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

Gabriel Sacks: Confronting concentration risk in Asia
Investment

Gabriel Sacks: Confronting concentration risk in Asia

'Asia's smaller companies merit much more attention than they routinely receive'

Gabriel Sacks
clock 10 September 2026 • 4 min read
UK fund flows drop 92% in July amid volatility and geopolitical friction
Investment

UK fund flows drop 92% in July amid volatility and geopolitical friction

IA data shows

Cristian Angeloni
Cristian Angeloni
clock 04 September 2026 • 2 min read
Index providers: The importance of being earnest
Investment

Index providers: The importance of being earnest

Not all indices are created in the same way

Colin Leggett
clock 27 August 2026 • 7 min read

In-depth

Advice JVs: Why professional services tie-ups are moving beyond referrals
Your profession

Advice JVs: Why professional services tie-ups are moving beyond referrals

Firms look to joint brand relationships

Isabel Baxter
Isabel Baxter
clock 27 August 2026 • 6 min read
The banks are back: What does this mean for advisers?
Your profession

The banks are back: What does this mean for advisers?

Banks ‘uniquely positioned’ to provide advice to mass market

Sophia Panayi
Sophia Panayi
clock 24 August 2026 • 6 min read
'High returns bring high risks': AI pace of change catches some off guard
Multi-Asset

'High returns bring high risks': AI pace of change catches some off guard

From ‘future theme’ to investment reality

Jen Frost
Jen Frost
clock 21 August 2026 • 10 min read