Approach a referral partner

I work in marketing at a financial advice firm. Help me approach a business that could refer clients to us.

Context: Accountants, solicitors, estate agents and mortgage brokers refer steadily when they trust the firm to look after their client and keep them informed.

Before you start, ask me for anything missing from this list:
- Who they are and who they serve
- What we could do for their clients
- What we can offer in return and what we cannot

Then:
1. Open with what their clients need.
2. Suggest one small way to start.
3. Keep it under 120 words.

Give me:
- The first message
- A follow-up
- Three talking points for a call

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see:
- How any referral fee or arrangement is disclosed to clients
- What we can and cannot offer in return
- That client information is shared only with consent