Affinity relationships: how to partner with a law firm

Guardian Wealth Management this week paired up with law firm Irwin Mitchell to offer legal services to its clients. We asked Guardian commercial director Ian Sweet how it is done.  Assess the need Spending resources on a partnership with no customer value is pointless, however well-respected the partner. Sweet says a working relationship must be born out of client need. "We discussed with clients the sort of services we might offer them and they said they needed will writing and trust services, so this was the natural choice." Do your research Don't go in blind - research th...