Graeme Ballantyne, business consultancy manager, looks at how you can maximise the opportunities through your professional connections
As we move through the summer months it’s perhaps a good time to pause and reflect on whether the plans you’ve made for your business are bearing fruit. One area we at PruConsulting know many advisers have been focusing on is the development of business from their professional connections.
The focus of this article is about how to ensure you maximise the opportunities in working with a professional connection rather than some of the more technical concepts covered by others. I’ll take you through an eight-step process that will allow you to check how your process stacks up against this framework and hopefully provide a few ideas you can use to improve your approach.