Build New Opportunities With Professional Connections Using Flagstone

Build New Opportunities With Professional Connections Using Flagstone

Accountants, financial advisors and solicitors often have to work together to best serve the needs of their respective clients. By developing strategic partnerships, you can create opportunities, grow your client base and strengthen your source of new leads. Such relationships are extremely valuable and can generate ongoing high-quality business with minimal acquisition cost.

Working together to serve your clients and grow your respective businesses

There are many instances where the need for financial and legal advice coexist. For example, a client selling a property may be looking to invest the cash from the sale and to seek advice on inheritance tax planning.

The conveyancing solicitor dealing with the sale of the property can provide an enhanced level of service by helping to facilitate and fulfil the need for financial advice. As a result, the client experiences a more seamless and hassle-free service, and the financial adviser gains new business at a low acquisition cost.

 

Using Flagstone to enhance your service proposition

At Flagstone we work with wealth managers and financial planners to provide access to exclusive and market leading interest rates on cash deposits. By using our cash deposit platform, their clients can quickly and easily diversify their funds across up to 50 banks and building societies through a single application and achieve market-leading returns.

Flagstone can be the key to building your professional network and relationships. Our platform enables you to deliver additional value for mutual clients and enhance your service proposition together with accountants and legal practices.

Common Flagstone use cases which could enable you to build out and consolidate your network of professional connections include;

Solicitors;
Sale of a business
Sale of a property
Power of Attorney
Family Investment & Inheritance Trusts
Divorce settlements
Medical liability settlements

Accountants;
Excess cash held by a business
Sale of a business
Mergers and acquisitions or IPOs
Risk diversification
Tax payments
Sale of a property

 

Building strategic partnerships

Flagstone can help you to generate more value for your clients and your practice. To discuss how we can work together to better serve the needs of your clients, please contact our Business Development Team at BusinessDevelopment@FlagstoneIM.com or click here to find out more and to refer clients to Flagstone.

 

Access our exclusive rates on the Flagstone platform

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