Industry Voice: The relationship development process

Professional Partners Success Blueprint Series - Part 2

clock • 1 min read

Key points

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Welcome to the Professional Partners Success Blueprint, a nine-part series on developing successful referral relationships with solicitors and accountants.

In part two of the PPSB video series, we walk you through the overview of the blueprint itself.

The relationship development process is broken down into a six-stage framework and identifies the tools, tactics, content and marketing collateral that will help you build your credibility and demonstrate your professionalism from day one.

Part two explores the following:

• Prepare

• Approach

• Initial meeting

• Nurturing

• Implementation

• Build and embed

Watch now to learn more.

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