Industry Voice: Position yourself and your business

Professional Partners Success Blueprint Series - Part 4

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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 four of the PPSB video series, we continue looking at the first part of the blueprint: prepare.

This video looks at how you can go about making sure you are able to position yourself and your business in the most effective way with solicitors and accountants.

Proprietary researching into developing relationships with solicitors and accountants tells us what attributes they look for in any advisory firm they might choose to work with.

The most important criteria are:

• Qualifications

• Local profile and reputation

• Clear proposition and expertise

• Fee-based advice model

• Experience

• Cultural and Personal Fit

Watch now to learn more.

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