01
Join & introduce your firm
Create a private profile. Request a directory review with your practice details and relevant registration information.
For accountants
Turn compliance moments into useful conversations.
Keep client information moving, build your firm’s visibility and introduce a planning professional when the client’s circumstances call for it.
Your journey through the network
02
Plan the client’s year
Use the SME calendar to agree input dates, collect the missing information and record the review status.
03
Spot a planning need
Use year-end, provisional tax, payroll, borrowing and ownership changes to open cash, income, continuity and estate questions.
04
Make a chosen introduction
Give the client a relevant readiness tool or referral form. They choose whether to request contact; the existing confirmation journey records their permission.
THE RIGHT MOMENT
When a conversation becomes useful.
Year-end & provisional tax
Confirm cash commitments and retirement inputs. A surplus can prompt a planning discussion after the accountant’s review.
Open the relevant tool →Owner income or staffing changes
Explore income interruption, existing benefits and business dependency.
Open the relevant tool →Debt, sureties or an ownership change
Start continuity and succession questions; bring in legal and financial professionals where needed.
Open the relevant tool →Owner’s annual review
Review will readiness and estate liquidity after family, property or business changes.
Open the relevant tool →YOUR FIRST SERVICE
A co-branded monthly campaign kit
Start with a reusable campaign draft. Save a collaboration brief for Know Your Numbers to review; publication and paid media require an agreed scope.