For advisers
2 articles for advisers and business owners.
For advisers articles
- For advisers
Referral rewards explained: how introducers are paid, and why nothing is guaranteed
How AI data buyers structure referral rewards, what has to happen before anything is paid, why no reward is guaranteed and how advisers can stay compliant.
- For advisers
How accountants, lawyers and other advisers can introduce clients responsibly
A practical guide for trusted advisers: keep the client’s interests first, disclose any referral interest, get written consent and stay independent of the buyer.