Channels
How do I market to solicitors for financial adviser referrals?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
How do I market to solicitors for financial adviser referrals?
Position around shared-client outcomes (estate planning, probate, conveyancing), provide CPD content, and run joint events. Measure by introductions given and received.
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Playbook
- Focus: private client, probate, conveyancing solicitors
- Content: CPD webinars on IHT, pension-on-divorce, care fees
- Events: joint client seminars
- Tracking: introductions-given ratio (give 1.5-2x more than you receive in year 1)
Compliance
Reciprocal arrangements must be disclosed under both regulators rules.
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