Nov '24 • Development 🎓
Video: Building relationships with accountants
The video, audio, summary and transcript are all within the classroom area, but here's a recording of our session with Johnny Ridd, CEO of RQ and an expert on how advisers can build relationships with accountants.
Key points:
- Map and Analyse Current Referral Sources: Review where your referrals come from, assess their value, and explore untapped potential in existing relationships. Look at the scope within each firm to understand growth opportunities.
- Identify and Engage Ideal Professional Partners: Define your ideal clients and pinpoint professionals who work with similar clients. Build strategic partnerships by focusing on those whose goals and client base align closely with yours.
- Develop a Clear Value Proposition for Professionals: Articulate how you benefit both clients and potential referral partners (such as accountants and lawyers) with a clear, concise document detailing the value you bring to collaborative relationships.
- Proactive and Consistent Communication: Regularly update partners on shared client interactions to build trust and ensure you remain top of mind. Over-communicate to solidify your position as an integral part of their client support team.
- Leverage Technology for Compliance and Seamless Referrals: Use tools like RQ's platform to manage referrals compliantly, reduce friction, and enhance collaboration, allowing partners to engage in referrals effortlessly and confidently.
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Video: Building relationships with accountants
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