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...

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

Phillip Wickenden: Neurodiversity and the bumpy ride to inclusivity

Phillip Wickenden: Neurodiversity and the bumpy ride to inclusivity

Neurodiversity Celebration Week runs from 18 - 24 March

Phillip Wickenden
clock 18 March 2024 • 6 min read
FCA to review firms' treatment of vulnerable clients

FCA to review firms' treatment of vulnerable clients

The regulator will share its findings by end of the year

Sahar Nazir
clock 18 March 2024 • 1 min read
Concerns clients seek financial reassurance over financial advice

Concerns clients seek financial reassurance over financial advice

'AI can provide clients reassurance just as much as humans can’

Sahar Nazir
clock 15 March 2024 • 2 min read