New research from Octopus reveals a large opportunity to grow through referral business from accountants and solicitors. Yet some misconceptions are preventing many advisers from making the most of the opportunity.
How can you build an effective strategy to develop referral relationships with other professionals? Join Charlotte Fairhurst, Strategic Partnerships Manager to find out.
By the end of the session, you will be able to:
Following this session, there will be an option to further your learning by joining two additional workshops on the 1 and 8 February. Details will be provided after the event.