For accountants, advisers and introducers
Help your clients
beyond your own specialism.
When a client needs help outside your work, one introduction gives them a familiar first contact and a route to the right specialist. You stay their adviser.
How a partner introduction works
You ask your client.
Check they’d like a conversation, and that we can contact them.
We talk to them.
We listen, then explain who could help.
They decide.
If they go ahead, the specialist works with them under its own terms.
You hear what they’re happy to share.
Some clients want you involved throughout; others prefer to keep it with the specialist.
Questions partners ask.
What can an introduction be about?
Payroll; growth or acquisition capital; business insurance, staff medical cover and invoice finance; finance-director support or a financial health check; or a client’s personal plans. Each starts as a first conversation with us; for capital, insurance, invoice finance and personal plans, specialist partnerships are being developed. For recruitment and workforce businesses, it can also be about selling or stepping back. For payroll, your client can also go straight to Kingsway Payroll.
Is there an introducer arrangement?
If one is appropriate, we agree it with you in writing first. Your client hears about it, and how Kingsway is paid, before any introduction.
Can I introduce an owner who is thinking about selling?
Yes, for recruitment and workforce businesses. Start with a partner conversation and leave the client’s details out. We’ll explain how a discreet first conversation with the owner would work.
Partner conversation
Start with how it would work.
Your name and a way to reply are enough to start.
Prefer to talk first? Discuss a partnership (opens Zoho Bookings: Kingsway Brokerage — partner conversation)
A 30-minute Google Meet video call.
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