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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
How family solicitors turn matter closure into tracked, evidenced referrals
A step-by-step look at how a tracked referral works for a family law practice: consent recorded, disclosure automated, progress v…
First-Time Buyers and the Life-Cover Referral They've Never Considered
For most first-time buyers, the mortgage on your file is the first serious debt of their lives. Almost none of them have thought …
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 …
The settlement lump sum that needs a plan — and a referral
The moment a lump sum lands is the moment a client is most exposed and least advised. A timely introduction to a regulated advice…
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…
Director's remuneration and the advice handover accountants owe clients
The remuneration planning accountants do best opens directly onto questions only a regulated firm should answer. Here is the hand…
How conveyancers add a referral income line without touching regulated advice
How UK conveyancers build a referral income stream from work they already do: what stays inside your lane, how consent and disclo…
Complex protection cases: when to hand off rather than decline
Some protection cases are simply beyond a comfortable standard sale. Handing them off, rather than declining them, keeps the clie…
Completion week: new debt, new dependants, no will
The week a mortgage completes is when a client's exposure peaks. New debt, people depending on them, and frequently no will make …
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…
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…
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…
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…
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 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 solicitors: from introduction to commission statement
Solicitors encounter clients at exactly the moments regulated financial advice matters most. This guide maps a compliant referral…
BADR and a business sale: the personal-proceeds referral
A business sale is a rare, high-value moment where a tax adviser is deeply involved and the client is about to receive substantia…
A referral income guide for mortgage brokers: from introduction to commission statement
Mortgage brokers meet clients at peak financial honesty. This guide covers referring the advice needs outside your permissions — …
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 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 letting agents: from introduction to commission statement
Letting agents talk to landlords more often than any other professional does. This guide shows how those conversations become tra…
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…