← All categories

Equipment Financing: 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 equipment finance companies, the next meeting dates, and who to ask for when you walk in.

Your top referral sources
  1. Business Banker
  2. Insurance Property & Casualty
  3. CPA / Accountant
  4. Commercial Lender
  5. Commercial Property Manager
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: Equipment Financing

The five people who should be sending you clients

  1. Business Banker (They send you work)
    Shared trigger: somebody needs a loan closed
  2. Insurance Property & Casualty (They send you work)
    Shared trigger: a business signs a lease or opens a location
  3. CPA / Accountant (They send you work)
    Shared trigger: somebody needs a loan closed
  4. Commercial Lender (Two-way)
    Shared trigger: somebody needs a loan closed
  5. Commercial Property Manager (They send you work)
    Shared trigger: a business signs a lease or opens a location

The three rooms to be in

  1. Your city or county chamber of commerce: Your partners are in this room: business bankers, P&C insurance agents, and CPAs.
  2. LinkedIn groups & local B2B communities: Your partners are in this room: business bankers, P&C insurance agents, and CPAs.
  3. Vistage: Your partners are in this room: business bankers, CPAs, and business attorneys.
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 equipment finance companies, 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 Business Banker They send you work Trigger: somebody needs a loan closed 82 match strength out of 100
  2. 2 Insurance Property & Casualty They send you work Trigger: a business signs a lease or opens a location 71 match strength out of 100
  3. 3 CPA / Accountant They send you work Trigger: somebody needs a loan closed 71 match strength out of 100
  4. 4 Commercial Lender Two-way Trigger: somebody needs a loan closed 70 match strength out of 100
  5. 5 Commercial Property Manager They send you work Trigger: a business signs a lease or opens a location 70 match strength out of 100
  6. 6 Mortgage Broker / Loan Officer They send you work Trigger: somebody needs a loan closed 69 match strength out of 100
  7. 7 Attorney Business & Corporate They send you work Trigger: a business signs a lease or opens a location 68 match strength out of 100
  8. 8 IT Services / Managed IT Two-way Trigger: a business signs a lease or opens a location 67 match strength out of 100
  9. 9 Attorney Real Estate They send you work Trigger: a business signs a lease or opens a location 67 match strength out of 100
  10. 10 Bookkeeper Two-way Trigger: somebody needs a loan closed 65 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 Your city or county chamber of commerce Your pick Your partners are in this room: business bankers, P&C insurance agents, and CPAs. Chamber of commerce · Monthly · Under $500/yr · ~4 hrs/month Chapter finder →
  2. 2 LinkedIn groups & local B2B communities Your partners are in this room: business bankers, P&C insurance agents, and CPAs. Online community · Always on · Free · ~3 hrs/month Chapter finder →
  3. 3 Vistage Your partners are in this room: business bankers, CPAs, and business attorneys. Paid peer group · Monthly · $2,000+/yr · ~8 hrs/month Chapter finder →
  4. 4 State CPA society Your partners are in this room: CPAs and bookkeepers. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  5. 5 Your local Realtor board or association Your partners are in this room: mortgage brokers and real estate attorneys. Your partners' association · Monthly · Under $500/yr · ~4 hrs/month Chapter finder →
  6. 6 Local mortgage bankers or brokers association Your partners are in this room: commercial lenders and mortgage brokers. Your partners' association · Monthly · Under $500/yr · ~3 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 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.

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 Equipment Financing 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 equipment finance companies, and the next meeting dates for your area.

Send me my list