Professional Partners Success Blueprint Series - Part 2

The Blueprint

clock • 1 min read

Key points

cti-logo

Welcome to the Professional Partners Success Blueprint. A 9 part series on developing successful referral relationships with solicitors and accountants.

In part 2 of the PPSB video series, we walk you through the overview of the blueprint itself.

The relationship development process is broken down into a six stage framework and identifies the tools, tactics, content and marketing collateral that will help you build your credibility and demonstrate your professioanlism from day 1.

Part 2 explores the following;

  • Prepare
  • Approach
  • Initial meeting
  • Nurturing
  • Implentation
  • Build and embed

Watch now to learn more.

More on Investment

Mabel Insights adds DFM partner

Mabel Insights adds DFM partner

Additional Waverton data to be available on comparison site

Jen Frost
clock 12 November 2024 • 2 min read
Partner Insight: Navigating the great wealth transfer

Partner Insight: Navigating the great wealth transfer

The great wealth transfer represents opportunity and risk in equal measure for financial advisers.

Warwick Bloore Senior Specialist, Adviser Research Centre, Vanguard, Europe
clock 12 November 2024 • 6 min read
Neil Woodford makes YouTube and Instagram appearance with investment channel

Neil Woodford makes YouTube and Instagram appearance with investment channel

Woodford Views is being pushed out across social media

Eve Maddock-Jones
clock 11 November 2024 • 2 min read

In-depth

Your Autumn Budget briefing: Tax and pensions changes Labour could have in store

Your Autumn Budget briefing: Tax and pensions changes Labour could have in store

Budget comes as prime minister says country 'embrace the harsh light of fiscal reality'

Jen Frost
clock 29 October 2024 • 22 min read
In view: Plotting PFS change

In view: Plotting PFS change

From first operating loss since 2008 to sponsorship, board and revenue changes

Jen Frost
clock 17 October 2024 • 6 min read
Inside look: Fintel's ambitious 'Bloomberg of retail' plans

Inside look: Fintel's ambitious 'Bloomberg of retail' plans

Integration in focus as group pushes pause on deals

Sahar Nazir
clock 30 September 2024 • 6 min read