Sam Green
Senior Account Executive @Rq
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WORK HISTORY
Senior Account Executive @Rq
EDUCATION
Sheffield Hallam University
Performance for Stage and Screen, Theatre/Theater
The University of Sheffield
Theatre and Performance MA, English Literature (British and Commonwealth)
SKILLS
ABOUT SAM GREEN
Most accounting, financial planning, and wealth management firms rely on referrals for growth, yet a surprising amount of that value quietly leaks away.Introductions go untracked. Follow-ups are missed. Relationships that should be compounding value are left to memory, spreadsheets, or inboxes.I work with professional services firms who want to stop referral leakage, and recover the value that’s escaping through inconsistent follow-up and poor visibility.At RQ, I help partners and leadership teams take control of the end-to-end referral process. That means knowing where introductions come from, how they move through the firm, and which relationships genuinely perform versus those that simply “feel” important.The result is clarity. Firms can prove ROI on referrals, make smarter investment decisions around relationships, and grow with confidence rather than guesswork.Most of my conversations are with partners, principals, and operational leaders asking:– “How much referral value are we actually losing?”– “Which relationships deserve more attention?”– “How do we grow referrals without losing oversight?”If you run an accounting, financial planning, or wealth management firm and want clearer control, less leakage, and real evidence of referral performance, we’ll likely have a useful conversation, even if RQ isn’t the final answer.
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