Keyword: Referral relationships

39 results found

Developing strong referral relationships takes time, patience and a strategy

Maintaining genuine links with other professionals leads to sustainable networks

Follow specific steps to ensure your referral and marketing systems develop and run smoothly

Replace word of mouth with more effective strategies

Cultivating relationships with centres of influence can provide you with valuable new clients. Establishing and maintaining those arrangements takes time and patience

The complexities of tax law mean that advisors must step carefully in this area or risk liability. Consider having a network of experts in place so that you can help clients resolve their tax issues without stepping beyond your knowledge boundaries

Planners can help identify strategies and tax-planning opportunities that might not otherwise be obvious

  • By: Megan Harman
  • September 14, 2012 September 14, 2012
  • 09:20

Create a plan to inform clients of your value

Clients should see you as a well-connected source of information and experts

These common mistakes can ruin relationships with centres of influence