Industry Voice: Ideas and strategies for establishing rapport

Professional Partners Success Blueprint Series - Part 6

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.

You've managed to get one of your target solicitor or accountants to agree to an initial meeting, what happens when you get there?

Part six looks at some ideas and strategies for establishing rapport, building credibility and gaining trust during that first meeting, along with common mistakes to avoid.

Watch part six now.

More on Investment

Stories of the Week: Rathbones' Consumer Duty review , Leadership shakeups, and VCT fundraising pressures

Stories of the Week: Rathbones' Consumer Duty review , Leadership shakeups, and VCT fundraising pressures

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

Investment Week
clock 19 June 2026 • 1 min read
Wealth Club's Jonathan Moyes: Being actively inactive is the name of the game

Wealth Club's Jonathan Moyes: Being actively inactive is the name of the game

'Industry's biggest challenge'

Jonathan Moyes
clock 18 June 2026 • 2 min read
Stories of the Week: Woodford in FCA crosshairs, MPS hits £200bn and markets brace for change

Stories of the Week: Woodford in FCA crosshairs, MPS hits £200bn and markets brace for change

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

Investment Week
clock 12 June 2026 • 1 min read
Trustpilot