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How do I market to accountants for financial adviser referrals?

Last reviewed 22 April 2026 · Reviewed by Jake McQuillan

Quick answer

How do I market to accountants for financial adviser referrals?

Offer a client-first reciprocal model: joint reviews, shared case studies, co-branded webinars, and CPD content. Avoid pure commission-sharing - Consumer Duty and accountancy rules make it messy.

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Framework

  1. Value-led: joint client reviews with shared output
  2. Content co-creation: CPD-eligible webinars
  3. Shared case studies with both firms branding
  4. Revenue model: flat-fee introduction or none (reciprocal referral is cleaner)

Regulatory

ICAEW / ACCA rules on introductions differ from FCA; get both aligned before signing.

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Reviewed by
Jake McQuillan
Founder at Platinum Prospects
Last reviewed 22 April 2026

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