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Referring Clients to a Financial Consulting Professional: Ten Traits to Look For

  Arthur F. Rothberg, Managing Director, CFO Edge, LLC  
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  Article Summary  
In working with clients, you may periodically determine that they need high-level financial expertise to help them resolve issues or reach targeted business objectives. A way you can help them is via a referral to a provider of financial consulting services.

A referral to an outsourced CFO services provider is a win-win: It helps your client resolve issues and reach goals, and it helps position you as a trusted advisor.

This article discusses ten traits to look for in a financial consulting services firm including expertise, specialization, innovation, availability, communication and documentation.

If you determine that your Los Angeles and Southern California clients have a need for high-level financial expertise, you can help them by making a referral to an outsourced CFO services provider.

However, due diligence is needed prior to a referral. It’s better not to make a referral at all than to make one to the wrong resource.

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