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

Why non-transparent managers are behind most failed acquisitions

Why non-transparent managers are behind most failed acquisitions

‘They don’t understand the importance of culture and cohesion’

Rami Cassis
clock 12 April 2024 • 3 min read
Partner Insight: Understanding the investment universe

Partner Insight: Understanding the investment universe

Invesco
clock 12 April 2024 • 6 min read
FCA issues warning notice to Neil Woodford over liquidity failings

FCA issues warning notice to Neil Woodford over liquidity failings

The firm failed on four accounts between 2018 and 2019

James Baxter-Derrington
clock 11 April 2024 • 2 min read

In-depth

Friday Night Takeaway: Is talk of bonds giving you whiplash?

Friday Night Takeaway: Is talk of bonds giving you whiplash?

The editor's Friday Night Takeaway from 12 April

Hope Coumbe
clock 12 April 2024 • 1 min read
Schroders Personal Wealth five years on: Did it change the game?

Schroders Personal Wealth five years on: Did it change the game?

'Perhaps more evolution that revolution in the market'

Justin Cash
clock 12 April 2024 • 4 min read
Firefighter to adviser: Ian O'Dowd on assessing the situation

Firefighter to adviser: Ian O'Dowd on assessing the situation

‘I don’t go into burning buildings to save financial plans, but the same ethos rings true’

Isabel Baxter
clock 10 April 2024 • 4 min read