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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.
“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 retiring landlord and the retirement-income referral
As landlords near retirement, their portfolio stops being a side project and becomes a source of income they must plan around. Th…
The accidental landlord with no structure and no plan
Inherited a house, kept a flat after moving in with a partner, could not sell so let instead: the accidental landlord arrives wit…
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.
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…