Introducers Revenue


As mentioned, the driving factor with professional introducers now seems to be the desire to ensure that their clients receive fairly priced, consistent advice, delivered by fellow professionals (our Director of Financial Planning is a Chartered Financial Planner, one of only around 1000 in the UK currently), with them being kept informed of transactions and any tax or other consequences impacting on their direct dealings with those clients.

However, some professional introducers sometimes spend billable hours working with us to assist with the advice giving process.

Some also spend billable hours assisting us with targeting specific advice at clients where they know such advice is needed.

Some simply want to generate some additional practice revenue for risking their client relationship by recommending us to clients.

In circumstances like these, we acknowledge that the level or value of client introductions is such that we have been able to save on other marketing costs to attract other new clients.

In these situations therefore, such marketing cost savings have enabled us to create a structure which generates additional practice revenue as a result of these introductions.

Should you want to know more about how we work with our professional introducer partners, please give us a call or email us and we can arrange to meet and discuss this in more detail.