We work with a select group of introducers with whom we have forged close reliable relationships over many years. We realise as an Introducer you will be a trusted professional by your own clientele and who expect reliable accurate guidance. Many of our introducers are wealth managers, financial advisors, lawyers, real estate agents and accountants who turn to Temple Solutions Consultancy for assistance in complex situations or instances that require a more structured approach.
Introducers
Working with Temple Solutions as an Introducer
We understand that as an Introducer the relationships with your clients are your most valuable asset. When making an introduction to our consultancy firm thenteam at Temple Solutions take the lead and extend the same professionalism, transparency and attention to your clientele as what would be provided by yourself. We operate in a full contractual manner with all introducers.
How we’ll handle your introduction
We ask that you make an initial formal introduction so that we can then take the lead and request preliminary information and discuss requirements in a confidential direct manner. This we find provides fluidity on our process and reduces the risk of stagnation which can naturally occur when relaying requests through external parties. In most cases we require extensive documentation which requires swift communication, transparency and comfort in discussions. Introducers are updated at key milestones throughout the process and compensated according to any fee agreement in place on a project by project basis. Direct engagement between our consultancy firm and the client is essential to progress and drive the assignment to successful completion.