Joint ventures with IFAs

Posted by dbowleracca PM | on Thu, 14/07/2011 - 15:22 1261 1 comment | report

We have a joint venture with an IFA and it's been running for around 13 months now. It's not been as successful as we had all hoped - and we are searching for ideas on how to get more clients referred across to see the IFA for pensions, life assurance and investments.

We have tried direct mail, and referrals directly following conversations with clients, but does anyone have any other ideas we could try?

Really appreciate you reading this and look forward to your comments

Thanks

David

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