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These examples explain situations worth discussing. They are not records of actual clients, approvals, quotations or completed transactions. Any outcome would depend on an individual assessment.
A professional wants a client to start their own conversation with Jack.
The aim is to identify the questions and evidence that matter before making a commitment. A short outline is enough to begin; detailed records can follow through an agreed secure route.
A client has agreed to a limited initial summary being shared. The boundaries of updates need to be set.
The aim is to identify the questions and evidence that matter before making a commitment. A short outline is enough to begin; detailed records can follow through an agreed secure route.
Two professionals want a clear process for introductions, responsibilities and any disclosed referral arrangement.
The aim is to identify the questions and evidence that matter before making a commitment. A short outline is enough to begin; detailed records can follow through an agreed secure route.
A professional introducer wants to discuss introducer partnerships & referral fees. Two points need attention: your role and firm; type of client need. The simplest route is to share my contact details and let the client get in touch. The evidence and the decision need to be considered together rather than in isolation.
The aim is to identify the questions and evidence that matter before making a commitment. A short outline is enough to begin; detailed records can follow through an agreed secure route.
A professional introducer has started a conversation about introducer partnerships & referral fees, but the brief has changed. The review revisits two points: client's consent to introduction; preferred update arrangements. The next step is agreed using the updated facts, with any unresolved questions recorded.
The aim is to identify the questions and evidence that matter before making a commitment. A short outline is enough to begin; detailed records can follow through an agreed secure route.
The simplest route is to share my contact details and let the client get in touch. With their express consent, an introducer can send a minimal initial summary. Detailed documents and sensitive information should use the agreed secure process.