Sources: UK Professional Services Firm, Personal Finance Society and JP Morgan Asset Management Survey, RQ Data
RQ objectively rewards the best financial planning firms. Accountants, solicitors, and other professionals can identify the best firms, do due diligence on them, and monitor them continually.
Referrals from lawyers, accountants and other professionals represent your firm’s greatest untapped growth opportunity. The size of the opportunity demands you have a deliberate strategy and the tools to support execution.
RQ's referral wizard is compliant by design. By using it with your partners, guardrails ensure referrals are always made in a compliant way. Built with guidance from the ICAEW, and in line with the SRA.