LOA: Lessons on Advice

How to Get Better Referrals as a Financial Adviser


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Struggling with low-quality referrals? In Episode 8 of LOA: Lessons on Advice, Ben Butler, Adam Tweedie, and Will Hartley reveal how financial advisers can attract better referrals from accountants, solicitors, mortgage brokers—even hairdressers and jewellers! Learn how to make introductions smoother, avoid common referral mistakes, and build lasting professional relationships.

🔹 Who refers clients to financial advisers & how to work with them
🔹 Best & worst ways referrers introduce advisers
🔹 How to turn unexpected connections into business opportunities
🔹 Common challenges & how to handle them

🔥 “A great referral isn’t just about the introduction—it’s about trust.” 🔥

💬 Have you had a surprising referrer or a referral horror story? Drop a comment below!

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LOA: Lessons on AdviceBy The LOA Team