Building Your Referral Network

The professionals who refer appraisals can become your most valuable marketing asset.

Key Referral Partners

Estate Attorneys

Need appraisals for:

• Probate proceedings
• Estate planning
• Trust administration

Divorce Attorneys

Need appraisals for:

• Equitable distribution
• Settlement negotiations
• Court proceedings

CPAs and Financial Advisors

Need appraisals for:

• Estate taxes
• Gift taxes
• Financial planning

Real Estate Agents

Need appraisals for:

• Pre-listing valuations
• Buyer guidance
• Market analysis

How to Connect

1. Identify Targets

Research local professionals who regularly need appraisals.

2. Make Initial Contact

• Introduce yourself
• Explain your services
• Offer to be a resource

3. Provide Value First

• Share useful information
• Answer questions
• Be helpful without expecting immediate business

4. Stay in Touch

• Regular check-ins
• Holiday cards
• Invite to lunch/coffee

5. Deliver Excellence

When they do refer, provide outstanding service.

Nurturing Relationships

• Send market updates
• Share relevant articles
• Acknowledge referrals promptly
• Keep them informed on referred cases

The Long Game

Referral relationships take time to build but provide consistent, high-quality leads once established.