Financial Advisor: 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 financial advisors 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 financial advisors, who else gets a call that same week?
Financial advisors sell to both individuals and businesses, and most of the work starts when somebody retires. It is planned well ahead, so the introduction has to happen early. Clients come back, which makes one good introduction worth years.
- Retirementwhen somebody retires
- Sale of a businesswhen an owner sells the company
- Death / probatewhen somebody dies and an estate has to be settled
- Divorcewhen a marriage ends
- Job changewhen somebody changes jobs or gets relocated
- New babywhen a couple has a child
- Home purchasewhen somebody buys a house
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
CPA / Accountant
Two-way78Trigger: an owner sells the company
You and CPAs both get the call when an owner sells the company, usually the same week. This one goes both ways.
- 02
Attorney Business & Corporate
They send you work75Trigger: an owner sells the company
Business attorneys hear about it when an owner sells the company, before you do. This one sends you work rather than trading it.
- 03
Attorney Estate Planning & Probate
Two-way72Trigger: somebody retires
You and estate planning attorneys both get the call when somebody retires, usually the same week. This one goes both ways.
- 04
Insurance Health & Benefits
Two-way67Trigger: somebody retires
You and health and benefits brokers both get the call when somebody retires, usually the same week. This one goes both ways.
- 05
Real Estate Agent (Residential)
They send you work65Trigger: somebody dies and an estate has to be settled
Residential real estate agents hear about it when somebody dies and an estate has to be settled, before you do. This one sends you work rather than trading it.
- 06
Business Broker
Two-way63Trigger: an owner sells the company
You and business brokers both get the call when an owner sells the company, usually the same week. This one goes both ways.
- 07
Mental Health Therapist
Two-way60Trigger: a marriage ends
You and therapists and counselors both get the call when a marriage ends, usually the same week. This one goes both ways.
- 08
Business Banker
Two-way59Trigger: an owner sells the company
You and business bankers both get the call when an owner sells the company, usually the same week. This one goes both ways.
- 09
Private Investigator
They send you work59Trigger: a marriage ends
Private investigators hear about it when a marriage ends, before you do. This one sends you work rather than trading it.
- 10
Real Estate Appraiser
They send you work58Trigger: somebody dies and an estate has to be settled
Appraisers hear about it when somebody dies and an estate has to be settled, before you do. This one sends you work rather than trading it.
- 01
Attorney Estate Planning & Probate
Two-way75Trigger: somebody retires
You and estate planning attorneys both get the call when somebody retires, usually the same week. This one goes both ways.
- 02
Business Broker
Two-way73Trigger: an owner sells the company
You and business brokers both get the call when an owner sells the company, usually the same week. This one goes both ways.
- 03
Insurance Health & Benefits
Two-way71Trigger: somebody retires
You and health and benefits brokers both get the call when somebody retires, usually the same week. This one goes both ways.
- 04
Mental Health Therapist
Two-way67Trigger: a marriage ends
You and therapists and counselors both get the call when a marriage ends, usually the same week. This one goes both ways.
- 05
CPA / Accountant
Two-way66Trigger: an owner sells the company
You and CPAs both get the call when an owner sells the company, usually the same week. This one goes both ways.
- 06
Attorney Family Law
They send you work65Trigger: a marriage ends
Family law attorneys hear about it when a marriage ends, before you do. This one sends you work rather than trading it.
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.
LinkedIn groups & local B2B communities
Your partners are in this room: CPAs, business attorneys, and health and benefits brokers.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: CPAs, business attorneys, and health and benefits brokers.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 02
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: CPAs, business attorneys, and health and benefits brokers.
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 → - 03
Vistage
Paid peer groupYour partners are in this room: CPAs, business attorneys, and business brokers.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Chapter finder → - 04
Your local Realtor board or association
Your partners' associationYour partners are in this room: residential real estate agents and appraisers.
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 → - 05
State bar practice sections
Your partners' associationYour partners are in this room: business attorneys and estate planning attorneys.
Classes, standards, and lawyers who share cases. The exception is across practice areas. Estate and family lawyers refer to each other all the time.
Chapter finder → - 06
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 → - 07
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 → - 08
Network In Action
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Referral groups that meet once a month. Good if you cannot give up a morning every week.
Chapter finder →
LinkedIn groups & local B2B communities
Your partners are in this room: CPAs, business attorneys, and health and benefits brokers.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: CPAs, business attorneys, and health and benefits brokers.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 02
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: CPAs, business attorneys, and health and benefits brokers.
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 → - 03
Vistage
Paid peer groupYour partners are in this room: CPAs, business attorneys, and business brokers.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Chapter finder → - 04
Your local Realtor board or association
Your partners' associationYour partners are in this room: residential real estate agents and appraisers.
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 → - 05
State bar practice sections
Your partners' associationYour partners are in this room: business attorneys and estate planning attorneys.
Classes, standards, and lawyers who share cases. The exception is across practice areas. Estate and family lawyers refer to each other all the time.
Chapter finder → - 06
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 → - 07
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.
- 08
State CPA society
Your partners' associationYour partner is in this room: CPAs.
A CPA is the person most business owners trust most. Sponsors can go to chapter meetings and classes.
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. Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral. Everyone in it does what you do. Join it for the training, the licences, and the ties to manufacturers. Do not join it for referrals, and do not join it instead of the rooms above.
Your local estate planning council →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.
Is your seat open?
Prime Time takes one financial advisor 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 financial advisors, 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: 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.