Octopus webinar: Putting a strategy in place for referral relationships
What to expect
Networking and face-to-face interactions have become something of a challenge recently. But there is a massive opportunity for advisers to use this difficult time to create, refine or rethink their strategy for working with accountants and solicitors.
Charlotte Fairhurst, Strategic Partnerships Manager at Octopus Investments, is presenting a webinar about exactly this.
It will cover:
- How to hone your proposition and tailor it to the type of accountant or solicitor you’re engaging.
- Identifying the professional connections that are most likely a fit for your business.
- Tips for preparing a due diligence statement.
- Practical advice for staying front of mind and remaining helpful to your existing connections.