Professional Partners Success Blueprint

Many financial advisers and planners tell me that, over the years, they’ve struggled to develop successful referral relationships with solicitors and accountants. Many have tried but few have had the success they were hoping for.

Professional Partners Success Blueprint from Steve Billingham Consulting on Vimeo.

So, why is it that these relationships, which really should be a match made in heaven, are so difficult to develop?

There are just 2 things that influence the success or otherwise of any business (or for that matter personal) relationship. Those 2 things are…

  • What you say
  • What you do

Our experience of working with advisers suggests that, in most cases, it is more a matter of what advisers don’t say and don’t do that means they struggle to achieve a consistent flow of high value client referrals.

Specifically the most common problems we see advisers struggle with are…

  •  Identifying the right firms to work with
  • Creating a clear strategy with realistic objectives
  • How to build credibility and trust quickly and professionally
  • Finding ways to nurture the relationship over time
  • How to follow up effectively and consistently after initial meetings

In collaboration with IFA clients who enjoy real success with other professionals, we’ve created a proven step by step framework for developing long term, profitable referral relationships with solicitors and accountants. We call this framework the “Professional Partners Success Blueprint” and advisers who have used it, have seen terrific results in terms of…

  • Initial meetings secured with their target firms and…
  • Number, frequency and quality of referrals received

Our professional partner clients tell us that the blueprint is logical, practical and inspirational and that, for the first time ever, they feel they have a track to follow that gives them confidence about their ability to get in front of the right firms and develop the successful referral relationships they are looking for.

So, if you’re serious about working with other professionals, why not drop me an email or give me a call to see if we can help.