Working collaboratively with accountants and solicitors is a double win for your business:
1. It can lead to better outcomes for existing clients.
2. It’s a great way to grow your business through referrals.
But how do you go about finding these referral relationships?
You won’t be surprised to hear that it’s not always straightforward and that it can take some time.
The Power of Collaboration
Octopus Investments has put together an interactive guide called ‘The Power of Collaboration’ (it’s a PDF you can click to find your way around). It will help you refine your own approach to setting up and nurturing referral relationships.
Inside, you’ll read about the four ingredients needed to grow through referrals. You’ll find short, helpful webinars embedded in the guide. There are also two videos – from SIFA and ICAEW – offering expert insight into the opportunity for advisers to collaborate with other professionals.
Are you missing out on referrals from accountants and solicitors?
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