Looking at the value and future of professional connections

A 32-minute watch

Progeny brings together financial planning, investment management, tax services, property, HR and legal services

Head of proposition Carla Langley shares her vast experience in this chat with Sam Shaw about the interconnectedness of having a ‘full service’ offering, also offering some hints for other firms looking to bolster their business development through such connections.

Carla talks about the importance of having respect for other disciplines, how to navigate connections that might not fully see the value in what you do as a financial adviser, and observes a shift in how the commercial arrangements are taking place today are less about payaways and more about simply doing the right thing for the client.

She suggests a few key questions to ask when selecting your associates and some tips on virtual networking.

“Remember your website is your shop front… you need to make sure it’s up to scratch.”