Professional Partners Success Blueprint Series - Part 8

Implementation

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 this video Steve Billingham discusses how to go about securing a formal agreement to actively work together with solicitors and accountants you've been nurturing.

It's fair to say that if you have nurtured the relationship effectively to this point, "Implementation" should be a straightforward process, as you've done most of the hard work.

Watch part 8 now.

More on Investment

A very old saying with a very modern problem: Exploring behavioural biases

A very old saying with a very modern problem: Exploring behavioural biases

'If only the calendar could tell us when to take risk and when to retreat'

Ian Jensen-Humphreys
clock 16 April 2026 • 4 min read
Franklin Templeton launches enhanced indexing equity fund range for UK investors

Franklin Templeton launches enhanced indexing equity fund range for UK investors

Four funds launched

Michael Nelson
clock 13 April 2026 • 1 min read
Risk Warning Review plans aim to address 'negative framing' of investing

Risk Warning Review plans aim to address 'negative framing' of investing

Lowest investment rate in G7

Alex Sebastian
clock 09 April 2026 • 2 min read

In-depth

Are AI tools the new robo advisers?

Are AI tools the new robo advisers?

Reform not replacement

Laura Miller
clock 07 April 2026 • 8 min read
Advisers warned against 'cost-saving' exercises as FCA proposes ditching annual suitability requirement

Advisers warned against 'cost-saving' exercises as FCA proposes ditching annual suitability requirement

Changes offer an opportunity for more ‘meaningful’ advice

Sophia Panayi
clock 26 March 2026 • 4 min read
Advisers on Iran war: 'My advice goes well beyond just saying don't panic'

Advisers on Iran war: 'My advice goes well beyond just saying don't panic'

‘Clients are naturally concerned’

clock 11 March 2026 • 5 min read