TFLG Executive Director Nick Brookes said that “Traditional referral" based models between Accountants and Advisers have failed to deliver long-term success for both parties. Advisers have often been criticized by Accountants for lacking long term commitment only being interested in the "low hanging fruit" referral opportunities, while Accountants have consistently been criticized by Advisers for a lack of consistency of "active referrals" without Advisers having to do a lot of leg work to remain "top of mind" when it comes to generating those referrals from Accountants”.
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