Professional Partners Success Blueprint Series - Part 7

Nurture

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 7 of the PPSB video series we talk about how to nurture S & A relationships over time.

"Nurturing" might be the 4th stage in the relationship development process, but remember, we have only just completed the first meeting, so it is still very early days in relationship terms.

Your objectives have to reflect that. Some of the key things you should be trying to achieve in the nurturing stage are;

  • To continue to establish your credibility, by building on the great work you did during the first meeting.
  • To demonstrate that you understand the issues and challenges they are facing by talking more about the impact those challenges are having on them and their practice.

Watch part 7 now.

More on Investment

UK funds hit by £31.5bn in outflows so far in 2024

UK funds hit by £31.5bn in outflows so far in 2024

Passive UK-domiciled index funds gathered more than £14bn year-to-date

Giovanni Cafaro
clock 26 November 2024 • 3 min read
Advisers have opportunity to deepen private market engagement

Advisers have opportunity to deepen private market engagement

Most client allocations to private markets are either 5%-10% or 1%-5%

Isabel Baxter
clock 18 November 2024 • 2 min read
Royal London cuts number of governed range portfolios

Royal London cuts number of governed range portfolios

Renaming remaining portfolios to reflect level of investment risk

Jenna Brown
clock 18 November 2024 • 1 min read

In-depth

Analysis: Advice M&A continues apace as FCA review looms

Analysis: Advice M&A continues apace as FCA review looms

Firms taking very different approaches to buying and selling

Isabel Baxter
clock 18 November 2024 • 7 min read
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