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Marketing Focus: Professional Introducer Programme

Marketing Focus: Professional Introducer Programme

Want to access professional introducers? Receiving referrals from professional introducers (accountants, solicitors) is the ‘holy grail’ for many financial intermediaries. Our new, low-cost Professional Introducer Programme helps to make it happen.

We provide:

  • Target list within your area (names/telephone numbers and addresses)*
  • Monthly Professional Briefings (personalised to your firm) on a range of topics that will be of interest to Accountants and relevant to their clients delivered as PDFs (with print option at additional cost)
  • PowerPoint presentation, every two months, for briefing meetings on one topic covered during the previous period - which can be used for seminars, individual meetings or both
  • Letter template for issuing invitations to a seminar
  • Plus telephone support (assume up to one hour per month)

Introductory offer - receive our Guide to Working with Professional Introducers and a draft letter introducing the service to send to Accountants and Solicitors in your area as part of your first month's subscription.

The service costs £95 per month plus vat, the minimum subscription period is three months.

Optional additional service:

  • Telephone calls to make initial contact
  • Telephone follow-up to each monthly mailing to encourage individual meetings
  • Telephone follow-up to seminar/meeting invitations.

To find out more, contact us on  This e-mail address is being protected from spambots. You need JavaScript enabled to view it  or call 01279 657555


Advisers enquiring about our Professional Introducer Programme are often also interested in our Economic Review newsletter.

* Up to a maximum of 50 contacts. 

What clients say

We have been using the Monthly Economic Review and Professional Briefings programmes for the past four or five years and find that these are clear and easy for our clients and contacts to understand. Peter Fulcher, Managing Director, Business & Personal Investment

We have worked with this marketing consultancy for many years and always find them quick to respond to our requirements, instinctively understanding the message that we need to put across. With more than 60 years' combined financial services experience, we find that briefing them on new projects is a formality.Robin Hooper, Chief Executive, The Lifetime SIPP Company

As general insurance brokers as well as independent financial advisers, we were delighted to find a marketing company with a high level of technical expertise in both areas. This has allowed us to consider ways of cross-marketing our services to clients as well as keep them informed about important developments via our website.Bob Parkins, Managing Director, PSP Insurance and Financial Solutions

Since you took over the production of our client newsletters and marketing material, we have been able to produce more high-quality output for less effort. Your understanding of the financial services industry is invaluable to us in getting important information out quickly. Sanjay Shah, Senior Partner, Smart Wealth Management LLP

Delighted with what The Outsourced Marketing Department do for us – quick, efficient, to brief and cost-effective. Michael Clapper, CEO, sellmycommercial property.co.uk