The right relationships can help you offer a full range of services
Check your ego and take a subordinate role, if necessary
Arrangements with former registrants could become particularly difficult, panelists say
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