David Ingram: In professional connections, be compatible not combatable

Evidence of expertise

clock • 3 min read

Starting a professional connection on the right terms is key to creating success and, says David Ingram, that means ensuring from the off that your relationship is compatible not combatable

When advisers and solicitors work well together, the relationship proves to be beneficial to both parties and to their mutual clients. Despite initial enthusiasm, however, not all these relationships do work as they should,. This can lead to the relationship breaking down with, very often, both parties deciding not to make the attempt to work in similar relationships in the future. Over the years, we have had the opportunity to look at a lot of these failed relationships and the reasons for the failure. There is usually no single factor but one very common issue is that insufficient care...

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

Join

 

Already a Professional Adviser member?

Login

More on Your profession

WhatsApp for client communications gets tick of approval

WhatsApp for client communications gets tick of approval

'Easier to confirm meetings via WhatsApp than calling'

Sahar Nazir
clock 07 May 2024 • 1 min read
PA Asks: Do you think it is worth it for advisers to be Chartered?

PA Asks: Do you think it is worth it for advisers to be Chartered?

This week’s poll also looks at new clients and Consumer Duty

Professional Adviser
clock 07 May 2024 • 1 min read
Feel Good Friday: Brooks Macdonald gives sports wellbeing advice

Feel Good Friday: Brooks Macdonald gives sports wellbeing advice

Wealth manager has partnered with charity Sporting Wellness

Professional Adviser
clock 03 May 2024 • 1 min read