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Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
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Clients approaching retirement: the accountant's referral checklist
Clients close to retirement generate several distinct advice needs at once. Here is a practical checklist for spotting and referr…
Business succession with no plan: the estate referral moment
For many of your clients the business is the estate. Yet succession is the plan that never gets made — and you sit at the exact i…
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…
Business-sale proceeds: the referral moment before completion
Accountants often know a business sale is coming long before completion. Here is why the referral moment is early, and how to mak…
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.
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 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…