Pillar & Scroll - Law Firm Marketing: Live Q&A

Starting the Conversation: How to Initiate Accounting Referral Partnerships for Lawyers | Legal Marketing Q&A


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In this video, we explore how lawyers can confidently approach accountants to build valuable referral relationships. Learn practical conversation starters and strategies that focus on reciprocity rather than one-sided requests.

This guidance stems from a question from a Melbourne-based commercial lawyer who regularly encounters accountants but struggles with initiating referral conversations. We provide specific language, techniques, and follow-up strategies that create mutual value for both professionals.

Key topics covered:

  • Why accountant-lawyer referral relationships matter
  • Common mistakes lawyers make when approaching accountants
  • The "So Do We" technique for starting conversations
  • The seminar/event collaboration approach
  • How to offer value through ad-hoc advice
  • Effective follow-through strategies

📝 Read the full article: https://www.pillarscroll.com/insights/accounting-referral-partnerships-for-lawyers/ 

💡 Got a legal marketing question? We answer a new question every week from law firm leaders. Submit yours - email [email protected]

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Pillar & Scroll - Law Firm Marketing: Live Q&ABy Paul Evans