Twelve steps to developing referral sources

REFERRALS

clock •

Developing referral relationships with fellow professionals is a notoriously tricky task and a struggle for many advisers. Matt Anderson of The Referral Authority offers his tips.

If there is one thing people in business are assumed to know how to do, it is developing relationships with other professionals to the extent they become great referral sources. Clearly, however, if this really was so straightforward, far more people would get more business from other professionals. Sure, most people are good enough at setting up an initial meeting with a potential centre of influence but many do not know where to take it from there. Indeed, I do not think I have ever seen a simple step-by-step guide on how to do it, so here is mine: 1 Make small talk While smal...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

It's a family affair: How advisers can close the participation gap

It's a family affair: How advisers can close the participation gap

Small changes to everyday conversations and meetings that make the biggest difference

Jenny Davidson
clock 04 November 2026 • 4 min read
Opening up careers in financial services

Opening up careers in financial services

Sponsored content from WIFA 2026 headline sponsor LV=

LV=
clock 04 November 2026 • 3 min read
WIFA 2026 headline sponsor video: LV= COO Anita Fernqvist talks female representation in advice

WIFA 2026 headline sponsor video: LV= COO Anita Fernqvist talks female representation in advice

'Different perspectives around the table bring breadth of thinking'

Professional Adviser
clock 03 November 2026 • 1 min read