CFO Edge Logo
  Home > Resources > Referring Professional Advisors  

The Art of Referring: Introducing Qualified Professional Advisors

  John W. Braine, Partner, CFO Edge, LLC  
  Open as PDF Open the entire article as a PDF  
  Article Summary  
Los Angeles and Southern California professional advisors realize both the importance of referrals and that making referrals isn't something that should be taken lightly.

Referring fellow advisors - like attorneys, accountants, insurance professionals and financial consultants, for example - essentially means the advisor is being given your stamp of approval.

When a client has an unsatisfactory experience with a professional you've referred, this can reflect poorly on your judgment and overall reputation. Taking steps to properly vet professionals before making a referral is critical.

This article poses five questions to ask in the process of vetting advisors when considering a referral. Areas addressed include types and depth of experience, integrity, and the fit or match of personalities.

Getting a referral makes it easier to connect and speak with a prospect, and successful referring is grounded in thorough vetting prior to giving your stamp of approval to that advisor.

  Open as PDF Open the entire article as a PDF  
Subscribe to CFO Inside Edge

Our monthly newsletter delivers first notice of new white papers and articles plus remarks on performance challenges and solutions. View past issues and subscribe.

CFO or Controller: What's Right for Your Business?
White Paper
CFO or
What's Right
for Your
Outsourced CFO Services
White Paper
CFO Services
Performance Measurement
White Paper
Performance Measurement
Strategic Planning & Forecasting
Year-End Strategic Planning & Forecasting
Planning a Business Exit White Paper
White Paper
Planning a
Business Exit
CFO Edge Blog CFO Edge on Twitter CFO Edge on LinkedIn
Intuit Certifications