Dave Seager, Development Director of SIFA, discusses how to use professional connections to your clients’ benefits
We all know that clients turn to the legal sector for a whole solution, not part of a solution, and that collaborating with complimentary professionals is key to acting in the clients’ best interest. So why has the sector been slow to act and will the latest focus by the SRA prompt wider collaboration? Dave Seager, Development Director at SIFA, reports.
SIFA was established in 1992. At this time, our members were solicitors that had, or were looking to set up, in-house financial planning departments. For the next nine years, we focused on supporting solicitors who wanted to offer good financial planning to their clients by directly employing financial advisors. That model was incredibly successful. We attracted 235 firms in those nine years. By 2001 we supported a third of directly regulated law firms in England and Wales.
SimplyBiz Group PLC (LON:SBIZ) provides compliance support and business consultancy services to financial services, legal and workplace benefits professionals in the United Kingdom. It offers regulation, vision, business efficiency, personal development, and encouraging growth services.
