The Adviser Insight Podcast

Developing relationships with solicitors and legal professionals with Dave Seager


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In this episode, we discuss with Dave Seager, the Managing Director of SIFA Professional, how Financial Advisers & Planners can understand the requirements and mindset of legal professionals when it comes to referring clients and becoming an effective referral partner.


https://www.sifaprofessional.co.uk/articles/


 

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The Adviser Insight PodcastBy andysheena

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