The 2x2 for Consultants

How to Stop Losing the $100K You Worked Hard to Make

52 min · 6 mei 2026
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Beschrijving

The more your money you make, the more complicated it gets to manage it. Think taxes, structure, payroll – and a whole set of decisions no one teaches you how to make. But Lorie Jones [https://www.linkedin.com/in/loriejones/], founder of Fearless Financial Advisors [https://www.linkedin.com/company/fearless-financial-advisors/], has built her career helping founders manage what comes next financially. In this conversation, we go deep into the three stages every founder goes through – and how to navigate each one.

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aflevering AMA: Should I Charge a Referral Fee? artwork

AMA: Should I Charge a Referral Fee?

One of the questions I get asked all the time is whether consultants should be paid for referring business to someone else.    The answer is yes, but I understand the hesitation. Asking for compensation can feel awkward, especially when all you're doing is making an introduction.    But here's the way I think about it: when you refer someone, you're creating value for everyone involved. You're helping a consultant find an opportunity they may not have found on their own, and you're helping a client find someone trustworthy to solve a problem.    That's not just an introduction; it's value. Referral fees are simply a way to recognize that value.    In this podcast episode, I answered some of the most common questions I hear about referral fees.

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