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

'It's been frantic – in a good way': Orbis' Matt Spencer on maintaining momentum
Investment

'It's been frantic – in a good way': Orbis' Matt Spencer on maintaining momentum

Advisers in the UK are ‘exceptionally high quality’

Jenna Brown
Jenna Brown
clock 25 November 2025 • 8 min read
Why 'bubble talk' doesn't always burst markets
Investment

Why 'bubble talk' doesn't always burst markets

What’s really driving recent returns?

Eleanor Ingilby
clock 20 November 2025 • 4 min read
Consultancy launches to provide IFAs with 'robust' investment processes
Investment

Consultancy launches to provide IFAs with 'robust' investment processes

Sheridan Admans launches Infundly

Isabel Baxter
Isabel Baxter
clock 06 November 2025 • 1 min read

In-depth

The 'stark' impact of tax and pensions changes on special needs families
Tax planning

The 'stark' impact of tax and pensions changes on special needs families

Among hardest hit by ‘poorly consulted’ reforms

Jen Frost
Jen Frost
clock 27 October 2025 • 8 min read
Reeves' rumoured ISA reforms risk 'harm' and diversification issues
Your profession

Reeves' rumoured ISA reforms risk 'harm' and diversification issues

Concerns over rumoured £10k cash ISA cap and potential UK equity mandate

Sahar Nazir
Sahar Nazir
clock 22 October 2025 • 5 min read
Rumoured Evelyn/RBC deal would turbocharge market share but large mergers 'notoriously complex'
Companies

Rumoured Evelyn/RBC deal would turbocharge market share but large mergers 'notoriously complex'

Sale ‘no surprise’ after Evelyn’s fund and professional services business offload

Isabel Baxter
Isabel Baxter
clock 20 October 2025 • 6 min read