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Practical thinking on referral networks, centers of influence, and business development for founder-led firms.

October 2026 · Architecture & Engineering Firms

For Architecture and Engineering Firms, the Referral Cycle Is Longer Than You Think

Why referral relationships in this industry take a year or more to convert, and how to keep one warm until the RFP finally arrives.

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September 2026 · CPA & Accounting Firms

How CPA Firms Build a Referral Network That Doesn't Depend on One Partner

A practical breakdown of how CPA and accounting firms build a referral engine that keeps working even when the founding partner is busy, traveling, or focused elsewhere.

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August 2026 · RIAs & Wealth Advisors

The Best Referral Source for an RIA Isn't Another Advisor

Why CPAs, estate attorneys, and divorce attorneys often compound better than advisor-to-advisor referrals, and how to build those relationships so they produce consistently.

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