Winterthur Life has rolled out a business connection and education service to help intermediaries learn more about building professional relationships with solicitors and accountants.
Launch of the Winterthur Chambers service follows a successful pilot earlier this year – as reported on IFAonline in March – of the bi-monthly workshops and education service which is designed to help financial advisers understand the way accountant solicitor firms operate and hopefully lead to referral business from such relationships. Financial services firms are under pressure to cope with rising costs, falling margins and increasing regulatory developments so advisers should be courting and maintaining business relationships with other professions which also have good links with high...
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