Free Live Webinar
How Finance SMEs Build a Predictable Pipeline — Without Relying on Referrals
Wednesday 25 February 2026
10:00 AM EST
Online (Via Zoom)
The 5 lead-generation strategies most finance firms are missing
If your business relies almost entirely on referrals, you’re not alone.
And you’re not doing anything wrong.
But referral-only growth comes with a hidden cost: lack of control.
This webinar is for finance professionals who are great at what they do, but want a clearer,
more predictable way to generate new work without chasing leads, running ads blindly, or
feeling awkward about “marketing”.
Does this sound familiar?
Most of your work comes from referrals — and you’re grateful for them
But referrals are inconsistent, unpredictable, and hard to scale
Some months feel fine… others feel uncomfortably quiet
You’ve tried a few things (LinkedIn, Google Ads, networking) but nothing sticks
You’re busy delivering work, yet growth feels flat
You’re not sure where to begin without wasting time or money
If any of that hits close to home, this session is for you.
The real issue isn’t lead generation
Most finance SMEs don’t have a lead problem.
They have a pipeline problem.
Random tactics don’t create growth.
Structure does.
In this webinar, I’ll walk you through the 5 strategies that sit underneath every predictable pipeline, the ones most firms skip, misunderstand, or never put in place.
What you’ll learn in this Webinar.
By the end of the session, you’ll understand:
Why referrals alone cap your growth (even when business is “good”)
The difference between activity and an actual pipeline
The 5 lead-generation strategies finance SMEs need for predictable growth
What not to waste time or money on at your stage
How to move from “waiting to be referred” to intentional lead flow
What a simple, ethical, trust-based pipeline actually looks like for finance firms
This is not about becoming a marketer.
It’s about building a business that isn’t dependent on luck.
Who this is for
This webinar is designed for:
Solo finance operators and small finance SMEs
Accountants, bookkeepers, advisors, and finance consultants
Firms doing good work but relying heavily on referrals
Business owners who want more visibility, consistency, and control
Professionals who value structure over hype
If you’re looking for quick hacks or gimmicks, this won’t be for you. If you want clarity and direction, you’ll get a lot from this session.
Your Host
Wendy Tansey
— Founder & Principal Consultant
I work with finance and professional services businesses to help them move from reactive growth to designed growth.
My focus isn’t marketing tactics, it’s business architecture:
Clear positioning
Simple pipelines
Systems that support growth instead of draining energy
This work is about making growth deliberate, not exhausting.
Save your Seat
Join us live on Wednesday, 25 Feb at 10 AM.
Helping Australian SMEs Scale by Solving People Problems.
Leadership | Systems | Sustainable Growth.