Channels
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.
Want us to do this for your firm?
Get a compliant lead-gen plan tailored to your niche and compliance setup.
Framework
- Value-led: joint client reviews with shared output
- Content co-creation: CPD-eligible webinars
- Shared case studies with both firms branding
- 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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