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

Committee warns of Treasury 'passivity' on financial stability private markets risks

Committee warns of Treasury 'passivity' on financial stability private markets risks

Concerns around gap in policymakers' evidence

Patrick Brusnahan
clock 12 January 2026 • 2 min read
Darius McDermott: The lessons from 2025 and opportunities ahead

Darius McDermott: The lessons from 2025 and opportunities ahead

'2025 has been a salutary lesson in the difficulty of timing markets'

Darius McDermott
clock 07 January 2026 • 5 min read
Trump, Modi and US-India trade tensions – who cares?

Trump, Modi and US-India trade tensions – who cares?

A bottom-up approach to finding hidden gems

Gabriel Sacks
clock 02 January 2026 • 4 min read

In-depth

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

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

Among hardest hit by ‘poorly consulted’ reforms

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

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

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

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

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
clock 20 October 2025 • 6 min read