Insights
Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
Showing articles tagged Practice growth — clear filter
Redundancy and a lump sum: the referral a professional should make
A redundancy payout lands amid upheaval and rarely comes with a plan. Here is how to recognise the moment and make the introducti…
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…
Recurring Referral Income: The Line Item Accountants Overlook
Accountants advise clients to build recurring revenue, yet many overlook a recurring line of their own. Referral income, done pro…
Protecting children financially after separation: your cue to refer
Separating parents concentrate on child arrangements and maintenance, not on what protects the children if a parent's income or l…
Producing the specialist: how referring makes you more valuable
Referring an owner's personal financial and estate questions does not diminish you. Being the person who assembles the right spec…
Probate distributions: the advice referral every solicitor should make
The point of distribution is where a probate matter quietly hands a beneficiary a decision far bigger than the estate administrat…
How mortgage brokers turn completions into a referral income line
A practical playbook for UK mortgage brokers: audit what you refer away for free, build referral prompts into your completion pro…
Pre-need and funeral-plan clients: the estate-planning conversation
How funeral directors serving pre-need and funeral-plan clients sit at an unusually good moment to introduce estate-planning help…
Measuring referral income: the metric hiding in plain sight
Professional firms track chargeable hours obsessively and referral income not at all. Measuring what your introductions are worth…
Why mortgage brokers lose the protection conversation — and how to keep its value
Mortgage brokers raise protection at exactly the right moment, then lose the complex cases and the wider advice questions that su…
Pension sharing orders: why to introduce advice early
A pension sharing order can shape a client's retirement more than any other line in the settlement. Introducing regulated advice …
The client with no will: the commonest referral you're missing
The single most common estate-planning trigger is also the easiest to overlook: a client who has simply never got round to making…
Litigation settlements: turning a cheque into a referral
When commercial or contentious matters settle, the client receives money and no guidance on what to do with it. Here is how a sol…
Inheritance tax on an estate: when to bring in a specialist
A practical guide for probate professionals on spotting the estates that warrant specialist tax input, and how to make that intro…
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…
The Growing Payroll That Means the Owner Needs Protection Advice
As a business takes on more staff, the owner's exposure grows with it. You run the payroll, so you see that shift before anyone e…
The family solicitor's client after settlement: where the money questions go
Divorce turns one financial plan into two blank ones: a settlement to invest, a will that must be rewritten, protection naming th…
Pension sharing orders: why family solicitors should introduce advice early
Pension sharing orders routinely stall at valuation and implementation because regulated advice arrives too late. Family solicito…
Founder personal planning: the referral consultants overlook
Consultants pour energy into the business's roadmap while the founder's own financial and estate planning goes unmentioned. Namin…
The executor's own affairs: the will-and-LPA referral moment
Why the executor sitting across your desk is the most receptive audience you will ever have for a will and LPA introduction, and …
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.