Insights
Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
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Referring your contractor and freelancer clients
Independent workers rely on you for far more than compliance. Knowing which of them to refer, and for what, is where you add the …
Spotting the protection gap in your accountancy clients
Accountants are ideally positioned to notice when a client's income or business has no safety net. Here is how to spot it and ref…
The protection gap: how to spot the client who's underinsured
The protection gap rarely announces itself, but the clues sit in the everyday details you already handle. This is how to notice t…
Referring your clients with young families (the protection moment)
Clients with young families are usually stretched, under-protected and unaware of it. Spotting the protection gap and referring w…
Mortgage completion: the protection and advice moment you're standing in
The moment a client takes on a large mortgage is a textbook trigger for protection and wider advice. Here is how to spot it and r…