Attorney Elder Law: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in.
Get the networking events worth showing up to
Tell us where you are. We will send you the best rooms for elder law attorneys and the next meeting dates. Add a ZIP and this page will also show your local chapters and which seats are open.
Most business owners network where their competitors are, not where their referral partners are.
Your own trade group is for learning. Your partners' groups are where the work comes from. Everything below starts with one question. When something happens that makes people need elder law attorneys, who else gets a call that same week?
Elder law attorneys sell to individuals and households, and most of the work starts when an aging parent needs a different living situation. It moves fast, so being the name already in hand matters more than being the cheapest. Most clients buy once, so the flow of new names is the whole business.
- Aging / care transitionwhen an aging parent needs a different living situation
- Death / probatewhen somebody dies and an estate has to be settled
- Retirementwhen somebody retires
- Injurywhen somebody gets hurt
Who should be sending you clients
Who you should be sending clients to
Ranked by what starts the job, not by who sounds close to your trade.
The same list, turned around. Give first and the rest follows.
- 01
Home Health Care
Two-way75Trigger: an aging parent needs a different living situation
You and home care agencies both get the call when an aging parent needs a different living situation, usually the same week. This one goes both ways.
- 02
Senior Living Placement Advisor
Two-way72Trigger: an aging parent needs a different living situation
You and senior placement advisors both get the call when an aging parent needs a different living situation, usually the same week. This one goes both ways.
- 03
Financial Advisor
They send you work68Trigger: somebody retires
Financial advisors hear about it when somebody retires, before you do. This one sends you work rather than trading it.
- 04
Primary Care Physician
Two-way65Trigger: an aging parent needs a different living situation
You and primary care practices both get the call when an aging parent needs a different living situation, usually the same week. This one goes both ways.
- 05
Insurance Health & Benefits
Two-way61Trigger: somebody retires
You and health and benefits brokers both get the call when somebody retires, usually the same week. This one goes both ways.
- 06
CPA / Accountant
Two-way60Trigger: somebody dies and an estate has to be settled
You and CPAs both get the call when somebody dies and an estate has to be settled, usually the same week. This one goes both ways.
- 07
Dentist
They send you work53Trigger: somebody gets hurt
Dentists hear about it when somebody gets hurt, before you do. This one sends you work rather than trading it.
- 08
Real Estate Agent (Residential)
You send them work52Trigger: somebody dies and an estate has to be settled
You hear about it when somebody dies and an estate has to be settled, before residential real estate agents do. Expect to give more than you get back here.
- 09
Massage Therapist
They send you work52Trigger: somebody gets hurt
Massage therapists hear about it when somebody gets hurt, before you do. This one sends you work rather than trading it.
- 10
Insurance Life
Two-way51Trigger: somebody dies and an estate has to be settled
You and life insurance agents both get the call when somebody dies and an estate has to be settled, usually the same week. This one goes both ways.
- 01
Home Health Care
Two-way77Trigger: an aging parent needs a different living situation
You and home care agencies both get the call when an aging parent needs a different living situation, usually the same week. This one goes both ways.
- 02
Senior Living Placement Advisor
Two-way76Trigger: an aging parent needs a different living situation
You and senior placement advisors both get the call when an aging parent needs a different living situation, usually the same week. This one goes both ways.
- 03
Primary Care Physician
Two-way67Trigger: an aging parent needs a different living situation
You and primary care practices both get the call when an aging parent needs a different living situation, usually the same week. This one goes both ways.
- 04
Financial Advisor
They send you work63Trigger: somebody retires
Financial advisors hear about it when somebody retires, before you do. This one sends you work rather than trading it.
- 05
Travel Agent
You send them work62Trigger: somebody retires
You hear about it when somebody retires, before travel advisors do. Expect to give more than you get back here.
- 06
Junk Removal & Hauling
You send them work61Trigger: an aging parent needs a different living situation
You hear about it when an aging parent needs a different living situation, before junk removal companies do. Expect to give more than you get back here.
Where those people actually are
Ranked by how many of your best partners are in the room, and how much work each one can send you.
Your city or county chamber of commerce
Your partners are in this room: home care agencies, financial advisors, and primary care practices.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: home care agencies, financial advisors, and primary care practices.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 02
Aging Life Care / senior care provider network
Your partners' associationYour partners are in this room: home care agencies and senior placement advisors.
People who help older adults and their families move, get care, and sort out the house. They are there when the family decides everything at once.
Chapter finder → - 03
Your local estate planning council
Your partners' associationYour partners are in this room: financial advisors, CPAs, and life insurance agents.
Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral.
Chapter finder → - 04
State CPA society
Your partners' associationYour partners are in this room: financial advisors and CPAs.
A CPA is the person most business owners trust most. Sponsors can go to chapter meetings and classes.
Chapter finder → - 05
NAIFA / FPA chapter
Your partners' associationYour partners are in this room: financial advisors and life insurance agents.
Classes and carrier ties. Life, property, and investment people here do refer to each other when their licenses differ.
Chapter finder → - 06
Your county medical society
Your partners' associationYour partner is in this room: primary care practices.
Doctors in one room, and almost nobody there is selling to them. You can usually go as a sponsor.
Chapter finder → - 07
SHRM local chapter
Your partners' associationYour partner is in this room: health and benefits brokers.
HR managers. They buy benefits, training, staffing, background checks, and legal help.
Chapter finder → - 08
Rotary International
Community & service organizationNo referral mechanics at all, which is why the trust runs deep. Business follows in year two, not month two.
Weekly, service first, and openly not a referral group, which is why the trust runs so deep. Work comes after a year, not a month. Members skew older and settled.
Chapter finder →
Your city or county chamber of commerce
Your partners are in this room: home care agencies, financial advisors, and primary care practices.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: home care agencies, financial advisors, and primary care practices.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 02
Aging Life Care / senior care provider network
Your partners' associationYour partners are in this room: home care agencies and senior placement advisors.
People who help older adults and their families move, get care, and sort out the house. They are there when the family decides everything at once.
Chapter finder → - 03
Your local estate planning council
Your partners' associationYour partners are in this room: financial advisors, CPAs, and life insurance agents.
Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral.
Chapter finder → - 04
State CPA society
Your partners' associationYour partners are in this room: financial advisors and CPAs.
A CPA is the person most business owners trust most. Sponsors can go to chapter meetings and classes.
Chapter finder → - 05
NAIFA / FPA chapter
Your partners' associationYour partners are in this room: financial advisors and life insurance agents.
Classes and carrier ties. Life, property, and investment people here do refer to each other when their licenses differ.
Chapter finder → - 06
Your county medical society
Your partners' associationYour partner is in this room: primary care practices.
Doctors in one room, and almost nobody there is selling to them. You can usually go as a sponsor.
Chapter finder → - 07
SHRM local chapter
Your partners' associationYour partner is in this room: health and benefits brokers.
HR managers. They buy benefits, training, staffing, background checks, and legal help.
Chapter finder → - 08
Rotary International
Community & service organizationNo referral mechanics at all, which is why the trust runs deep. Business follows in year two, not month two.
Weekly, service first, and openly not a referral group, which is why the trust runs so deep. Work comes after a year, not a month. Members skew older and settled.
Chapter finder →
Let us be straight with you. For elder law attorneys, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.
Is your seat open?
Prime Time takes one attorney elder law per chapter. Put in a South Florida ZIP above and we will show you which seats are open.
Add a ZIP code at the top of the page to see which seats are open.
Prime Time doesn't operate where you are yet.
We have fifteen chapters in South Florida and none near you. Telling you to join would be bad advice. The rooms above are the real answer where you are. We can email you the one page version and let you know if we open near you.
Send me those roomsHave the next meetings sent to you
The rooms above are the answer. This is when they meet. Tell us where to send it and we will email you the next dates for elder law attorneys, with the one page plan.
We already know your trade and your area from this page, so there is nothing else to fill in. We do not ask for a phone number. Every email we send has an unsubscribe link.
Your one-page action plan
Five partners, five things to say, three rooms. Print it and keep it in the car.
Networking plan: Attorney Elder Law
The five people who should be sending you clients
- Home Health Care (Two-way)
Shared trigger: an aging parent needs a different living situation - Senior Living Placement Advisor (Two-way)
Shared trigger: an aging parent needs a different living situation - Financial Advisor (They send you work)
Shared trigger: somebody retires - Primary Care Physician (Two-way)
Shared trigger: an aging parent needs a different living situation - Insurance Health & Benefits (Two-way)
Shared trigger: somebody retires
The three rooms to be in
- Your city or county chamber of commerce: Your partners are in this room: home care agencies, financial advisors, and primary care practices.
- Aging Life Care / senior care provider network: Your partners are in this room: home care agencies and senior placement advisors.
- Your local estate planning council: Your partners are in this room: financial advisors, CPAs, and life insurance agents.
- Your city or county chamber of commerce: Your partners are in this room: home care agencies, financial advisors, and primary care practices.
- Aging Life Care / senior care provider network: Your partners are in this room: home care agencies and senior placement advisors.
- Your local estate planning council: Your partners are in this room: financial advisors, CPAs, and life insurance agents.