If you’ve been in financial services long enough, you know that one great introducer can transform your business.
Introducers — whether estate agents, accountants, solicitors, or niche local businesses — can provide a consistent stream of high-quality, warm leads. These relationships often turn into six-figure revenue sources that keep your pipeline full and predictable.
Inside the Wealthy Adviser Club, we teach advisers how to build these powerful relationships using real-world strategies that have already worked for hundreds of professionals.
Let’s break down exactly how to identify, contact, and secure your next introducer — and how to use AI to make the process faster and more effective.
Why Introducers Are the Hidden Goldmine of Financial Services
When you rely solely on inbound leads, referrals, or one-off campaigns, your business growth can be unpredictable. But when you have strong introducer relationships, you build a steady, scalable lead source that compounds over time.
Think of introducers as business partners who already have access to your target market. Whether they’re an estate agent, accountant, property coach, or even a local sports club — they already have trust with the exact people you want to work with.
At Mortgage Genie and Bespoke Financial, these relationships were the foundation for scaling.
- One month, we wrote 1,162 life insurance policies, largely from introducers.
- Other advisers we’ve trained, like Sam Mason from The Mortgage Protection Hub, went from zero to ten introducers in under a year — now generating steady leads every week.
So if you’re serious about scaling, this is one strategy you simply can’t ignore.
Step 1: Identify Your Ideal Introducers
Before you start sending emails or picking up the phone, get specific about who you’re targeting.
Ask yourself:
- Who is my ideal client?
- What businesses already serve that same client base?
- Who do my ideal clients already trust?
Depending on your niche, here are some examples:
🏡 Mortgage Advisers
- Estate agents
- Letting agents and property managers
- Developers and house builders
- Auction houses
- Property coaches or investment mentors
💼 Protection Advisers
- Divorce lawyers (new mortgages, new insurance needs)
- Accountants and tax advisers (business owners, high net worth clients)
- Sports clubs (income protection for athletes)
- Nurseries and schools (parents needing family protection)
📈 Wealth & Investment Advisers
- IFAs who don’t handle mortgages
- Business coaches
- Property networks and investment groups
- Networking event hosts
The more niche you go, the more success you’ll have. Broad approaches lead to average results; specific targeting leads to high-value introductions.
Step 2: Use AI to Create Perfect Outreach Emails
Cold outreach doesn’t have to feel cold. With the right message — and the right tone — you can spark curiosity and open doors.
The secret? Use ChatGPT or similar AI tools to generate high-impact, personalized emails.
Here’s the exact prompt you can use:
“My business specializes in [your service]. We help customers in [your area] with [your offering]. I want to reach out to [type of introducer] in [location] to explore a partnership where we can help their customers while also creating a new revenue stream for them. Write me five short, friendly, eye-catching emails to start the conversation.”
💡 Example: For Nurseries
Subject: Let’s Turn Nappies into Net Profit (Seriously!)
“Hi [Nursery Name],
I run a Newcastle-based life insurance firm that helps local families protect their futures.
I’d love to team up to offer free advice for your parents — you help them protect their children’s future, and we help them protect their family’s income. You even earn a small revenue stream for every referral.
Could we jump on a 10-minute call to explore this?”
It’s short, different, and attention-grabbing — and that’s exactly what works.
💡 Example: For Estate Agents
Subject: More Completions. Happier Clients. Extra Revenue.
“Hi [Agency Name],
I run a mortgage and protection firm across London and the South. We help buyers and vendors with fast, professional advice that keeps chains moving and deals completing.
I’d love to show you how we can speed up the buying process, keep your clients happy, and create a new revenue stream for your agency.
Fancy a quick chat this week?”
This works because it speaks their language — completions, client happiness, and revenue.
Step 3: Follow Up Like a Professional
The biggest mistake most advisers make? They send one email and give up.
Here’s the truth:
The money is in the follow-up.
Research and experience show that it takes 3–5 touchpoints before a prospect responds — especially in B2B outreach.
Here’s a simple follow-up sequence that works:
- Day 1: Send the initial email.
- Day 2: Light follow-up (“Just wanted to check you saw my message — thought it might be a good fit.”)
- Day 4: Add value (“We recently helped a local agency increase completions by 20% — happy to show you how.”)
- Day 7: Final follow-up (“Still keen to collaborate — would love to book a quick call this week.”)
You can generate all of these follow-ups using AI — just tell it to “write 3 short, curiosity-driven follow-up emails for introducers.”
Step 4: Incentivize Introducers the Smart Way
Let’s be honest — most introducers want a reason to take action.
You can motivate them by offering one of the following:
- 💷 Referral fee: 20–30% is typical for estate agents and partners.
- 🏢 Business kickback: e.g. “£100 per client we help, donated to your company’s Christmas fund.”
- ❤️ Charity donation: “For every family we protect, we’ll donate £50 to a charity of your choice.”
Keep it ethical and transparent — and always make it feel like a win-win.
Step 5: Schedule Time for Prospecting
The best advisers don’t wait for leads to appear — they create them.
If you want more introducers, you must make time for outreach.
As Jeb Blount explains in his book Fanatical Prospecting:
“50% of your working week should be spent prospecting if you want to scale fast.”
Even if that’s unrealistic for you right now, imagine dedicating just one day a week — eight hours — purely to building new relationships. Over three months, that could mean dozens of new introducers and hundreds of new leads.
Step 6: Nurture the Relationship
Once you’ve secured an introducer, your job isn’t done. It’s just beginning.
- Keep them updated on how their clients are being looked after.
- Send a monthly “wins” email showing success stories.
- Pay promptly on referral fees.
- Show appreciation — a small gesture or gift goes a long way.
These simple actions build trust and loyalty, ensuring your introducers continue to send business your way for years to come.
Step 7: Think Outside the Box
Introducers aren’t limited to estate agents or accountants. Some of the most profitable partnerships come from creative thinking:
- 🧱 Builders’ merchants → target self-employed tradesmen.
- 🏉 Rugby and football clubs → great for income protection.
- 🧑🌾 Farmers and agricultural groups → need commercial and legacy planning.
- 🏫 Schools and nurseries → direct line to parents who need protection.
Wherever your clients are, there’s a potential introducer serving them right now.
Final Thoughts: Small Actions, Big Results
Finding and securing introducers doesn’t require fancy tech or huge ad budgets — it just requires consistency and creativity.
Start with a clear target. Craft a smart, personalized email. Follow up. Incentivize the relationship. Then nurture it long term.
At Wealthy Adviser Club, we’ve seen advisers transform their income and lifestyle simply by implementing this strategy for 60–90 days.
One introducer can be worth £100,000+ a year.
Five introducers can change your entire business.
Start sending those emails, follow up with confidence, and remember: persistence pays.
Recommended Resources
📘 Fanatical Prospecting by Jeb Blount — for mastering outreach and pipeline building.
💻 ChatGPT & Canva — for creating fast, professional outreach and content.
🤝 Wealthy Adviser Club — for training, templates, and real-life examples from top advisers.
👉 Ready to Build Your Network of Introducers?
Join the Wealthy Adviser Club today and gain access to proven scripts, email templates, AI workflows, and mentorship from top brokers already doing 100+ policies per month.