Financial advisors, CPAs and attorneys often serve the same clients at the same life and business moments: a sale, a succession plan, a new venture, a family change.
That overlap makes them ideal referral partners, but only when each side understands what the other does well and who they serve best.
Schedule regular one-to-ones with a few complementary advisors. Share the specific situations where you'd want to be introduced.
Because these professions can have rules on referral payments, confirm what's allowed for your license before agreeing to any compensation.
Track introductions in both directions so the relationship stays balanced and both sides see the value.
Find the room where your best partners are — find your fit with Avery.
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