Finding the Right Introducers
How to identify accountants, solicitors and other professionals who already serve your ideal clients and spot which of them will actually convert into active introducers, rather than the 80% who mean well and never send a single referral.
How to identify accountants, solicitors and other professionals who already serve your ideal clients and spot which of them will actually convert into active introducers, rather than the 80% who mean well and never send a single referral.
Uncovering What Actually Motivates Them
The simple opening question that gets a potential introducer talking about their own goals and concerns, so you can show them exactly how partnering with you moves them closer to what they want, whether that's growing their firm, preparing for an exit, or something else entirely.
The simple opening question that gets a potential introducer talking about their own goals and concerns, so you can show them exactly how partnering with you moves them closer to what they want, whether that's growing their firm, preparing for an exit, or something else entirely.
Structuring a Win-Win Arrangement
How to agree fee-sharing (or the right alternative when a fee share isn't wanted) so the relationship stays balanced on both sides, rather than fizzling out a year in when referrals have only ever flowed one way.
How to agree fee-sharing (or the right alternative when a fee share isn't wanted) so the relationship stays balanced on both sides, rather than fizzling out a year in when referrals have only ever flowed one way.
Articulating Your Ideal Client So It Sticks
Why being able to describe your ideal client in one clear, memorable line does more for referrals than any brochure and how to build a simple pack that shows an introducer you've done your homework.
Why being able to describe your ideal client in one clear, memorable line does more for referrals than any brochure and how to build a simple pack that shows an introducer you've done your homework.
Making Your Introducer Look Good
Practical, low-cost ways to give an introducer something they can offer their own clients, for example a complimentary review meeting, a book, a video explainer, so recommending you also reflects well on them.
Practical, low-cost ways to give an introducer something they can offer their own clients, for example a complimentary review meeting, a book, a video explainer, so recommending you also reflects well on them.
Tracking, Nurturing and Building Reciprocity
A simple referral register so you always know what's come from where, plus the ongoing rhythm of content, collaboration, connection and consultation that keeps you front of mind, and the reciprocity-building moves (like offering a genuinely valuable free plan) that make introducers want to keep sending clients your way.
A simple referral register so you always know what's come from where, plus the ongoing rhythm of content, collaboration, connection and consultation that keeps you front of mind, and the reciprocity-building moves (like offering a genuinely valuable free plan) that make introducers want to keep sending clients your way.
A Financial Planner, Adviser, or wealth management professional.
Tired of an unpredictable pipeline and one-off marketing pushes that don't deliver consistent, quality enquiries.
Watching other advisers in your area receive a steady flow of introductions whilst you're starting from scratch each month.
Ready to build a client pipeline that's predictable and sustainable, not reliant on the next campaign.
Looking for clients who arrive already trusting you, ready for a real conversation rather than a cold pitch.
A clear way to spot which accountants, solicitors and other professionals are genuinely likely to introduce clients to you, not just the ones who say they will and never follow through.
The opening question (and follow-ups) to ask in a first meeting with a potential introducer, so you understand what's really motivating them before you pitch anything.
A framework for agreeing a fair, win-win arrangement with an introducer, including how to handle it when a fee share isn't wanted or appropriate.
A simple way to describe your ideal client so it's instantly memorable to the people who could be referring them to you.
Practical, low-cost ideas for making your introducer look good in front of their own clients, so recommending you benefits them too.
A referral register you can start using straight away, so every introduction is tracked back to its source.
The four-part nurture rhythm (content, collaboration, connection, consultation) for keeping introducers engaged long after your first conversation.
