How do I get more referrals from accountants and lawyers?
Accountants and lawyers see clients at the moments advisors matter: a sale, an estate, a tax surprise. They refer people they trust to look after their clients.
- How do I approach accountants?
- What do lawyers want in return?
- How do I keep referrals coming?
Choose a few accountants and lawyers whose clients match yours. Be useful first: share a short planning checklist for their clients, offer joint client meetings, refer work back where it fits. Make referring easy with a simple intake link and a promise to report back on every referral, within privacy rules. Track introductions and assets by partner.
Partner plan
| Step | What |
|---|---|
| Choose | 5 to 10 partners with matching clients |
| Be useful | Checklists, joint meetings, referrals back |
| Make it easy | Intake link, clear process |
| Report back | With client consent |
| Review | Quarterly coffee and numbers |
Watch
- Referral fee rules in your jurisdiction and firm.
- Client consent before sharing information.
- Professional rules that limit what lawyers and accountants can accept.
This is general information, not legal or compliance advice. Your dealer, firm or compliance officer decides what you can publish.
How we look at it at ShoutEx
We set up partner intake forms, CRM tracking and follow-up reminders.
- Asking without giving.
- No report back.
- Referral fees without checking rules.
- No tracking.
- Matching partners.
- Useful first.
- Easy intake.
- Assets by partner.
What advisors and regulators say
Here is what advisors and accountants say.
Consent is needed before sharing client information with partners.
Read PIPEDA in brief →Community summaries describe recurring themes in public threads, not individual posts. Vendor pages describe vendor claims, so test them on your own calls.
Read next
Go deeper in the ShoutEx guides, or check the sources behind this answer.
We'll set up intake and tracking for partners.
Book a call →Follow-up questions
How many partners?
Five to ten active ones is plenty.
Should I host joint events?
Yes, they work well.
Do accountants expect referrals back?
Often. Refer where it genuinely fits.