For referral partners
Introduce a client. Keep the relationship.
Accountants, bankers, attorneys and wealth advisors can refer an owner with the owner's consent and follow progress — only as far as the owner allows.
Discuss a referralConsent first
Your client approves every introduction and decides what you can see.
Clear status
Follow each referral from introduction to close without chasing updates.
Enterprise programs
Firm-wide programs for practices that introduce owners regularly.
Draft wording for review. Final disclosures and licensing statements will be supplied by counsel.