Tag: 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...
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...
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...