Professional Partners Success Blueprint Series - Part 7

Nurture

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 7 of the PPSB video series we talk about how to nurture S & A relationships over time.

"Nurturing" might be the 4th stage in the relationship development process, but remember, we have only just completed the first meeting, so it is still very early days in relationship terms.

Your objectives have to reflect that. Some of the key things you should be trying to achieve in the nurturing stage are;

  • To continue to establish your credibility, by building on the great work you did during the first meeting.
  • To demonstrate that you understand the issues and challenges they are facing by talking more about the impact those challenges are having on them and their practice.

Watch part 7 now.

More on Investment

Chris Justham: Why the industry must 'entertain and engage' investors

Chris Justham: Why the industry must 'entertain and engage' investors

‘We can’t just offer them a dry cracker and ask them to chew it down’

Chris Justham
clock 07 October 2026 • 3 min read
Jupiter Merlin makes 'keystone' changes and cuts charges on Select range to attract advisers

Jupiter Merlin makes 'keystone' changes and cuts charges on Select range to attract advisers

Two new funds launched

Michael Nelson
clock 06 October 2026 • 6 min read
Darius McDermott: Is it time to take another look at China?

Darius McDermott: Is it time to take another look at China?

'It has been a difficult period for the Chinese stock market'

Darius McDermott
clock 06 October 2026 • 5 min read

In-depth

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

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

Firms look to joint brand relationships

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

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

Banks ‘uniquely positioned’ to provide advice to mass market

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

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

From ‘future theme’ to investment reality

Jen Frost
clock 21 August 2026 • 10 min read