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Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
Showing articles tagged Financial advice — clear filter
A consent-based, unhurried referral process for the bereaved
The tone of a referral to bereaved families lives entirely in its mechanics. This article sets out what an unhurried, consent-bas…
The clean break that isn't clean without financial advice
A clean break order ends ongoing financial claims between former spouses, which is precisely why each party is now entirely on th…
How to Choose a Financial-Advice Referral Partner as an Accountant
When you introduce a client to a financial-advice firm, you are lending them your trust. Choosing the right referral partner prot…
Capitalised maintenance and the investment conversation
Capitalising maintenance converts a stream of future payments into a lump sum today, on the assumption the client can make it las…
A capital gain crystallised: the proceeds referral moment
A crystallised capital gain is one of the most time-sensitive triggers a tax adviser sees. You compute the gain and the liability…
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…
The beneficiary's first inheritance: the referral that changes trajectories
A look at why the moment an estate distributes is the single most important referral moment in probate work, and how to handle it…
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 …