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

UK small-caps – down and out or ready for a rope-a-dope?

UK small-caps – down and out or ready for a rope-a-dope?

'Our faith is rooted in our own in-depth research and direct engagement with businesses'

Eustace Santa Barbara
clock 19 June 2026 • 5 min read
US-Iran truce eases inflation picture but markets to experience 'hangover'

US-Iran truce eases inflation picture but markets to experience 'hangover'

Fed and BoE face 'balancing act'

Michael Nelson
clock 15 June 2026 • 3 min read
FCA takes civil action against Neil Woodford and W4.0 for 'operating without authorisation'

FCA takes civil action against Neil Woodford and W4.0 for 'operating without authorisation'

Accused of breaching FSMA

Michael Nelson
clock 08 June 2026 • 2 min read

In-depth

IHT on pensions: Advisers on a new way of working

IHT on pensions: Advisers on a new way of working

‘It has shifted the timing and focus of conversations’

Jenna Brown
clock 10 June 2026 • 8 min read
Workplace culture and the thriving financial advice practice

Workplace culture and the thriving financial advice practice

Best Financial Advisers to Work For 2026

Jenna Brown
clock 04 June 2026 • 10 min read
Labour leadership contest: What a change could mean for IHT on pensions

Labour leadership contest: What a change could mean for IHT on pensions

Advisers warned against banking on U-turn

Jen Frost
clock 28 May 2026 • 6 min read