Insights
Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
Showing articles tagged Financial advice — clear filter
How to check a financial adviser on the FCA Register
Every legitimate adviser appears on the FCA Register. Every clone scam depends on you not looking. Here's the checking routine.
The Trusted-Adviser Advantage: Why Referring Deepens Client Loyalty
Accountants sometimes fear that referring a client out weakens the relationship. The evidence of how trust works suggests exactly…
“Do you know a good financial adviser?” — the compliant answer
You can refer. You can't advise. The gap between those two sentences is where most of the confusion lives.
The FCA boundary: what an accountant can and cannot say before referring
You can point a client toward regulated advice; you cannot give it. Knowing exactly where that boundary falls — and what you can …
Referring your landlord clients: an accountant's guide
Property clients sit on decisions that reach far beyond the tax return. Knowing which landlord to refer, and when, turns a routin…
Referring the client who's just had a windfall
Inheritance, a sale, a bonus or a payout lands on a client with no plan attached. Knowing to refer quickly, before the money drif…
Referring a client going through divorce
A client in the middle of a divorce faces decisions with lifelong consequences under real strain. Knowing when and how to refer i…
Referral Conversations That Don't Feel Salesy, for Accountants
Many accountants avoid referrals because they dread sounding like salespeople. The good news is that the least salesy approach is…
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…
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…
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.
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…
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…
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 …