Westawi · Financial Services Alliances

Your clients need other advisers. Make sure they're yours.

The firms your clients need next are already serving the same households you do. We build the alliances between those firms, so clients move between them and revenue moves with them.

Start a conversation → How we help

One household. Up to seven firms. Usually no system between them.

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7

Which firms, in what order, and which one should hold the relationship. That's the map we build with you in the first conversation.

How we help

Three ways to grow through the firms around you.

We start where the value is already sitting: in your existing client base and in the firms your clients already use.

i.

Your existing clients

Client conversations, booked

Settled clients who are ready for an advisory conversation. Loans due for review. Clients who've gone quiet. We call them and book them in with the right adviser.

  • Prioritised lists from your own client book
  • Calls made personally, in your firm's name
  • Appointments booked by adviser and type, reported weekly

In practice nowRunning for a mortgage brokerage and its advisory arm, booking home loan reviews and advisory appointments from mutual clients.

ii.

Complementary firms

Strategic alliances

Somewhere near you is a firm whose clients are your next clients, and yours are theirs. We find the right one and build a referral pathway that works both ways.

  • Identify firms whose clients are your next clients
  • Design the referral pathway and the handover
  • Negotiate terms, then book the first appointments

iii.

Firms ready to scale

Acquiring a client book

Many principals across these professions are approaching retirement with a book of loyal clients and no succession plan. The right book, in the right hands, is worth far more than its price.

  • Find client books and rent rolls that fit your services and region
  • Open the conversation discreetly, principal to principal
  • Negotiate price, structure and client transition

Who we work with

Mortgage brokeragesWealth & financial plannersBuyer's agentsProperty advisersConveyancers & property lawyersInsurance & risk brokersProperty managersEstate & wills lawyersAccounting & tax firmsSMSF specialists

Approach

Map. Open. Negotiate.

The same three moves behind all of our Partnerships & Deals work, applied to the way financial services firms actually win and keep clients.

01 · Map

Where the clients sit

Which of your clients are due for a conversation, and which firms already hold the clients you want next.

02 · Open

Principal to principal

We open the conversation with the owners who make the decision, with a clear case for why both firms are better off together.

03 · Negotiate

Pathways that last

Referral terms, handover process and reporting that keep both firms sending clients long after the first meeting.

Built to sit within your obligations. Referral arrangements between credit, advice, insurance, legal and real estate firms carry disclosure and remuneration rules, and acquiring a rent roll brings state licensing and trust account requirements. We design every pathway to work alongside your licensee and compliance requirements, and we don't provide financial, credit or legal advice ourselves.

← All Partnerships & Deals routes

Start a conversation

Which firms should your clients meet next?

Tell us briefly about your firm and who your clients already work with. That's enough for a first conversation.