Dave Seager: Are you a safe pair of hands for solicitor referrals?
Firm's process of particular interest
Dave Seager: "It is sometimes difficult for solicitors to develop an ongoing relationship with a client, but a good financial planning partner will involve them on an ongoing basis."
With new rules coming into play for solicitor firms, Dave Seager looks at how advice firms can best present themselves as a suitable option for client referrals
In my last article for Professional Adviser I referred to the regulatory changes for solicitors that came late in 2019 and considered the reputational risk of solicitor firms not having an established...
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