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

Advisers report under 50s make up growing chunk of client banks

Advisers report under 50s make up growing chunk of client banks

Under 40s make up almost a third, FE Fundinfo research finds

Sophia Panayi
clock 02 June 2026 • 2 min read
How the 100-year life is reshaping financial planning

How the 100-year life is reshaping financial planning

'The financial planning sector needs to continue to evolve'

Chris Ball
clock 02 June 2026 • 4 min read
Tax a 'significant issue' for clients but capital loss tops concerns

Tax a 'significant issue' for clients but capital loss tops concerns

IHT on pensions concern near universal, Schroders finds

Sophia Panayi
clock 02 June 2026 • 3 min read