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Optometrist: 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.

Get your list

The rooms for optometrists, 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: Optometrist

The five people who should be sending you clients

  1. Primary Care Physician (They send you work)
    Shared trigger: an aging parent needs a different living situation
  2. Home Health Care (They send you work)
    Shared trigger: an aging parent needs a different living situation
  3. Real Estate Agent (Residential) (They send you work)
    Shared trigger: somebody changes jobs or gets relocated
  4. Mortgage Broker / Loan Officer (They send you work)
    Shared trigger: somebody changes jobs or gets relocated
  5. Financial Advisor (They send you work)
    Shared trigger: somebody changes jobs or gets relocated

The three rooms to be in

  1. Your local Realtor board or association: Your partners are in this room: residential real estate agents and mortgage brokers.
  2. Your city or county chamber of commerce: Your partners are in this room: primary care practices, home care agencies, and residential real estate agents.
  3. Aging Life Care / senior care provider network: Your partners are in this room: home care agencies, senior placement advisors, and elder law attorneys.
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 optometrists, 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 Primary Care Physician They send you work Trigger: an aging parent needs a different living situation 71 match strength out of 100
  2. 2 Home Health Care They send you work Trigger: an aging parent needs a different living situation 67 match strength out of 100
  3. 3 Real Estate Agent (Residential) They send you work Trigger: somebody changes jobs or gets relocated 64 match strength out of 100
  4. 4 Mortgage Broker / Loan Officer They send you work Trigger: somebody changes jobs or gets relocated 63 match strength out of 100
  5. 5 Financial Advisor They send you work Trigger: somebody changes jobs or gets relocated 63 match strength out of 100
  6. 6 Moving Company They send you work Trigger: a family moves into a new place 62 match strength out of 100
  7. 7 Insurance Health & Benefits They send you work Trigger: somebody changes jobs or gets relocated 60 match strength out of 100
  8. 8 Senior Living Placement Advisor They send you work Trigger: an aging parent needs a different living situation 60 match strength out of 100
  9. 9 Attorney Elder Law They send you work Trigger: an aging parent needs a different living situation 59 match strength out of 100
  10. 10 Residential Cleaning Two-way Trigger: a family moves into a new place 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 Realtor board or association Your pick Your partners are in this room: residential real estate agents and mortgage brokers. Your partners' association · Monthly · Under $500/yr · ~4 hrs/month Chapter finder →
  2. 2 Your city or county chamber of commerce Your partners are in this room: primary care practices, home care agencies, and residential real estate agents. Chamber of commerce · Monthly · Under $500/yr · ~4 hrs/month Chapter finder →
  3. 3 Aging Life Care / senior care provider network Your partners are in this room: home care agencies, senior placement advisors, and elder law attorneys. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  4. 4 Your local estate planning council Your partners are in this room: financial advisors and elder law attorneys. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  5. 5 Your county medical society Your partner is in this room: primary care practices. Your partners' association · Monthly · Under $500/yr · ~3 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 optometrists, 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 Optometrist 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 optometrists, and the next meeting dates for your area.

Send me my list