College Planning & Funding: 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: College Planning & Funding
The five people who should be sending you clients
- Financial Advisor (They send you work)
Shared trigger: somebody retires - Primary Care Physician (They send you work)
Shared trigger: somebody changes jobs or gets relocated - Mental Health Therapist (They send you work)
Shared trigger: a marriage ends - Real Estate Agent (Residential) (They send you work)
Shared trigger: somebody changes jobs or gets relocated - Mortgage Broker / Loan Officer (They send you work)
Shared trigger: somebody changes jobs or gets relocated
The three rooms to be in
- Your local Realtor board or association: Your partners are in this room: residential real estate agents, mortgage brokers, and real estate attorneys.
- Your city or county chamber of commerce: Your partners are in this room: financial advisors, primary care practices, and therapists and counselors.
- Your local estate planning council: Your partners are in this room: financial advisors, estate planning attorneys, and CPAs.
- Your local Realtor board or association: Your partners are in this room: residential real estate agents, mortgage brokers, and real estate attorneys.
- Your city or county chamber of commerce: Your partners are in this room: financial advisors, primary care practices, and therapists and counselors.
- Your local estate planning council: Your partners are in this room: financial advisors, estate planning attorneys, and CPAs.
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 college planning advisors, 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 Financial Advisor They send you work Trigger: somebody retires 72 match strength out of 100
- 2 Primary Care Physician They send you work Trigger: somebody changes jobs or gets relocated 67 match strength out of 100
- 3 Mental Health Therapist They send you work Trigger: a marriage ends 66 match strength out of 100
- 4 Real Estate Agent (Residential) They send you work Trigger: somebody changes jobs or gets relocated 64 match strength out of 100
- 5 Mortgage Broker / Loan Officer They send you work Trigger: somebody changes jobs or gets relocated 64 match strength out of 100
- 6 Attorney Estate Planning & Probate They send you work Trigger: somebody retires 64 match strength out of 100
- 7 Attorney Real Estate They send you work Trigger: a marriage ends 63 match strength out of 100
- 8 Title Company They send you work Trigger: a marriage ends 61 match strength out of 100
- 9 Dentist They send you work Trigger: somebody changes jobs or gets relocated 61 match strength out of 100
- 10 CPA / Accountant They send you work Trigger: a marriage ends 60 match strength out of 100
- 1 Medical Spa / Aesthetics Two-way Trigger: somebody changes jobs or gets relocated 51 match strength out of 100
- 2 Travel Agent They send you work Trigger: somebody retires 49 match strength out of 100
- 3 Financial Advisor They send you work Trigger: somebody retires 48 match strength out of 100
- 4 Tutoring & Test Prep Two-way Trigger: somebody changes jobs or gets relocated 47 match strength out of 100
- 5 Jeweler Two-way Trigger: a marriage ends 46 match strength out of 100
- 6 Mortgage Broker / Loan Officer They send you work Trigger: somebody changes jobs or gets relocated 45 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 local Realtor board or association Your pick Your partners are in this room: residential real estate agents, mortgage brokers, and real estate attorneys. Chapter finder →
- 2 Your city or county chamber of commerce Your partners are in this room: financial advisors, primary care practices, and therapists and counselors. Chapter finder →
- 3 Your local estate planning council Your partners are in this room: financial advisors, estate planning attorneys, and CPAs. Chapter finder →
- 4 State CPA society Your partners are in this room: financial advisors and CPAs. Chapter finder →
- 5 Local mortgage bankers or brokers association Your partners are in this room: mortgage brokers and title companies. Chapter finder →
- 6 Land title association Your partners are in this room: real estate attorneys and title companies. Chapter finder →
- 7 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 8 LeTip International One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 1 Your local Realtor board or association Your pick Your partners are in this room: residential real estate agents, mortgage brokers, and real estate attorneys. Chapter finder →
- 2 Your city or county chamber of commerce Your partners are in this room: financial advisors, primary care practices, and therapists and counselors. Chapter finder →
- 3 Your local estate planning council Your partners are in this room: financial advisors, estate planning attorneys, and CPAs. Chapter finder →
- 4 State CPA society Your partners are in this room: financial advisors and CPAs. Chapter finder →
- 5 Local mortgage bankers or brokers association Your partners are in this room: mortgage brokers and title companies. Chapter finder →
- 6 Land title association Your partners are in this room: real estate attorneys and title companies. Chapter finder →
- 7 Prime Time Business Network One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. See chapters →
- 8 An independent local leads group One seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Let us be straight with you. For college planning advisors, 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 College Planning & Funding 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 college planning advisors, and the next meeting dates for your area.
Send me my list