College Planning & Funding: 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 college planning advisors 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 college planning advisors, who else gets a call that same week?
College planning advisors sell to individuals and households, and most of the work starts when somebody changes jobs or gets relocated. It is planned well ahead, so the introduction has to happen early. Most clients buy once, so the flow of new names is the whole business.
- Job changewhen somebody changes jobs or gets relocated
- Divorcewhen a marriage ends
- Retirementwhen somebody retires
- Death / probatewhen somebody dies and an estate has to be settled
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
Financial Advisor
They send you work72Trigger: somebody retires
Financial advisors hear about it when somebody retires, before you do. This one sends you work rather than trading it.
- 02
Primary Care Physician
They send you work67Trigger: somebody changes jobs or gets relocated
Primary care practices hear about it when somebody changes jobs or gets relocated, before you do. This one sends you work rather than trading it.
- 03
Mental Health Therapist
They send you work66Trigger: a marriage ends
Therapists and counselors hear about it when a marriage ends, before you do. This one sends you work rather than trading it.
- 04
Real Estate Agent (Residential)
They send you work64Trigger: somebody changes jobs or gets relocated
Residential real estate agents hear about it when somebody changes jobs or gets relocated, before you do. This one sends you work rather than trading it.
- 05
Mortgage Broker / Loan Officer
They send you work64Trigger: somebody changes jobs or gets relocated
Mortgage brokers hear about it when somebody changes jobs or gets relocated, before you do. This one sends you work rather than trading it.
- 06
Attorney Estate Planning & Probate
They send you work64Trigger: somebody retires
Estate planning attorneys hear about it when somebody retires, before you do. This one sends you work rather than trading it.
- 07
Attorney Real Estate
They send you work63Trigger: a marriage ends
Real estate attorneys hear about it when a marriage ends, before you do. This one sends you work rather than trading it.
- 08
Title Company
They send you work61Trigger: a marriage ends
Title companies hear about it when a marriage ends, before you do. This one sends you work rather than trading it.
- 09
Dentist
They send you work61Trigger: somebody changes jobs or gets relocated
Dentists hear about it when somebody changes jobs or gets relocated, before you do. This one sends you work rather than trading it.
- 10
CPA / Accountant
They send you work60Trigger: a marriage ends
CPAs hear about it when a marriage ends, before you do. This one sends you work rather than trading it.
- 01
Medical Spa / Aesthetics
Two-way51Trigger: somebody changes jobs or gets relocated
You and med spas both get the call when somebody changes jobs or gets relocated, usually the same week. This one goes both ways.
- 02
Travel Agent
They send you work49Trigger: somebody retires
Travel advisors hear about it when somebody retires, before you do. This one sends you work rather than trading it.
- 03
Financial Advisor
They send you work48Trigger: somebody retires
Financial advisors hear about it when somebody retires, before you do. This one sends you work rather than trading it.
- 04
Tutoring & Test Prep
Two-way47Trigger: somebody changes jobs or gets relocated
You and tutoring companies both get the call when somebody changes jobs or gets relocated, usually the same week. This one goes both ways.
- 05
Jeweler
Two-way46Trigger: a marriage ends
You and jewelers both get the call when a marriage ends, usually the same week. This one goes both ways.
- 06
Mortgage Broker / Loan Officer
They send you work45Trigger: somebody changes jobs or gets relocated
Mortgage brokers hear about it when somebody changes jobs or gets relocated, before you do. This one sends you work rather than trading it.
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 local Realtor board or association
Your partners are in this room: residential real estate agents, mortgage brokers, and real estate attorneys.
Join as a vendor and you are in front of hundreds of agents. They need people they trust at every closing. Ask about the vendor committee and the classes for new agents, not just the parties.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
Your local Realtor board or association
Your partners' associationYour partners are in this room: residential real estate agents, mortgage brokers, and real estate attorneys.
Join as a vendor and you are in front of hundreds of agents. They need people they trust at every closing. Ask about the vendor committee and the classes for new agents, not just the parties.
Chapter finder → - 02
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: financial advisors, primary care practices, and therapists and counselors.
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 → - 03
Your local estate planning council
Your partners' associationYour partners are in this room: financial advisors, estate planning attorneys, and CPAs.
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
Local mortgage bankers or brokers association
Your partners' associationYour partners are in this room: mortgage brokers and title companies.
Loan officers know a house is selling 30 to 60 days before anyone else does.
Chapter finder → - 06
Land title association
Your partners' associationYour partners are in this room: real estate attorneys and title companies.
Title agents and closing lawyers. They touch every deal on its last day.
Chapter finder → - 07
BNI
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
The biggest referral group in the world. You meet every week. Only one person per job. They expect you to show up.
Chapter finder → - 08
LeTip International
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Weekly referral chapters. One person per job. Strong with trades and home services.
Chapter finder →
Your local Realtor board or association
Your partners are in this room: residential real estate agents, mortgage brokers, and real estate attorneys.
Join as a vendor and you are in front of hundreds of agents. They need people they trust at every closing. Ask about the vendor committee and the classes for new agents, not just the parties.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
Your local Realtor board or association
Your partners' associationYour partners are in this room: residential real estate agents, mortgage brokers, and real estate attorneys.
Join as a vendor and you are in front of hundreds of agents. They need people they trust at every closing. Ask about the vendor committee and the classes for new agents, not just the parties.
Chapter finder → - 02
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: financial advisors, primary care practices, and therapists and counselors.
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 → - 03
Your local estate planning council
Your partners' associationYour partners are in this room: financial advisors, estate planning attorneys, and CPAs.
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
Local mortgage bankers or brokers association
Your partners' associationYour partners are in this room: mortgage brokers and title companies.
Loan officers know a house is selling 30 to 60 days before anyone else does.
Chapter finder → - 06
Land title association
Your partners' associationYour partners are in this room: real estate attorneys and title companies.
Title agents and closing lawyers. They touch every deal on its last day.
Chapter finder → - 07
Prime Time Business Network
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
A South Florida referral group. Only one person per job in each chapter. So your competitors are kept out, and your referral partners have the other seats.
See chapters → - 08
An independent local leads group
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Most cities have small leads groups you will never find online. A realtor or insurance agent usually starts them. Ask three people in your trade who they meet with.
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.
Is your seat open?
Prime Time takes one college planning & funding 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 college planning advisors, 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: 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.