Position around shared-client outcomes (estate planning, probate, conveyancing), provide CPD content, and run joint events. Measure by introductions given and received.
Playbook
- Focus: private client, probate, conveyancing solicitors - Content: CPD webinars on IHT, pension-on-divorce, care fees - Events: joint client seminars - Tracking: introductions-given ratio (give 1.5-2x more than you receive in year 1)
Compliance
Reciprocal arrangements must be disclosed under both regulators rules.