Other Citywire websites

Citywire printed articles sponsored by:


View the video online at http://citywire.co.uk/new-model-adviser/video/a661833

Adviser KnowHow: How to build professional connections

Sponsored By:

by Jun Merrett on Feb 27, 2013 at 11:18

Adviser KnowHow: How to build professional connections

Establishing professional connections with lawyers, accountants and other professionals has been a cornerstone for many IFAs to build up their client banks.

In the new world with the retail distribution review implemented, advisers with fees or agreed remuneration and statements of professional standing can stand shoulder to shoulder with other professionals and enhance relationships for a mutually beneficial agreement.

But how do you start building professional connections? And how do you do it successfully? Reporter Jun Merrett talked to Mark Pentelow of Pacific IFA about how he does it.

Click here to download the cribsheet for free.

leave a comment

Please sign in here or register here to comment. It is free to register and only takes a minute or two.

More about this article:

What others are saying

Archive

Sorry, this link is not
quite ready yet