Local Partner Script Guide
How to Build Referral Relationships with Realtors, Lenders, and CPAs
Looking for steady, high-trust referrals without having to buy leads? This guide offers proven scripts and strategies to help you connect with local professionals—such as realtors, mortgage brokers, CPAs, and small business owners. These relationships can unlock warm, trust-based referrals, but only if approached the right way. Use the following email, phone, and in-person scripts to start conversations that feel helpful—not pushy.
Why Local Partnerships Matter
Some of the best referral sources already serve the same families you aim to protect. These professionals—realtors, lenders, CPAs—are trusted by their clients and are often the first to know when someone is buying a home, changing jobs, or starting a family. By positioning yourself as a helpful resource, you can build partnerships that create long-term opportunity and mutual value.
Overview
Partnerships with local professionals can provide a steady stream of high-quality referrals when approached correctly. This guide includes simple, proven scripts to help you start conversations that feel natural and low-pressure. The goal is to introduce yourself professionally and lay the groundwork for a mutually beneficial relationship—not to pitch or sell.
Initial Email or Direct Message Script
Use this for LinkedIn, email, or Facebook outreach:
Subject: Quick Question About Your Clients
Hi [First Name],
I hope this finds you well. I work with families here in [Your City] to make sure their mortgage and income are protected—especially when they’ve just bought a home or experienced a major life change.
I thought there might be a natural fit between what we each do. Would you be open to a quick chat to see if there’s a way we can help each other out?
No pressure either way—just thought it made sense to connect.
Best,
[Your Name]
[Phone] | [Website or Profile Link]
Phone or In-Person Introduction Script
“Hey [Name], I help a lot of families in this area make sure they’re protected after big life changes—buying a home, switching jobs, retiring, and so on.
I wanted to introduce myself in case any of your clients ever mention needing coverage, or even just understanding what they already have. I also like having great professionals to refer my clients to when they need a good [realtor / mortgage advisor / CPA / etc.].
Would it make sense to stay in touch?”
Pro Tips for Stronger Partnerships
- Offer value first: For example, “If you ever have a client who needs a quick policy review, I’m happy to do that at no charge.”
- Don’t rush the ask: Avoid requesting referrals immediately. Focus on building rapport and earning trust.
- Track your contacts: Add your partners to a CRM or spreadsheet and follow up occasionally with check-ins like, “Just checking in—how’s business been for you this quarter?”
