Most financial professionals know the value of building relationships with CPAs, estate attorneys, and mortgage brokers. But if you're only focusing on these traditional channels, you're likely missing out on warm, high-trust referrals from professionals and influencers in your community who are interacting with your ideal clients every day.
The best referral sources aren’t necessarily the most obvious—they’re the ones who know your ideal client well and care deeply about their well-being. By showing up with generosity, education, and professionalism, you position yourself not just as a financial professional—but as a trusted member of their network.
Below are 10 often-overlooked referral sources that can help you expand your reach—and how to approach them effectively. At Vanderbilt Financial Group, our Marketing and Business Development teams can help you create an outreach script, co-branded flyer, or workshop outline.
