Simon Goldthorpe: How advisers can best leverage professional connections

Professional introducers

clock • 3 min read

As professionals in a client-facing industry we all know the importance of building fruitful relationships, writes Simon Goldthorpe, who emphasises the benefits of professional connections and sets out how best to go about establishing and maintaining them...

The bond a financial adviser develops with their clients is what sees them returning year after year. Indeed, just as clients often value working with a range of experts in tandem, the same can be said for advisers' professional connections. There are countless professionals who can act as introducers to your services, but we'll focus on solicitors and accountants here, as they're often the natural partners for financial advisers. For example, someone going through a divorce is likely to want both legal guidance and a service to help them plan for their financial future. If they're a ...

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

Why psychological factors are critical for targeted support's success

Why psychological factors are critical for targeted support's success

Hidden diversity within segments

Greg B Davies
clock 14 November 2025 • 4 min read
Pre-Budget panic has 'got worse' with the current government

Pre-Budget panic has 'got worse' with the current government

‘Over the years the rumours have become more sensational’

Isabel Baxter
clock 14 November 2025 • 2 min read
Women in Financial Advice Awards 2025: Best pictures from the night

Women in Financial Advice Awards 2025: Best pictures from the night

Celebrating the best women in the industry

Professional Adviser
clock 14 November 2025 • 1 min read