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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 HR consultants: what the rules actually say
HR consultants face no statutory ban on referral fees. The real constraints sit elsewhere: bribery law, the boundary around finan…
Referral fees for estate agents: what the rules actually say
Estate agents can take referral fees from conveyancers, brokers and removals firms. The rules demand one thing in return: telling…
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…
New buyers and the life-cover conversation they've never had
For most first-time buyers, the mortgage is the biggest financial commitment of their lives and the protection conversation is on…
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…
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 estate agents can offer financial-advice referrals without becoming regulated
Estate agents sit beside the biggest financial decision most people ever make. You can refer clients to regulated advice, complia…
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…
Exchange week: the protection and wills referral in every sale
Every completion is a financial crossroads, and exchange week is when your client is most alert to it. That makes it the natural …
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…
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 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 …