{"id":23168,"date":"2025-02-18T05:08:43","date_gmt":"2025-02-18T05:08:43","guid":{"rendered":"http:\/\/www.thinkadvisor.com\/2025\/02\/18\/11-steps-for-referring-to-a-fellow-professional\/"},"modified":"2025-02-18T05:08:43","modified_gmt":"2025-02-18T05:08:43","slug":"11-steps-for-referring-to-a-fellow-professional","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2025\/02\/18\/11-steps-for-referring-to-a-fellow-professional\/","title":{"rendered":"11 Steps for Referring to a Fellow Professional"},"content":{"rendered":"<div class=\"media_block\"><a href=\"https:\/\/feeds.feedblitz.com\/-\/913265477\/0\/thinkadvisor.jpg\"><img decoding=\"async\" src=\"https:\/\/feeds.feedblitz.com\/-\/913265477\/0\/thinkadvisor.jpg\" class=\"media_thumbnail\"><\/a><\/div>\n<div><img decoding=\"async\" src=\"https:\/\/images.thinkadvisor.com\/contrib\/content\/uploads\/sites\/415\/2023\/01\/Networking_Referrals_Adobe_640x640.jpg\" class=\"ff-og-image-inserted\"><\/div>\n<p>As a financial professional, you can\u2019t 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?<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As a financial professional, you can\u2019t 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&#46;&#46;&#46;<\/p>\n","protected":false},"author":1,"featured_media":23169,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[1],"jetpack_featured_media_url":"https:\/\/blog.lifeinsurance-orleans.ca\/wp-content\/uploads\/2025\/02\/11-steps-for-referring-to-a-fellow-professional.jpg","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/23168"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=23168"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/23168\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media\/23169"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=23168"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=23168"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=23168"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}