Welcome to the Professional Partners Success Blueprint. A 9 part series on developing successful referral relationships with solicitors and accountants.
Why do financial advisers find developing these relationships so challenging? Well, largely it comes down to just 2 things. What they say and what they do or, to be more accurate, what they don't say and what they don't do!
In particular there are a number of issues that advisers often ignore or misjudge when they look to develop this market. Part 1 looks at the following issues;
- Reputational risk
- Poor targeting
- No structure, strategy or objectives
- No nurturing
- Poor follow up
- Lack of patience and persistance
- Unrealistic expectations
Watch now to learn more.