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Mental Health Therapist: 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.

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The rooms for therapists and counselors, the next meeting dates, and who to ask for when you walk in.

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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: Mental Health Therapist

The five people who should be sending you clients

  1. Financial Advisor (Two-way)
    Shared trigger: a marriage ends
  2. Real Estate Agent (Residential) (Two-way)
    Shared trigger: a marriage ends
  3. Primary Care Physician (They send you work)
    Shared trigger: somebody gets hurt
  4. Attorney Family Law (Two-way)
    Shared trigger: a marriage ends
  5. Attorney Estate Planning & Probate (They send you work)
    Shared trigger: somebody dies and an estate has to be settled

The three rooms to be in

  1. Your local estate planning council: Your partners are in this room: financial advisors, estate planning attorneys, and CPAs.
  2. Your city or county chamber of commerce: Your partners are in this room: financial advisors, residential real estate agents, and primary care practices.
  3. Your county medical society: Your partners are in this room: primary care practices and physical therapists.
The people

Who should be sending you clients

Ranked by what starts the job, not by who sounds close to your trade. When something happens that makes people need therapists and counselors, who else gets a call that same week?

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. 1 Financial Advisor Two-way Trigger: a marriage ends 67 match strength out of 100
  2. 2 Real Estate Agent (Residential) Two-way Trigger: a marriage ends 66 match strength out of 100
  3. 3 Primary Care Physician They send you work Trigger: somebody gets hurt 66 match strength out of 100
  4. 4 Attorney Family Law Two-way Trigger: a marriage ends 65 match strength out of 100
  5. 5 Attorney Estate Planning & Probate They send you work Trigger: somebody dies and an estate has to be settled 64 match strength out of 100
  6. 6 Senior Living Placement Advisor They send you work Trigger: somebody dies and an estate has to be settled 62 match strength out of 100
  7. 7 Chiropractor They send you work Trigger: somebody gets hurt 61 match strength out of 100
  8. 8 Physical Therapist They send you work Trigger: somebody gets hurt 61 match strength out of 100
  9. 9 Mobile Notary & Signing Agent They send you work Trigger: somebody dies and an estate has to be settled 59 match strength out of 100
  10. 10 CPA / Accountant Two-way Trigger: somebody dies and an estate has to be settled 58 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 ↑

The rooms

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. 1 Your local estate planning council Your pick Your partners are in this room: financial advisors, estate planning attorneys, and CPAs. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  2. 2 Your city or county chamber of commerce Your partners are in this room: financial advisors, residential real estate agents, and primary care practices. Chamber of commerce · Monthly · Under $500/yr · ~4 hrs/month Chapter finder →
  3. 3 Your county medical society Your partners are in this room: primary care practices and physical therapists. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  4. 4 State CPA society Your partners are in this room: financial advisors and CPAs. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  5. 5 State bar practice sections Your partners are in this room: family law attorneys and estate planning attorneys. Your partners' association · Quarterly · Under $500/yr · ~2 hrs/month Chapter finder →
  6. 6 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Weekly · $500–$2,000/yr · ~8 hrs/month · One seat per category Chapter finder →
  7. 7 LeTip International One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Weekly · $500–$2,000/yr · ~7 hrs/month · One seat per category Chapter finder →
  8. 8 Network In Action One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Monthly · $500–$2,000/yr · ~3 hrs/month · One seat per category Chapter finder →

Let us be straight with you. For therapists and counselors, 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 ↑

Your seat

Is your seat open?

Prime Time takes one Mental Health Therapist 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 ↑

Want this as a list you can act on?

Send it to yourself: the partners above, the rooms ranked for therapists and counselors, and the next meeting dates for your area.

Send me my list