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SIMPLYBIZ INVESTMENT SERVICES
TOP 4 TIPS TO BUILD STRONG AND SUSTAINABLE PROFESSIONAL CONNECTIONS .
At SIFA Professional , our primary objective is to assist financial advisers in establishing robust and trustworthy connections with the legal sector . I encourage you to explore this area , which presents our key suggestions for advisers seeking to engage successfully within this field .
Furthermore , we will address several critical questions that you should consider if you are genuinely committed to fostering strong , reliable relationships that will benefit both your clients and those of your legal partners .
Here are my top four recommendations for advisers committed to cultivating trustworthy connections with law firms and legal professionals .
Pat Seaward
Business Relationship Manager
PAT ’ S TOP 4 TIPS
1 . Identify firms that complement your own organisation A large law firm does not necessarily mean good or appropriate referrals . Within that firm , identify the individual who has the responsibility for determining any third-party referral process . Within law firms , this is the Compliance Officer for Legal Practice ( COLP ). 2 . Join one or more professional accredited networks Membership of organisations that come with a high degree of affiliation and accreditation through examinations reflects that you are serious about that area of advice , such as SOLLA , STEP and Resolution . 3 . Make sure you understand the legal marketplace . Make sure you maintain your knowledge of what ’ s happening in the legal marketplace in order to be able to appreciate the issues affecting your professional connections . If you can understand the issues affecting them and their clients , you will better understand where and when your advice and expertise may be needed , bringing value to the professional connection and their client . 4 . Prepare a due diligence document on your business Taking into account many of the points raised above , your due diligence document will assist any professional connection in their research and ensure you are part of their referral process . It also shows you are professional and prepared , and that they can be confident in the decision to use you .
PAT SEAWARD , BUSINESS RELATIONSHIP M