Professional Partners Success Blueprint

Many advisers aspire to develop a consistent and sustained flow of high quality referrals from professional introducers such as solicitors and accountants. Very often they find the whole process challenging and slow to bear fruit. Indeed quite often they become so disillusioned that they abandon the strategy out of sheer frustration.

The key reason for a lack of success, we believe, is that there is no clear formal strategy or engagement process that moves the adviser/introducer relationship through the critical KNOW, LIKE, TRUST stages, essential to building any sustainable long term business relationship. That is what the Professional Partners Programme does.

Our long terms clients enjoy considerable success in this area as a result of adopting a consistent, structured professional approach to developing relationships with other professionals and The Professional Success Blueprint draws together all the “secrets” of their success, into a clear practical step by step process, which looks at what is required at each stage of the relationship development process from an activity, communication, key messages and marketing materials perspective.

Please contact us for more information.