Professional Partners Success Blueprint Series - Part 6

The Initial Meeting

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.

You've managed to get one of your target solicitor or accountants to agree to an initial meeting, what happens when you get there?

Part 6 looks at some ideas and strategies for establishing rapport, building credibility and gaining trust during that first meeting, along with common mistakes to avoid.

Watch part 6 now.

Related Topics

Key points

cti-logo

Author spotlight

Mark Grace

View profile
More from Mark Grace

Professional Partners Success Blueprint Series - Part 9

Professional Partners Success Blueprint Series - Part 8

More on Investment

FCA takes civil action against Neil Woodford and W4.0 for 'operating without authorisation'
Investment

FCA takes civil action against Neil Woodford and W4.0 for 'operating without authorisation'

Accused of breaching FSMA

Michael Nelson
Michael Nelson
clock 08 June 2026 • 2 min read
M&G's PruFund coming to Scottish Widows Platform
Investment

M&G's PruFund coming to Scottish Widows Platform

First third-party platform launch

Jen Frost
Jen Frost
clock 08 June 2026 • 2 min read
Investors move from cash to US equities as confidence improves
Investment

Investors move from cash to US equities as confidence improves

Investment Association figures show

Robin Amos
clock 05 June 2026 • 3 min read

In-depth

IHT on pensions: Advisers on a new way of working
Tax planning

IHT on pensions: Advisers on a new way of working

‘It has shifted the timing and focus of conversations’

Jenna Brown
Jenna Brown
clock 10 June 2026 • 8 min read
Workplace culture and the thriving financial advice practice
Your Business

Workplace culture and the thriving financial advice practice

Best Financial Advisers to Work For 2026

Jenna Brown
Jenna Brown
clock 04 June 2026 • 10 min read
Labour leadership contest: What a change could mean for IHT on pensions
Tax planning

Labour leadership contest: What a change could mean for IHT on pensions

Advisers warned against banking on U-turn

Jen Frost
Jen Frost
clock 28 May 2026 • 6 min read