Equipment Financing: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in.
Get the networking events worth showing up to
Tell us where you are. We will send you the best rooms for equipment finance companies and the next meeting dates. Add a ZIP and this page will also show your local chapters and which seats are open.
Most business owners network where their competitors are, not where their referral partners are.
Your own trade group is for learning. Your partners' groups are where the work comes from. Everything below starts with one question. When something happens that makes people need equipment finance companies, who else gets a call that same week?
Equipment finance companies sell to other businesses, and most of the work starts when somebody needs a loan closed. It moves fast, so being the name already in hand matters more than being the cheapest. Clients return now and then, so the introduction has to keep paying off.
- Financing or refinancewhen somebody needs a loan closed
- New lease or locationwhen a business signs a lease or opens a location
- Business formationwhen somebody starts a company
- Building system failurewhen the AC dies, a pipe fails, or something in the building stops working
- First hire / payrollwhen a business puts its first employee on payroll
Who should be sending you clients
Who you should be sending clients to
Ranked by what starts the job, not by who sounds close to your trade.
The same list, turned around. Give first and the rest follows.
- 01
Business Banker
They send you work82Trigger: somebody needs a loan closed
Business bankers hear about it when somebody needs a loan closed, before you do. This one sends you work rather than trading it.
- 02
Insurance Property & Casualty
They send you work71Trigger: a business signs a lease or opens a location
P&C insurance agents hear about it when a business signs a lease or opens a location, before you do. This one sends you work rather than trading it.
- 03
CPA / Accountant
They send you work71Trigger: somebody needs a loan closed
CPAs hear about it when somebody needs a loan closed, before you do. This one sends you work rather than trading it.
- 04
Commercial Lender
Two-way70Trigger: somebody needs a loan closed
You and commercial lenders both get the call when somebody needs a loan closed, usually the same week. This one goes both ways.
- 05
Commercial Property Manager
They send you work70Trigger: a business signs a lease or opens a location
Commercial property managers hear about it when a business signs a lease or opens a location, before you do. This one sends you work rather than trading it.
- 06
Mortgage Broker / Loan Officer
They send you work69Trigger: somebody needs a loan closed
Mortgage brokers hear about it when somebody needs a loan closed, before you do. This one sends you work rather than trading it.
- 07
Attorney Business & Corporate
They send you work68Trigger: a business signs a lease or opens a location
Business attorneys hear about it when a business signs a lease or opens a location, before you do. This one sends you work rather than trading it.
- 08
IT Services / Managed IT
Two-way67Trigger: a business signs a lease or opens a location
You and IT and managed service providers both get the call when a business signs a lease or opens a location, usually the same week. This one goes both ways.
- 09
Attorney Real Estate
They send you work67Trigger: a business signs a lease or opens a location
Real estate attorneys hear about it when a business signs a lease or opens a location, before you do. This one sends you work rather than trading it.
- 10
Bookkeeper
Two-way65Trigger: somebody needs a loan closed
You and bookkeepers both get the call when somebody needs a loan closed, usually the same week. This one goes both ways.
- 01
Real Estate Appraiser
You send them work62Trigger: somebody needs a loan closed
You hear about it when somebody needs a loan closed, before appraisers do. Expect to give more than you get back here.
- 02
Hard Money / Private Lender
Two-way62Trigger: somebody needs a loan closed
You and private lenders both get the call when somebody needs a loan closed, usually the same week. This one goes both ways.
- 03
Business Banker
They send you work60Trigger: somebody needs a loan closed
Business bankers hear about it when somebody needs a loan closed, before you do. This one sends you work rather than trading it.
- 04
Commercial Lender
Two-way59Trigger: somebody needs a loan closed
You and commercial lenders both get the call when somebody needs a loan closed, usually the same week. This one goes both ways.
- 05
Telecom & VoIP
Two-way59Trigger: a business signs a lease or opens a location
You and telecom and VoIP providers both get the call when a business signs a lease or opens a location, usually the same week. This one goes both ways.
- 06
Graphic Designer
Two-way59Trigger: somebody starts a company
You and graphic designers both get the call when somebody starts a company, usually the same week. This one goes both ways.
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.
Your city or county chamber of commerce
Your partners are in this room: business bankers, P&C insurance agents, and CPAs.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: business bankers, P&C insurance agents, and CPAs.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 02
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: business bankers, P&C insurance agents, and CPAs.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 03
Vistage
Paid peer groupYour partners are in this room: business bankers, CPAs, and business attorneys.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Chapter finder → - 04
State CPA society
Your partners' associationYour partners are in this room: CPAs and bookkeepers.
A CPA is the person most business owners trust most. Sponsors can go to chapter meetings and classes.
Chapter finder → - 05
Your local Realtor board or association
Your partners' associationYour partners are in this room: mortgage brokers and real estate attorneys.
Join as a vendor and you are in front of hundreds of agents. They need people they trust at every closing. Ask about the vendor committee and the classes for new agents, not just the parties.
Chapter finder → - 06
Local mortgage bankers or brokers association
Your partners' associationYour partners are in this room: commercial lenders and mortgage brokers.
Loan officers know a house is selling 30 to 60 days before anyone else does.
Chapter finder → - 07
BNI
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
The biggest referral group in the world. You meet every week. Only one person per job. They expect you to show up.
Chapter finder → - 08
LeTip International
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Weekly referral chapters. One person per job. Strong with trades and home services.
Chapter finder →
Your city or county chamber of commerce
Your partners are in this room: business bankers, P&C insurance agents, and CPAs.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: business bankers, P&C insurance agents, and CPAs.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 02
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: business bankers, P&C insurance agents, and CPAs.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 03
Vistage
Paid peer groupYour partners are in this room: business bankers, CPAs, and business attorneys.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Chapter finder → - 04
State CPA society
Your partners' associationYour partners are in this room: CPAs and bookkeepers.
A CPA is the person most business owners trust most. Sponsors can go to chapter meetings and classes.
Chapter finder → - 05
Your local Realtor board or association
Your partners' associationYour partners are in this room: mortgage brokers and real estate attorneys.
Join as a vendor and you are in front of hundreds of agents. They need people they trust at every closing. Ask about the vendor committee and the classes for new agents, not just the parties.
Chapter finder → - 06
Local mortgage bankers or brokers association
Your partners' associationYour partners are in this room: commercial lenders and mortgage brokers.
Loan officers know a house is selling 30 to 60 days before anyone else does.
Chapter finder → - 07
Prime Time Business Network
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
A South Florida referral group. Only one person per job in each chapter. So your competitors are kept out, and your referral partners have the other seats.
See chapters → - 08
An independent local leads group
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Most cities have small leads groups you will never find online. A realtor or insurance agent usually starts them. Ask three people in your trade who they meet with.
Let us be straight with you. For equipment finance companies, 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.
Is your seat open?
Prime Time takes one equipment financing per chapter. Put in a South Florida ZIP above and we will show you which seats are open.
Add a ZIP code at the top of the page to see which seats are open.
Prime Time doesn't operate where you are yet.
We have fifteen chapters in South Florida and none near you. Telling you to join would be bad advice. The rooms above are the real answer where you are. We can email you the one page version and let you know if we open near you.
Send me those roomsHave the next meetings sent to you
The rooms above are the answer. This is when they meet. Tell us where to send it and we will email you the next dates for equipment finance companies, with the one page plan.
We already know your trade and your area from this page, so there is nothing else to fill in. We do not ask for a phone number. Every email we send has an unsubscribe link.
Your one-page action plan
Five partners, five things to say, three rooms. Print it and keep it in the car.
Networking plan: Equipment Financing
The five people who should be sending you clients
- Business Banker (They send you work)
Shared trigger: somebody needs a loan closed - Insurance Property & Casualty (They send you work)
Shared trigger: a business signs a lease or opens a location - CPA / Accountant (They send you work)
Shared trigger: somebody needs a loan closed - Commercial Lender (Two-way)
Shared trigger: somebody needs a loan closed - Commercial Property Manager (They send you work)
Shared trigger: a business signs a lease or opens a location
The three rooms to be in
- Your city or county chamber of commerce: Your partners are in this room: business bankers, P&C insurance agents, and CPAs.
- LinkedIn groups & local B2B communities: Your partners are in this room: business bankers, P&C insurance agents, and CPAs.
- Vistage: Your partners are in this room: business bankers, CPAs, and business attorneys.
- Your city or county chamber of commerce: Your partners are in this room: business bankers, P&C insurance agents, and CPAs.
- LinkedIn groups & local B2B communities: Your partners are in this room: business bankers, P&C insurance agents, and CPAs.
- Vistage: Your partners are in this room: business bankers, CPAs, and business attorneys.