Professional Partners Success Blueprint

Professional Partners Success Blueprint provides a proven step by step framework and process for financial advisers and planners on how to develop successful (defined as profitable, sustainable and long-term) referral relationships with solicitors (lawyers) and accountants (CPAs).Based upon the author's established and proven consultancy programme which has helped many advisers to develop such relationships, the book explores why solicitors and accountants are attractive sources of...
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Professional Partners Success Blueprint provides a proven step by step framework and process for financial advisers and planners on how to develop successful (defined as profitable, sustainable and long-term) referral relationships with solicitors (lawyers) and accountants (CPAs).Based upon the author's established and proven consultancy programme which has helped many advisers to develop such relationships, the book explores why solicitors and accountants are attractive sources of referrals and why now is the time to be doing so. It also explores the common mistakes that advisers and planners usually make that result in them feeling frustrated and failing to gain the traction their efforts deserve.Those clients who have adopted the strategies, tactics and ideas contained in the book have seen immediate success in terms of securing initial meetings and getting client referrals early in the relationship development process.The blueprint breaks down the relationship development process into six key stages and identifies the actions, strategies, tactics and collateral materials you need, to build credibility and trust quickly and professionally.This is a "must read" for any adviser or planner looking to be taken seriously by other professionals.