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Adviser KnowHow: How to build professional connections
by Jun Merrett on Feb 27, 2013 at 11:18
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.
Previously on Adviser KnowHow
by Max Skjönsberg on Mar 06, 2014 at 15:15