Jeweler: 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: Jeweler
The five people who should be sending you clients
- Financial Advisor (They send you work)
Shared trigger: somebody dies and an estate has to be settled - Florist (Two-way)
Shared trigger: a family plans a wedding or milestone event - Real Estate Agent (Residential) (They send you work)
Shared trigger: somebody dies and an estate has to be settled - CPA / Accountant (They send you work)
Shared trigger: somebody dies and an estate has to be settled - Attorney Estate Planning & Probate (They send you work)
Shared trigger: somebody dies and an estate has to be settled
The three rooms to be in
- Your local estate planning council: Your partners are in this room: financial advisors, CPAs, and estate planning attorneys.
- State CPA society: Your partners are in this room: financial advisors and CPAs.
- Your city or county chamber of commerce: Your partners are in this room: financial advisors, florists, and residential real estate agents.
- Your local estate planning council: Your partners are in this room: financial advisors, CPAs, and estate planning attorneys.
- State CPA society: Your partners are in this room: financial advisors and CPAs.
- Your city or county chamber of commerce: Your partners are in this room: financial advisors, florists, and residential real estate agents.
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 jewelers, 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 Financial Advisor They send you work Trigger: somebody dies and an estate has to be settled 67 match strength out of 100
- 2 Florist Two-way Trigger: a family plans a wedding or milestone event 65 match strength out of 100
- 3 Real Estate Agent (Residential) They send you work Trigger: somebody dies and an estate has to be settled 63 match strength out of 100
- 4 CPA / Accountant They send you work Trigger: somebody dies and an estate has to be settled 63 match strength out of 100
- 5 Attorney Estate Planning & Probate They send you work Trigger: somebody dies and an estate has to be settled 63 match strength out of 100
- 6 Senior Living Placement Advisor They send you work Trigger: somebody dies and an estate has to be settled 62 match strength out of 100
- 7 Medical Spa / Aesthetics You send them work Trigger: a family plans a wedding or milestone event 60 match strength out of 100
- 8 Real Estate Appraiser They send you work Trigger: somebody dies and an estate has to be settled 60 match strength out of 100
- 9 Primary Care Physician They send you work Trigger: somebody retires 60 match strength out of 100
- 10 Event Planner Two-way Trigger: a family plans a wedding or milestone event 59 match strength out of 100
- 1 Florist Two-way Trigger: a family plans a wedding or milestone event 68 match strength out of 100
- 2 Medical Spa / Aesthetics You send them work Trigger: a family plans a wedding or milestone event 64 match strength out of 100
- 3 Caterer You send them work Trigger: a family plans a wedding or milestone event 64 match strength out of 100
- 4 DJ & Entertainment You send them work Trigger: a family plans a wedding or milestone event 64 match strength out of 100
- 5 Photographer You send them work Trigger: a family plans a wedding or milestone event 64 match strength out of 100
- 6 Event Planner Two-way Trigger: a family plans a wedding or milestone event 56 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 Your local estate planning council Your pick Your partners are in this room: financial advisors, CPAs, and estate planning attorneys. Chapter finder →
- 2 State CPA society Your partners are in this room: financial advisors and CPAs. Chapter finder →
- 3 Your city or county chamber of commerce Your partners are in this room: financial advisors, florists, and residential real estate agents. Chapter finder →
- 4 Your local Realtor board or association Your partners are in this room: residential real estate agents and appraisers. Chapter finder →
- 5 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 6 LeTip International One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 7 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 →
- 8 Master Networks One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 1 Your local estate planning council Your pick Your partners are in this room: financial advisors, CPAs, and estate planning attorneys. Chapter finder →
- 2 State CPA society Your partners are in this room: financial advisors and CPAs. Chapter finder →
- 3 Your city or county chamber of commerce Your partners are in this room: financial advisors, florists, and residential real estate agents. Chapter finder →
- 4 Your local Realtor board or association Your partners are in this room: residential real estate agents and appraisers. Chapter finder →
- 5 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 →
- 6 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.
- 7 LinkedIn groups & local B2B communities Your partners are in this room: residential real estate agents, CPAs, and med spas. Chapter finder →
- 8 Vistage Your partners are in this room: financial advisors and CPAs. Chapter finder →
Let us be straight with you. For jewelers, 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 Jeweler 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 jewelers, and the next meeting dates for your area.
Send me my list