Effective relationships with intermediaries

Marketing and business development professionals can play a vital role in building effective relationships with intermediaries. Best practice involves:

·         Mapping the relationship

·         Knowing when to treat intermediaries as clients

·         Working together for mutual clients

·         Monitoring and discussing reciprocity

·         Adding value to relationships beyond referrals

·         Organising joint marketing, BD and thought leadership initiatives

Your panel to discuss this important topic comprises:

·         Tracy Sian Browne, Director, Financial Planning at Evelyn Partners

·         Kelly Burge, Relationship Development Director at Barclays Business Banking

·         Zahra Pabani, Partner at Irwin Mitchell

There will be plenty of time for networking afterwards.

Hope you can join your peers for the first in-person South West regional event of 2025.