Key points
Welcome to the Professional Partners Success Blueprint, a nine-part series on developing successful referral relationships with solicitors and accountants.
Why do financial advisers find developing these relationships so challenging? Well, largely it comes down to just two things: what they say and what they do or, to be more accurate, what they don't say and what they don't do!
In particular, there are a number of issues that advisers often ignore or misjudge when they look to develop this market. Part 1 looks at the following issues:
• Reputational risk
• Poor targeting
• No structure, strategy or objectives
• No nurturing
• Poor follow-up
• Lack of patience and persistence
• Unrealistic expectations
Watch now to learn more.
