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There are 6 item(s) tagged with the keyword "SIFA Pro".

Displaying: 1 - 6 of 6

1. SimplyBiz Group appoints new MD to professional connections arm

The Group has announced the appointment of Dave Seager to the newly created role of Managing Director of SIFA Professional, the division of the Group that specialises in helping advisers build professional connections with solicitors. 

Tags: SIFA Pro
2. Keep the client at the heart of your referral process

In news from the SIFA Conference, it was recommended that advisers re-engage with law firms as it would not only potentially benefit the client but their business too

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3. Why lawyers should be reflecting on their training and development

In this article, Dave Seager, Managing Director of SIFA Professional, explores why now is the perfect time for lawyers to consider their learning and development

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4. Looking for clients? Legal regulator has left an open goal

Dave Seager, Managing Director of SIFA Professional, explores the ways in which IFAs have been handed a ‘golden opportunity’ by the Solicitors Regulation Authority.

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5. Beware the reputational risk of not making the referral

In this article, Managing Director of SIFA Professional, Dave Seager, discusses why now is the perfect time for financial advisers to assist their solicitor connections.

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6. How to be a safe pair of hands for solicitor referrals

With new rules coming into play for solicitor firms, Dave Seager, Managing Director of SIFA Professional, looks at how advice firms can best position themselves as a suitable option for client referrals.

Tags: SIFA Pro

Displaying: 1 - 6 of 6