11 Steps for Referring to a Fellow Professional

As a financial professional, you can’t do everything. You might think you can, but licensing might be your first hurdle. If you are licensed to sell insurance, you are not licensed as a CPA to give accounting advice. In this circumstance, you might see the need to suggest they consult a fellow professional. How can you do this, both keeping the interests of your client foremost and not getting into trouble down the road?