Q: What are the different types of referrals?

Often business referrals will be formal arrangements where businesses have agreed to introduce certain types of clients on pre-agreed commercial terms.

Personal referrals tend to be much more informal and ad hoc.

Referrals can be:

1) Internal - via existing organisation.

2) Professional - accountants and solicitors.

3) Network – individuals with potential clients for whom our service is relevant.

4) Online – website marketing, social networking, LinkedIn, search engines.

5) Existing clients.

6) PR & Marketing – press publications, radio, various media opportunities, seminars etc.

7) Targeted – hot topics and focused planning i.e. Inheritance tax to retired people, tax mitigation for high earners, automatic enrolment for businesses, etc.