New Model Adviser - For Professional Investors

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

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 or register to comment. It is free to register and only takes a minute or two.