Industry · Financial & Wealth Advisory
Grow through introducers and life events, not cold prospecting.
The best wealth clients arrive through accountants, solicitors and reciprocal trust, usually around a life or liquidity event. New Dynamics turns that quiet network into a visible system, connecting professional introducers, event signals and the advisers who hold each relationship, so referrals are managed rather than hoped for.
How intelligence travels
- Event signal
- Client or introducer
- Decision-makers
- Lead adviser· your firm
- Pursuit
A business sale is attributed to the family behind it, the family to the introducer and adviser who hold trust, and the pursuit to the planner best placed to advise them.
Where work originates
- Accountant introducers
- Solicitor referrals
- Liquidity events
- Life events
- Existing client families
Who shapes the decision
- High-value clients
- Introducing partners
- Trustees
- Family principals
What your firm brings
- Planning expertise
- Adviser relationships
- Reciprocal referrals
- Long-term stewardship
Which clients and contacts are approaching a moment that needs advice?
Market Radar scores live public signals against the situations you plan for, business sales, directorship changes, property moves and other liquidity and life events, and explains each score. A company sale involving a family your firm already advises reads very differently from a cold name, and the scoring says so. These moments surface in a triage queue rather than being noticed too late.
Which introducer or adviser already holds this relationship?
Introducer networks live in individual heads and rarely add up to a shared picture. The coverage matrix shows every key client and introducer contact, which adviser owns the relationship, when it was last active, and the accountants and solicitors nobody has reciprocated with, ranked by influence, with the nearest warm route alongside. Adviser succession and key-person risk become visible before a departure takes a book of relationships with it.
| Decision-maker | Owner | Last touch | Best route in |
|---|---|---|---|
| Greg PowellManaging Director | David Okafor | 4w ago | active · 4/5 |
| Rachel StoneChief Finance Officer | no owner | never | via Dr Helen Carr · 5/5 |
| Tomas NowakHead of Acquisitions | no owner | never | via Greg Powell · 3/5 |
Two high-influence contacts, nobody accountable, but each with a colleague two steps away. That list is the month’s BD agenda.
Which prospective clients deserve senior adviser time?
Not every introduction is a fit, and senior time is finite. Each pursuit records its estimated value, stage, win probability and qualification, so the take-on conversation happens on evidence, and the high-value pipeline the partners see is weighted rather than wishful. Reciprocal referrals owed to introducers stay attached to next actions with clear owners and dates.
See how an adviser-shaped workspace handles your network.
Book a demonstration built around clients, introducers and advisers, not sales territories. We will follow one realistic opportunity for your firm from event signal to appointment.