Finance · Business Development & Marketing
Referral partner materials
A packet of documents given to outside professionals who send client referrals, explaining the firm's services and how referrals work.
What it usually contains
- Overview of services and the types of clients the firm serves
- Description of the ideal referral and who to look for
- Referral submission steps and contact details
- Compensation, fee-sharing, or reciprocal arrangement terms
- Required disclosures and compliance language
- Co-branded one-pagers, email templates, and talking points
What the assistant uses it for
Answer questions about how a referral arrangement works, who qualifies as a good referral, what a partner is paid, and what a partner may or may not say to clients.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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