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Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
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An inheritance just landed: why it's a referral, not a windfall
When a client inherits, a large sum lands amid grief and uncertainty. Here is how to recognise the moment and hand it over with c…
Idle cash: when a client's balance is a referral waiting to happen
Cash that sits still for years is often a sign that no one has looked at the bigger picture. Here is how to spot it and pass it o…
How to choose a referral network you can trust
Not all referral networks are equal, and the wrong one can put your reputation and your clients at risk. These are the things wor…
Divorce and a financial plan torn in two: your cue to refer
A separation rearranges a client's entire financial life. Here is how to recognise the moment, handle it with care, and refer.
Referring clients on without feeling salesy
Most professionals dread cross-selling because it feels like a pitch. Framed as a referral to a trusted specialist, the same conv…
Referrals and Consumer Duty: doing right by clients in the chain
Consumer Duty and the wider standards of professional conduct are usually discussed in terms of the advice a firm gives. They als…
Building Referrals Into Your Accountancy Client Onboarding
Most accountants think about referrals only when a need becomes obvious. Building the idea into onboarding means you are ready lo…
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 …
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 …
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 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…