Professional Partners Success Blueprint Series - Part 9

Build & Embed

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.

If you've moved your S & A relationships this far forwards, you are well and truly on the home straight. This video looks at how to formalise and manage you professional partner relationships.

The main objectives of the Build and Embed stage are simple:

  • To formalise the relationship
  • To generate a consisten and sustainable flow of ideal client referrals
  • To lock out your competitors

Watch part 9 now.

More on Investment

How quality investing behaves through the cycle

How quality investing behaves through the cycle

Resilience when it matters more

Joseph Stephens and Laura Neill
clock 14 September 2026 • 4 min read
Why portfolios need to evolve, not revolve when it comes to client outcomes

Why portfolios need to evolve, not revolve when it comes to client outcomes

'As market structures evolve, so must portfolio construction'

Ed Senior
clock 11 September 2026 • 4 min read
What does 'quality' investing actually mean?

What does 'quality' investing actually mean?

Why persistence is the real test

Joseph Stephens and Laura Neill
clock 11 September 2026 • 4 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