Making referrals

If your firm receives referral fees or commissions, you must comply with rigorous client consent and notification requirements. We look at the processes you need to follow and highlight some common pitfalls.

Client feedback helps you improve your services, pick up any problems early, and build stronger relationships. Good reviews and referrals from satisfied clients can also support you in growing your business. We talk to some ICAEW probate accredited firms about the different ways they obtain feedback, and how they use it.