Professional Partners Success Blueprint by Steve Billingham

By Steve Billingham

specialist companions good fortune Blueprint offers a confirmed step-by-step framework and approach for monetary advisers and planners on easy methods to advance winning (defined as ecocnomic, sustainable and long term) referral relationships with solicitors and accountants.

Based upon the author's proven and confirmed consultancy programme which has helped many advisers to advance such relationships, the publication explores why solicitors and accountants are appealing resources of referrals and why now's the time to be doing so. It additionally explores the typical blunders that advisers and planners often make that lead to them feeling pissed off and failing to achieve the traction their efforts deserve.

Those consumers who've followed the suggestions, strategies and ideas inside the publication have noticeable fast luck by way of securing preliminary conferences and getting buyer referrals early within the courting improvement process.

The blueprint breaks down the connection improvement procedure into six key phases and identifies the activities, recommendations, strategies and collateral fabrics you wish, to construct credibility and belief speedy and professionally.

This is a "must learn" for any adviser or planner trying to be taken heavily by means of different professionals.

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