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Category | Referrals

Case Study – Building Successful Referral Partnerships: The One-on-One Relationship

This practice management case study looks at one practice’s approach to developing successful accountant-adviser referral relationships, the ‘One-on-One Relationship’ model. This approach involves building referral partnerships by engaging with individuals. At a Glance Submitted by: Jo Brassett and Cathrine Baker Business: Insurance Advisory Services (IAS) Referral approach: One-on-one relationships In detail Advisers, Jo Brassett and Cathrine Baker, […]

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Case Study – Building Referral Partnerships: The Ownership Model

This practice management case study looks at one practice’s approach to developing successful accountant-adviser referral relationships, the ‘Ownership’ model. This approach involves buying an accounting practice and merging the two businesses. At a Glance Submitted by: Steve Salvia Business: Managing Director of Southern Financial Strategies (SFS) Referral approach: Ownership model In detail Steve Salvia, Managing Director of Southern […]

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