Insights
Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
A referral income guide for marketing agencies: from introduction to commission statement
Marketing agencies hold monthly retainer conversations with founders whose money questions have nowhere to go. This guide covers …
Auto-enrolment questions that are really advice referrals
Auto-enrolment starts as compliance but quickly raises advice questions. Here is how accountants can spot and refer them.
The annual-allowance trap: a referral trigger hiding in plain sight
Certain pension pitfalls hide behind a high income or a good year. Here is how to spot the client who might be exposed and why it…
A referral income guide for letting agents: from introduction to commission statement
Letting agents talk to landlords more often than any other professional does. This guide shows how those conversations become tra…
An Accountant's Referral Checklist, by Client Type
Not every client needs the same introduction, and a one-size prompt misses most of them. Grouping your book by client type makes …
The ACCA rules on referral arrangements, explained plainly
If you are an ACCA member wondering whether you can earn a share for referring a client to a specialist, the short answer is yes …
Adding a Referral Step to the Completion Checklist
Referral opportunities are lost not because they are rare but because they depend on someone remembering. The fix is to stop rely…
A referral income guide for IT consultants: from introduction to commission statement
IT consultants serve contractors and founders wrestling with IR35, retained profit and exit plans. This guide traces a compliant …
A referral income guide for insurance brokers: from introduction to commission statement
Insurance brokers hear pension and investment questions they cannot answer under their own permissions. A structured referral tur…
Property abroad: the will complication that needs a specialist
Foreign property sounds like a lifestyle detail, but it can complicate an estate enormously. When a client mentions a place abroa…
A referral income guide for HR consultants: from introduction to commission statement
HR consultants stand next to employees at the exact moments financial advice matters most. This guide maps the compliant path fro…
A referral income guide for estate agents: from introduction to commission statement
Estate agents already refer conveyancing and mortgages. Financial advice referrals work the same way — with disclosure rules you …
A referral income guide for conveyancers: from introduction to commission statement
Conveyancers sit at the centre of the biggest transaction most clients ever make. This guide follows a compliant referral from fi…
A referral income guide for business coaches: from introduction to commission statement
Business coaches hear about exits, windfalls and retirement fears before any adviser does. This guide covers the referral journey…
A referral income guide for bookkeepers: from introduction to commission statement
Bookkeepers spot financial-advice moments months before anyone else — idle cash, a windfall, a looming retirement. This guide wal…
A new baby and no guardianship clause: the wills referral
A new arrival changes a family overnight, yet the one legal safeguard most new parents overlook is a guardianship provision. When…
A referral income guide for accountants: from introduction to commission statement
Accountants field more financial-planning questions than almost any profession. Here is how a compliant referral turns those ques…