CPDOct 18 2016

How advisers can form strategic partnerships

  • Learn how to carry out profitable introductory meetings
  • Gain an understanding of how to build up local contacts
  • Understand how to plan for and carry out successful presentations
  • Learn how to carry out profitable introductory meetings
  • Gain an understanding of how to build up local contacts
  • Understand how to plan for and carry out successful presentations
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CPD
Approx.30min
pfs-logo
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CPD
Approx.30min
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pfs-logo
cisi-logo
CPD
Approx.30min
How advisers can form strategic partnerships
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We all know the value of developing profitable and ongoing strategic alliances with other professionals, such as solicitors and accountants. But how many of us do it well?

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