Dave Seager: Helping solicitors make adviser referrals

Adviser/solicitor referrals

clock • 4 min read

Now is the perfect time for financial advisers to assist the solicitors they have connections with, writes SIFA's Dave Seager, to help boost relationships and gain more referrals...

It has long been said that solicitors, as individuals and as businesses, are naturally risk averse. Perhaps this is understandable from a profession that is dealing with the very precise matters of law and used to paying huge attention to detail. After all, the job is often to find solutions to problems or indeed ensure that there are no unforeseen landmines in the future. The role is frequently about taking risk out of the picture for the client, so of course the solicitor should be risk averse. While individual practitioners should not be encouraged to individually take risky decisi...

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