Monthly Archives: August 2016

There doesn’t seem to be a day that goes by without someone announcing a new robo-advice offering, mentioning about ‘fintech’ or telling us we need to be more innovative. Throw in the word ‘disruption’ and you are guaranteed to invoke emotions ranging from excitement, inspiration, all the way down to skepticism, anxiety and downright denial.

For as long as I can remember, business and financial professionals have been trying to form referral relationships with other professionals – be they accountants, lawyers, financial planners or mortgage brokers. The idea isn’t new but experiences can be mixed. For every referral relationship that’s working well, there are far more that under deliver what