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Insights
Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
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The missing continuity plan: shareholder protection and business LPAs
Consultants routinely map how a business would continue if an owner left, died, or lost capacity. The protective arrangements tha…
Practice growthProtection
The key-person audit that becomes a protection referral
Every business consultant maps dependency as a matter of course. The uncomfortable truth that one person holds the company togeth…
Practice growthProtection
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…
Practice growthProtection
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…
Referral feesProtection