Tag Archives | Accountant

FOS Top 10 Tips for Getting Advice Right

When providing personal financial advice to retail clients, there are a few things to keep in mind to ensure you can avoid disputes. It might sound like common sense, however, best practice is to always act in the interests of clients, prioritise the client’s interests and provide appropriate advice. This case study provides the Financial […]

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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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