Industry Voice: The relationship development process

Professional Partners Success Blueprint Series - Part 2

clock • 1 min read

Key points

cti-logo

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.

More on Investment

Stories of the week: ISA reform, stamp duty, and gold prices

Stories of the week: ISA reform, stamp duty, and gold prices

The biggest stories from the world of investment and asset management this week

clock 24 October 2025 • 1 min read
Deep Dive: Investors return to 'resilient' frontier markets marching to their own beat

Deep Dive: Investors return to 'resilient' frontier markets marching to their own beat

Markets 'no longer just adjusting under duress'

Maria Nicholls
clock 17 October 2025 • 5 min read
Stories of the week: AI boom, Cash ISA reforms and US shutdown

Stories of the week: AI boom, Cash ISA reforms and US shutdown

The biggest stories from the world of investment and asset management this week

clock 17 October 2025 • 1 min read
Trustpilot