Starting the Conversation: How to Initiate Accounting Referral Partnerships for Lawyers | Legal Marketing Q&A episode artwork

EPISODE · Mar 14, 2025 · 5 MIN

Starting the Conversation: How to Initiate Accounting Referral Partnerships for Lawyers | Legal Marketing Q&A

from Pillar & Scroll - Law Firm Marketing: Live Q&A · host Paul Evans

In this video, we explore how lawyers can confidently approach accountants to build valuable referral relationships. Learn practical conversation starters and strategies that focus on reciprocity rather than one-sided requests. This guidance stems from a question from a Melbourne-based commercial lawyer who regularly encounters accountants but struggles with initiating referral conversations. We provide specific language, techniques, and follow-up strategies that create mutual value for both professionals. Key topics covered: Why accountant-lawyer referral relationships matter Common mistakes lawyers make when approaching accountants The "So Do We" technique for starting conversations The seminar/event collaboration approach How to offer value through ad-hoc advice Effective follow-through strategies 📝 Read the full article: https://www.pillarscroll.com/insights/accounting-referral-partnerships-for-lawyers/  💡 Got a legal marketing question? We answer a new question every week from law firm leaders. Submit yours - email [email protected] 🌎  Pillar & Scroll around the web:  ► Visit the Pillar & Scroll website https://www.pillarscroll.com ► Follow Pillar & Scroll on LinkedIn https://www.linkedin.com/company/pillar-scroll/ ► Connect with Paul on LinkedIn https://www.linkedin.com/in/paulevansmelb/ ► Follow Pillar & Scroll on Instagram https://www.instagram.com/pillar.scroll/ ► Follow Pillar & Scroll on X https://x.com/PillarScroll ► Subscribe to Pillar & Scroll on Substack https://pillarscroll.substack.com/ See omnystudio.com/listener for privacy information.

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Starting the Conversation: How to Initiate Accounting Referral Partnerships for Lawyers | Legal Marketing Q&A

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