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."
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."
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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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