Attorney Elder Law: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in. Tell us where you are and we will send the list.
Your one-page action plan
Five partners, what starts the work for each one, and the three rooms to be in. 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.
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. When something happens that makes people need elder law attorneys, who else gets a call that same week?
The same list, turned around. Give first and the rest follows.
Match strength is how much of your work starts from the same event as theirs, scored out of 100. Higher means you are more often called into the same job in the same week.
- 1 Home Health Care Two-way Trigger: an aging parent needs a different living situation 75 match strength out of 100
- 2 Senior Living Placement Advisor Two-way Trigger: an aging parent needs a different living situation 72 match strength out of 100
- 3 Financial Advisor They send you work Trigger: somebody retires 68 match strength out of 100
- 4 Primary Care Physician Two-way Trigger: an aging parent needs a different living situation 65 match strength out of 100
- 5 Insurance Health & Benefits Two-way Trigger: somebody retires 61 match strength out of 100
- 6 CPA / Accountant Two-way Trigger: somebody dies and an estate has to be settled 60 match strength out of 100
- 7 Dentist They send you work Trigger: somebody gets hurt 53 match strength out of 100
- 8 Real Estate Agent (Residential) You send them work Trigger: somebody dies and an estate has to be settled 52 match strength out of 100
- 9 Massage Therapist They send you work Trigger: somebody gets hurt 52 match strength out of 100
- 10 Insurance Life Two-way Trigger: somebody dies and an estate has to be settled 51 match strength out of 100
- 1 Home Health Care Two-way Trigger: an aging parent needs a different living situation 77 match strength out of 100
- 2 Senior Living Placement Advisor Two-way Trigger: an aging parent needs a different living situation 76 match strength out of 100
- 3 Primary Care Physician Two-way Trigger: an aging parent needs a different living situation 67 match strength out of 100
- 4 Financial Advisor They send you work Trigger: somebody retires 63 match strength out of 100
- 5 Travel Agent You send them work Trigger: somebody retires 62 match strength out of 100
- 6 Junk Removal & Hauling You send them work Trigger: an aging parent needs a different living situation 61 match strength out of 100
Knowing the names is half of it. We will send the list with what to say to each one. Send me my list ↑
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. Give someone nine choices and they pick none, so we have marked the one to start with.
- 1 Your city or county chamber of commerce Your pick Your partners are in this room: home care agencies, financial advisors, and primary care practices. Chapter finder →
- 2 Aging Life Care / senior care provider network Your partners are in this room: home care agencies and senior placement advisors. Chapter finder →
- 3 Your local estate planning council Your partners are in this room: financial advisors, CPAs, and life insurance agents. Chapter finder →
- 4 State CPA society Your partners are in this room: financial advisors and CPAs. Chapter finder →
- 5 NAIFA / FPA chapter Your partners are in this room: financial advisors and life insurance agents. Chapter finder →
- 6 Your county medical society Your partner is in this room: primary care practices. Chapter finder →
- 7 SHRM local chapter Your partner is in this room: health and benefits brokers. Chapter finder →
- 8 Rotary International No referral mechanics at all, which is why the trust runs deep. Business follows in year two, not month two. Chapter finder →
- 1 Your city or county chamber of commerce Your pick Your partners are in this room: home care agencies, financial advisors, and primary care practices. Chapter finder →
- 2 Aging Life Care / senior care provider network Your partners are in this room: home care agencies and senior placement advisors. Chapter finder →
- 3 Your local estate planning council Your partners are in this room: financial advisors, CPAs, and life insurance agents. Chapter finder →
- 4 State CPA society Your partners are in this room: financial advisors and CPAs. Chapter finder →
- 5 NAIFA / FPA chapter Your partners are in this room: financial advisors and life insurance agents. Chapter finder →
- 6 Your county medical society Your partner is in this room: primary care practices. Chapter finder →
- 7 SHRM local chapter Your partner is in this room: health and benefits brokers. Chapter finder →
- 8 Rotary International No referral mechanics at all, which is why the trust runs deep. Business follows in year two, not month two. 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.
These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑
Is your seat open?
Prime Time takes one Attorney Elder Law per chapter. Put a South Florida ZIP into the form above and we will show you which seats are open.
Add your ZIP code in the form above to see which seats are open. Go to the form ↑
Prime Time doesn't operate where you are yet.
We have chapters across 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 roomsWant this as a list you can act on?
Send it to yourself: the partners above, the rooms ranked for elder law attorneys, and the next meeting dates for your area.
Send me my list