Industry Playbooks
Outbound playbooks written for one profession at a time, including the regulatory constraints that generic advice ignores.
How Law Firms Actually Get New Clients
Referrals dominate for solo and small firms (59%), far less for larger ones (27%). Plus the ABA rules on paid referrals and solicitation that most marketing advice gets vague about, and the one lever most firms underuse entirely.
9 min
How Financial Advisors Get New Clients Without Relying on Referrals
Referrals are valuable and fragile. A guide to adding proactive outreach and an inbound presence for independent advisors and wealth managers, with the US compliance lines (and where UK rules differ) drawn clearly.
12 min
Industry Playbooks FAQs
Quick answers before you dig into the guides above.
What does the Industry Playbooks category cover?
Outbound playbooks written for one profession at a time, including the regulatory constraints that generic advice ignores.
How many Industry Playbooks guides does Deligatr publish?
2 guides are live in Industry Playbooks right now, with more added as part of Deligatr's ongoing content schedule.
Where should I start in Industry Playbooks?
Start with How Law Firms Actually Get New Clients, the most recent guide in this category.