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Professional Connections

Creating opportunities between IFAs and other advisory professionals

Advisory professions such as financial, legal and tax practices, are facing growing pressures to diversify their businesses, expand their client propositions and build greater commercial resilience. These factors, along with the upcoming regulatory changes in both the legal and financial advisory professions, means there will be greater potential for solicitors, accountants and IFAs to work more closely together.

Keith Evins, Head of Retail Marketing at J.P. Morgan Asset Management, introduces the Professional Connections report and discusses why forging professional connections will become even more important for IFAs in the future.

Professional Connections, our latest report, is designed to be a practical resource for IFAs looking to explore the potential of these professional relationships.

In this report you will find

• Research from over 200 solicitors and accountants examining their current levels of work with IFAs, their perceptions of the financial advisory industry and future needs for financial services.
• Advice and case studies on networking and profile-building, explanations of what solicitors and accountants look for in an IFA and what types of business models work best for professional connections.
• A discussion on how you as an IFA can add value to an accountant’s or solicitor's business proposition.

We hope you find Professional Connections, our Adviser Insight report, and its follow-up a valuable resource to assist in creating opportunities between IFAs and other advisory professionals.

Download the full Professional Connections report
Download the follow-up presentation: Meeting with solicitors: maximising the value of an IFA relationship
If you would like to order a hardcopy of the report or for more information, please contact us on 0800 727 770.