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

Stories of the week: Budget 2026, VCT tax relief, and Saba Capital

Stories of the week: Budget 2026, VCT tax relief, and Saba Capital

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

clock 28 November 2025 • 1 min read
Partner Insight: CLOs Open New Routes to Income and Diversification

Partner Insight: CLOs Open New Routes to Income and Diversification

The $1.4 trillion CLO market is poised for continued growth as new publicly traded securities broaden access

PGIM
clock 24 November 2025 • 2 min read
Partner Insight: Federated Hermes MDT - Systematic Stock Selection for Uncertain Markets

Partner Insight: Federated Hermes MDT - Systematic Stock Selection for Uncertain Markets

The Federated Hermes MDT team outlines how their systematic approach to US equities aims to deliver consistent alpha without relying on macro forecasts or concentrated bets.

Federated Hermes
clock 24 November 2025 • 3 min read
Trustpilot