Friday, October 30, 2020

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Tag: Accountant

FOS Top 10 Tips for Getting Advice Right

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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

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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

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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...