Industry Voice: Implementation

Professional Partners Success Blueprint Series - Part 8

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 this video, Steve Billingham discusses how to go about securing a formal agreement to actively work together with solicitors and accountants you have been nurturing.

It's fair to say that if you have nurtured the relationship effectively to this point, "Implementation" should be a straightforward process, as you've done most of the hard work.

Watch part eight now.

More on Investment

Morningstar's Kenneth Lamont: Forget AI - battery technology is the theme to watch

Morningstar's Kenneth Lamont: Forget AI - battery technology is the theme to watch

'One in every three new cars will be electric by 2030'

Kenneth Lamont
clock 23 May 2025 • 4 min read
Event Voice: Your questions answered by Aberdeen at the Best Ideas summit

Event Voice: Your questions answered by Aberdeen at the Best Ideas summit

Global infrastructure equity is a top equity pick for H2 2025, says Aberdeen’s Ross McSkimming.

Ross McSkimming, Head of Equities Investment Specialists, Developed Markets, Aberdeen Investments
clock 22 May 2025 • 4 min read
Investment Week reveals Leaders List 2025

Investment Week reveals Leaders List 2025

Honouring investment change-makers

Katrina Lloyd
clock 21 May 2025 • 3 min read
Trustpilot