Professional Partners Success Blueprint Series - Part 9

Build & Embed

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.

If you've moved your S & A relationships this far forwards, you are well and truly on the home straight. This video looks at how to formalise and manage you professional partner relationships.

The main objectives of the Build and Embed stage are simple:

• To formalise the relationship

• To generate a consisten and sustainable flow of ideal client referrals

• To lock out your competitors

Watch part 9 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