← All categories

Business Banker: Best Referral Sources

Who should be sending you clients, and the rooms they are already sitting in. Tell us where you are and we will send the list.

Get your list

The rooms for business bankers, the next meeting dates, and who to ask for when you walk in.

Your top referral sources
  1. Attorney Business & Corporate
  2. CPA / Accountant
  3. Commercial Real Estate Broker
  4. Facility Manager
  5. Bookkeeper
See the full answer ↓
Start here

Your one-page action plan

Five partners, what starts the work for each one, and the three rooms to be in. Print it and keep it in the car.

Networking plan: Business Banker

The five people who should be sending you clients

  1. Attorney Business & Corporate (Two-way)
    Shared trigger: somebody starts a company
  2. CPA / Accountant (Two-way)
    Shared trigger: somebody starts a company
  3. Commercial Real Estate Broker (Two-way)
    Shared trigger: an investor or operator buys a commercial building
  4. Facility Manager (They send you work)
    Shared trigger: a business signs a lease or opens a location
  5. Bookkeeper (You send them work)
    Shared trigger: somebody starts a company

The three rooms to be in

  1. LinkedIn groups & local B2B communities: Your partners are in this room: business attorneys, CPAs, and commercial real estate brokers.
  2. State CPA society: Your partners are in this room: CPAs and bookkeepers.
  3. Your city or county chamber of commerce: Your partners are in this room: business attorneys, CPAs, and commercial real estate brokers.
Or have it emailed to you ↑
The people

Who should be sending you clients

Ranked by what starts the job, not by who sounds close to your trade. When something happens that makes people need business bankers, who else gets a call that same week?

Match strength is how much of your work starts from the same event as theirs, scored out of 100. Higher means you are more often called into the same job in the same week.

  1. 1 Attorney Business & Corporate Two-way Trigger: somebody starts a company 75 match strength out of 100
  2. 2 CPA / Accountant Two-way Trigger: somebody starts a company 73 match strength out of 100
  3. 3 Commercial Real Estate Broker Two-way Trigger: an investor or operator buys a commercial building 66 match strength out of 100
  4. 4 Facility Manager They send you work Trigger: a business signs a lease or opens a location 65 match strength out of 100
  5. 5 Bookkeeper You send them work Trigger: somebody starts a company 61 match strength out of 100
  6. 6 Restaurant / Food Service They send you work Trigger: somebody starts a company 60 match strength out of 100
  7. 7 Commercial Property Manager Two-way Trigger: an investor or operator buys a commercial building 60 match strength out of 100
  8. 8 Hard Money / Private Lender Two-way Trigger: somebody needs a loan closed 60 match strength out of 100
  9. 9 Attorney Real Estate Two-way Trigger: an investor or operator buys a commercial building 60 match strength out of 100
  10. 10 Staffing / Recruiting Two-way Trigger: a business puts its first employee on payroll 58 match strength out of 100

Knowing the names is half of it. We will send the list with what to say to each one. Send me my list ↑

The rooms

Where those people actually are

Ranked by how many of your best partners are in the room, and how much work each one can send you. Give someone nine choices and they pick none, so we have marked the one to start with.

  1. 1 LinkedIn groups & local B2B communities Your pick Your partners are in this room: business attorneys, CPAs, and commercial real estate brokers. Online community · Always on · Free · ~3 hrs/month Chapter finder →
  2. 2 State CPA society Your partners are in this room: CPAs and bookkeepers. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  3. 3 Your city or county chamber of commerce Your partners are in this room: business attorneys, CPAs, and commercial real estate brokers. Chamber of commerce · Monthly · Under $500/yr · ~4 hrs/month Chapter finder →
  4. 4 Software & platform user groups Your partners are in this room: facility managers and bookkeepers. Vendor & supply chain · Quarterly · Free · ~2 hrs/month
  5. 5 Vistage Your partners are in this room: business attorneys, CPAs, and staffing and recruiting firms. Paid peer group · Monthly · $2,000+/yr · ~8 hrs/month Chapter finder →
  6. 6 BOMA (Building Owners and Managers Association) Your partners are in this room: commercial real estate brokers and commercial property managers. Your partners' association · Monthly · $500–$2,000/yr · ~4 hrs/month Chapter finder →
  7. 7 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Weekly · $500–$2,000/yr · ~8 hrs/month · One seat per category Chapter finder →
  8. 8 LeTip International One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Weekly · $500–$2,000/yr · ~7 hrs/month · One seat per category Chapter finder →

Let us be straight with you. For business bankers, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.

These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑

Your seat

Is your seat open?

Prime Time takes one Business Banker per chapter. Put a South Florida ZIP into the form above and we will show you which seats are open.

Add your ZIP code in the form above to see which seats are open. Go to the form ↑

Want this as a list you can act on?

Send it to yourself: the partners above, the rooms ranked for business bankers, and the next meeting dates for your area.

Send me my list