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

News editor's view: The devil in the Budget detail

News editor's view: The devil in the Budget detail

The news editor's Friday Night Takeaway from 30 October

Isabel Baxter
clock 30 October 2026 • 2 min read
What's spooking financial advisers this Halloween?

What's spooking financial advisers this Halloween?

Experts share what's keeping the profession awake this spooky season

Professional Adviser
clock 30 October 2026 • 4 min read
Feel Good Friday: CISI urges financial planners to give 'one hour' to upcoming Financial Planning Week

Feel Good Friday: CISI urges financial planners to give 'one hour' to upcoming Financial Planning Week

Event takes place January 2027

Professional Adviser
clock 30 October 2026 • 1 min read