Professional Partners Success Blueprint Series - Part 5

The Approach

clock • 1 min read

Key points

cti-logo

Welcome to the Professional Partners Success Blueprint. A 9 part series on developing successful referral relationships with solicitors and accountants.

In part 5 of the PPSB video series, we explore the 7 most effective strategies to connect with solicitors and accountants and give you some specific ideas on how to make contact.

These strategies include;

  • Mutual client introduction
  • Your exisiting clients' needs
  • Networking
  • Running seminars and webinars
  • Attending and speaking at their events
  • Social Media
  • Clearly defining the objective

Watch now to learn more.

More on Investment

Value investing: What if patience isn't just a virtue?

Value investing: What if patience isn't just a virtue?

‘Patience remains seriously underrated for generating outperformance’

Gary Channon
clock 20 February 2026 • 4 min read
The risks of underinvesting in a stock market bubble

The risks of underinvesting in a stock market bubble

Booms and crashes are part and parcel of the market cycle

Laith Khalaf
clock 17 February 2026 • 3 min read
US investment manager Nuveen to buy Schroders in £9.9bn deal

US investment manager Nuveen to buy Schroders in £9.9bn deal

Combined group will oversee almost $2.5trn of assets under management

Linus Uhlig
clock 12 February 2026 • 2 min read

In-depth

The adviser firms private equity wants in 2026

The adviser firms private equity wants in 2026

'People-led durability is now the premium asset in 2026'

Laura Miller
clock 16 February 2026 • 7 min read
Onshore bonds are back – but who is leading the call for their return?

Onshore bonds are back – but who is leading the call for their return?

'Innovation, as ever in financial services, starts by looking in the rear-view mirror'

clock 11 February 2026 • 5 min read
Student debt and advice: 'Strong case' for it to be given greater attention

Student debt and advice: 'Strong case' for it to be given greater attention

Overlooked but ‘shouldn’t be ignored’

Isabel Baxter
clock 09 February 2026 • 8 min read