Professional Partners Success Blueprint Series - Part 1

What's the Problem?

clock • 1 min read

Key points

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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.

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