Reciprocal relationships between wealth managers and lawyers and accountants can create a holistic service for clients, and a rewarding ‘quid pro quo’ of work referrals. Finding and maintaining these connections can be tricky. Those making it work share their secrets – and red flags.

As a financial adviser turned law firm owner, David Robinson, co-founder at Wildcat Law, is a rare breed. But his unusual position gives him a good view on how the two professions can succe...