Question: QUESTION 3 Developing and maintaining professional relationships is key to a broker's ongoing success. [4 Marks] A. Aside from clients, name 3 types of professionals

 QUESTION 3 Developing and maintaining professional relationships is key to a

QUESTION 3 Developing and maintaining professional relationships is key to a broker's ongoing success. [4 Marks] A. Aside from clients, name 3 types of professionals in the financial services industry with whom you could build a relationship or form a strategic alliance. Include at least one financial services professional and one potential third party referrer. B. For each of these 3 professionals, write 2-3 sentences as to how the relationship or alliance might work including advantages. For example, an Accountant - meeting clients in accountant's office to provide credit assistance further enhancing the accounting firm's offering and paying a referral fee to the accountancy firm

Step by Step Solution

There are 3 Steps involved in it

1 Expert Approved Answer
Step: 1 Unlock blur-text-image
Question Has Been Solved by an Expert!

Get step-by-step solutions from verified subject matter experts

Step: 2 Unlock
Step: 3 Unlock

Students Have Also Explored These Related Accounting Questions!