I'm building a small, exclusive network of trusted professionals in your city & surrounding area — one per specialty, so the clients we send each other always land with someone we've personally vetted.
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.
A steady stream of warm introductions from a local financial professional who has already earned the client's trust — no cold leads, no shared database, just direct referrals.
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 referral partner 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, and how referrals get handled. A one-time $250 administration fee reserves and activates your exclusive Business Guide placement.
Straightforward, two-way introductions — plus the co-marketing below — from day one.
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.
Every client I meet who needs your specialty gets your name — and only your name.
Regular mentions to my client list and audience as my trusted go-to in your field.
Your name, firm, and contact info wherever I point clients looking for your specialty.
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.
