I'm building a small, exclusive network of featured professionals in your city & surrounding area — one per specialty, so the business owners who read my Business Guide see one clearly identified professional for each need.
Right now I answer that with a shrug or a name I'm not sure about. I'd rather send my clients to someone I know and trust — and I'd like to be that person for your clients, too, when they need a review of their insurance, protection planning, or business structure.
Visibility in front of business owners who are actively building and protecting their companies, through a guide I use in real professional consultations. Placement is advertising — there is no guarantee of any number of inquiries, and results vary.
Somewhere reliable to send clients who need legal, tax, or real estate expertise I don't provide — and confidence that they'll be taken care of the way I'd take care of them myself.
This only works if it stays exclusive — for you and for me. So I only take on one featured sponsor in each specialty per region I serve — a primary city, plus roughly a two-hour drive from it. I'm licensed in more than one state, so each licensed state has its own region(s) and its own exclusivity — a specialty being taken in one region doesn't affect availability in another.
To be specific about what's exclusive: it's your placement inside the Business Guide — the resource I hand to clients and prospects in every professional consultation. That's the one slot per specialty, per region. Newsletter mentions, social posts, and podcast invitations are additional exposure on top of that — valuable, but not themselves the exclusive part.
Once your specialty is spoken for in a region, the door closes for that region — even to other firms in your field who reach out after you. First signed, first served.
A short call or coffee — no pressure, no pitch. Just two professionals figuring out whether our clients would genuinely benefit from knowing each other. We'll also cover how and where you'd be featured in our marketing.
Because this is exclusive, I check that no one in your field has already claimed this radius before we go further.
Nothing complicated — what each of us commits to — including that neither of us is required to refer business to the other. A one-time $250 administration fee reserves and activates your exclusive Business Guide placement.
Your listing goes into the Business Guide, along with the additional exposure below. There is no referral requirement or minimum on either side.
One of these is the exclusive part — your placement in the Business Guide. The rest is additional exposure that comes with the relationship, but isn't itself exclusive.
The one slot per specialty, per region. You're the only [specialty] featured in the Guide I hand to clients and prospects during every professional consultation.
You're never required to refer or recommend anyone, and no minimum is expected. No guarantee is made about the number of inquiries your listing will generate.
Regular mentions to my client list and audience as a featured professional in your field.
Your name, firm, and contact info wherever I share the Guide's featured professionals.
Send me a few details and I'll confirm whether your specialty and territory are available, then follow up to set up a time to talk.
States shown reflect where I'm currently licensed and appointed as of today. I'm able to add additional states at any time, and this list may not include every state I hold a license in — if your state isn't listed, ask, and I'll confirm.
