Financial Advisor: 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.
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: Financial Advisor
The five people who should be sending you clients
- CPA / Accountant (Two-way)
Shared trigger: an owner sells the company - Attorney Business & Corporate (They send you work)
Shared trigger: an owner sells the company - Attorney Estate Planning & Probate (Two-way)
Shared trigger: somebody retires - Insurance Health & Benefits (Two-way)
Shared trigger: somebody retires - Real Estate Agent (Residential) (They send you work)
Shared trigger: somebody dies and an estate has to be settled
The three rooms to be in
- LinkedIn groups & local B2B communities: Your partners are in this room: CPAs, business attorneys, and health and benefits brokers.
- Your city or county chamber of commerce: Your partners are in this room: CPAs, business attorneys, and health and benefits brokers.
- Vistage: Your partners are in this room: CPAs, business attorneys, and business brokers.
- LinkedIn groups & local B2B communities: Your partners are in this room: CPAs, business attorneys, and health and benefits brokers.
- Your city or county chamber of commerce: Your partners are in this room: CPAs, business attorneys, and health and benefits brokers.
- Vistage: Your partners are in this room: CPAs, business attorneys, and business brokers.
Don't confuse this with networking: Your local estate planning council. Learning and supplier access, not referrals.
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. When something happens that makes people need financial advisors, who else gets a call that same week?
The same list, turned around. Give first and the rest follows.
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 CPA / Accountant Two-way Trigger: an owner sells the company 78 match strength out of 100
- 2 Attorney Business & Corporate They send you work Trigger: an owner sells the company 75 match strength out of 100
- 3 Attorney Estate Planning & Probate Two-way Trigger: somebody retires 72 match strength out of 100
- 4 Insurance Health & Benefits Two-way Trigger: somebody retires 67 match strength out of 100
- 5 Real Estate Agent (Residential) They send you work Trigger: somebody dies and an estate has to be settled 65 match strength out of 100
- 6 Business Broker Two-way Trigger: an owner sells the company 63 match strength out of 100
- 7 Mental Health Therapist Two-way Trigger: a marriage ends 60 match strength out of 100
- 8 Business Banker Two-way Trigger: an owner sells the company 59 match strength out of 100
- 9 Private Investigator They send you work Trigger: a marriage ends 59 match strength out of 100
- 10 Real Estate Appraiser They send you work Trigger: somebody dies and an estate has to be settled 58 match strength out of 100
- 1 Attorney Estate Planning & Probate Two-way Trigger: somebody retires 75 match strength out of 100
- 2 Business Broker Two-way Trigger: an owner sells the company 73 match strength out of 100
- 3 Insurance Health & Benefits Two-way Trigger: somebody retires 71 match strength out of 100
- 4 Mental Health Therapist Two-way Trigger: a marriage ends 67 match strength out of 100
- 5 CPA / Accountant Two-way Trigger: an owner sells the company 66 match strength out of 100
- 6 Attorney Family Law They send you work Trigger: a marriage ends 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 ↑
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 LinkedIn groups & local B2B communities Your pick Your partners are in this room: CPAs, business attorneys, and health and benefits brokers. Chapter finder →
- 2 Your city or county chamber of commerce Your partners are in this room: CPAs, business attorneys, and health and benefits brokers. Chapter finder →
- 3 Vistage Your partners are in this room: CPAs, business attorneys, and business brokers. Chapter finder →
- 4 Your local Realtor board or association Your partners are in this room: residential real estate agents and appraisers. Chapter finder →
- 5 State bar practice sections Your partners are in this room: business attorneys and estate planning attorneys. Chapter finder →
- 6 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 7 LeTip International One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 8 Network In Action One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 1 LinkedIn groups & local B2B communities Your pick Your partners are in this room: CPAs, business attorneys, and health and benefits brokers. Chapter finder →
- 2 Your city or county chamber of commerce Your partners are in this room: CPAs, business attorneys, and health and benefits brokers. Chapter finder →
- 3 Vistage Your partners are in this room: CPAs, business attorneys, and business brokers. Chapter finder →
- 4 Your local Realtor board or association Your partners are in this room: residential real estate agents and appraisers. Chapter finder →
- 5 State bar practice sections Your partners are in this room: business attorneys and estate planning attorneys. Chapter finder →
- 6 Prime Time Business Network One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. See chapters →
- 7 An independent local leads group One seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
- 8 State CPA society Your partner is in this room: CPAs. Chapter finder →
Your local estate planning council
Most financial advisors join this room first. It is also the one most likely to be the wrong pick. Everyone in it does what you do. Join it for the training, the licenses, and the ties to manufacturers. Do not join it for referrals, and do not join it instead of the rooms above.
Let us be straight with you. For financial advisors, 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 ↑
Is your seat open?
Prime Time takes one Financial Advisor 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 ↑
Prime Time doesn't operate where you are yet.
We have chapters across 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 roomsWant this as a list you can act on?
Send it to yourself: the partners above, the rooms ranked for financial advisors, and the next meeting dates for your area.
Send me my list