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A common challenge for advisers who have referral relationships with accountants is that they don’t get enough of the right kinds of referrals. This is particularly evident in businesses where the financial planning practice is located within the accountancy practice.

In this, our Episode Two of ElixirTV, Sue-Ann Charlton shares with us a technique that one of her advisers has used with their accountants, that has generated outstanding results. They’ve seen a significant lift in the number and quality of referrals – four in the first week after employing this strategy, all of whom became great clients of the firm.

As Sue says at the end of this episode, we’d love to hear from our viewers if they try any of the tips we suggest, and indeed, if they have additional suggestions for techniques that have worked well for them.