A Unique Approach to Working with Professional Connections

Presented by

Brett Davidson, Chief Executive, FP Advance

About this talk

Client referrals from professional connections (accountants and solicitors) can be the business breakthrough you have been chasing and almost every top firm uses this distribution channel as a key source of new business. But there are some problems with the usual approach that advisers take when trying to develop professional introducers. This presentation shows you what they are and how to avoid them.

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