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Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
Showing articles tagged Referral fees — clear filter
Referral fees for conveyancers: the rules, the disclosure, the paperwork
A practical guide to how referral fees actually work for solicitor-conveyancers and licensed conveyancers in the UK: what your re…
Recurring vs one-off referral income: what to expect
Referral income comes in two broad shapes, one-off and recurring, and knowing which is which changes how you think about the valu…
Specialise, then refer the rest: the referral case for niching
Specialising makes a firm memorable and referable, but it also raises more out-of-scope questions. A referral network is what mak…
Probate Purchases: Executors Surrounded by Financial Decisions
Behind every probate sale or purchase sits a family managing an estate, often for the first time, and usually with more decisions…
Mortgage completion: the protection and advice moment you're standing in
The moment a client takes on a large mortgage is a textbook trigger for protection and wider advice. Here is how to spot it and r…
How marketing agencies can offer financial-advice referrals without becoming regulated
Marketing agencies hear founders' real financial ambitions before almost anyone else. Here is how to refer those moments to regul…
Joint Owners, New Debt, New Dependants: The Wills Referral Moment
Buying a home together, taking on a joint mortgage, and starting a family often happen within the same short window of life. That…
How IT consultants can offer financial-advice referrals without becoming regulated
IT consultants become accidental confidants to owner-managers. Here is how to turn the money questions you cannot answer into com…
How insurance brokers can offer financial-advice referrals without becoming regulated
Insurance brokers are regulated — for insurance. Pensions and investment questions sit outside most brokers' permissions. Here is…
How HR consultants can offer financial-advice referrals without becoming regulated
HR consultants hear financial questions from exiting employees, anxious managers and owner-clients alike. Here is how to refer th…
How conveyancers can offer financial-advice referrals without becoming regulated
Conveyancers meet clients at the exact moment protection, wills and financial advice become urgent. Here is how to refer complian…
How referral tracking works — and why it protects you
When you make an introduction, something has to record that it happened, tie it to any eventual fee, and stand up to scrutiny lat…
First-Time Buyers and the Life-Cover Referral They've Never Considered
For most first-time buyers, the mortgage on your file is the first serious debt of their lives. Almost none of them have thought …
How to disclose a referral fee to a client, properly
Disclosing that you earn a share when you refer a client is not an awkward admission to be buried; it is a professional obligatio…
How conveyancers add a referral income line without touching regulated advice
How UK conveyancers build a referral income stream from work they already do: what stays inside your lane, how consent and disclo…
A business sale on the horizon: the proceeds referral moment
When a client is heading toward selling their business, the proceeds are a major referral moment. Here is how to spot it early an…
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 …
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…
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 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…