Steve Billingham: Getting Referrals From Accountants/Solicitors

Partnerships between Financial Planners and Accountants/Solicitors should be a marriage made in heaven, according to Steve Billingham, author of a new book titled Professional Partners Success Blueprint: a proven step by step guide to developing profitable referral from  solicitors and accountants. But why is that not the case for many advisers and planners?

In this interview, I talked to Steve about his book, the challenges that advisers face in working with accountants/solicitors  and how to turn their professional partnership to a tireless referral engine

Abraham Okusanya
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

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