I guess this is something that is still evolving. I have learnt a lot of mistakes in the eight years since Kingsfleet Wealth began, specifically with regard to receiving referrals and working with other professionals. However, I have tried to encapsulate my experiences, research and failings (to avoid) into a process which can be followed by businesses large or small.
In essence, this can be summarised with:
My presentations and consultancy work focus on this process and elaborate on them in more detail.