Professional Adviser has been tracking his progress. This month he looks at sowing the seeds of professional connections.

I have spent the last month sowing seeds. Not literally, because I’m no gardener, but by making contacts among the accountants in my area. This is my first foray into professional connections, and potentially a scary exercise. But since I spent my pre-financial services life dealing at a business-to-business level I am quite comfortable with the prospect. My approach has been to run an ‘accountants’ briefing’ on the subject of pensions reform. The aim was to inform them so that they could provide a better service to their employer clients, while at the same time telling them about the se...

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