Primary Care Physician: 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 primary care practices 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 primary care practices, who else gets a call that same week?
Primary care practices sell to individuals and households, and most of the work starts when somebody gets hurt. It moves fast, so being the name already in hand matters more than being the cheapest. Clients come back, which makes one good introduction worth years.
- Injurywhen somebody gets hurt
- New babywhen a couple has a child
- Aging / care transitionwhen an aging parent needs a different living situation
- Job changewhen somebody changes jobs or gets relocated
- Retirementwhen somebody retires
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
Attorney Elder Law
Two-way67Trigger: an aging parent needs a different living situation
You and elder law attorneys both get the call when an aging parent needs a different living situation, usually the same week. This one goes both ways.
- 02
Attorney Estate Planning & Probate
They send you work65Trigger: a couple has a child
Estate planning attorneys hear about it when a couple has a child, before you do. This one sends you work rather than trading it.
- 03
Financial Advisor
They send you work64Trigger: somebody retires
Financial advisors hear about it when somebody retires, before you do. This one sends you work rather than trading it.
- 04
Senior Living Placement Advisor
Two-way63Trigger: an aging parent needs a different living situation
You and senior placement advisors both get the call when an aging parent needs a different living situation, usually the same week. This one goes both ways.
- 05
CPA / Accountant
They send you work62Trigger: somebody retires
CPAs hear about it when somebody retires, before you do. This one sends you work rather than trading it.
- 06
Home Health Care
You send them work61Trigger: an aging parent needs a different living situation
You hear about it when an aging parent needs a different living situation, before home care agencies do. Expect to give more than you get back here.
- 07
Insurance Life
They send you work60Trigger: a couple has a child
Life insurance agents hear about it when a couple has a child, before you do. This one sends you work rather than trading it.
- 08
Real Estate Agent (Residential)
They send you work59Trigger: 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.
- 09
Mortgage Broker / Loan Officer
They send you work58Trigger: 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.
- 10
Childcare & Preschool
Two-way58Trigger: a couple has a child
You and childcare centers and preschools both get the call when a couple has a child, usually the same week. This one goes both ways.
- 01
Chiropractor
You send them work72Trigger: somebody gets hurt
You hear about it when somebody gets hurt, before chiropractors do. Expect to give more than you get back here.
- 02
Orthopedic & Pain Management
You send them work72Trigger: somebody gets hurt
You hear about it when somebody gets hurt, before orthopedic and pain management practices do. Expect to give more than you get back here.
- 03
Physical Therapist
You send them work68Trigger: somebody gets hurt
You hear about it when somebody gets hurt, before physical therapists do. Expect to give more than you get back here.
- 04
Senior Living Placement Advisor
Two-way66Trigger: an aging parent needs a different living situation
You and senior placement advisors both get the call when an aging parent needs a different living situation, usually the same week. This one goes both ways.
- 05
Childcare & Preschool
Two-way66Trigger: a couple has a child
You and childcare centers and preschools both get the call when a couple has a child, usually the same week. This one goes both ways.
- 06
Attorney Personal Injury
You send them work66Trigger: somebody gets hurt
You hear about it when somebody gets hurt, before personal injury attorneys do. Expect to give more than you get back here.
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 estate planning council
Your partners are in this room: elder law attorneys, estate planning attorneys, and financial advisors.
Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral.
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 estate planning council
Your partners' associationYour partners are in this room: elder law attorneys, estate planning attorneys, and financial advisors.
Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral.
Chapter finder → - 02
Aging Life Care / senior care provider network
Your partners' associationYour partners are in this room: elder law attorneys, senior placement advisors, and home care agencies.
People who help older adults and their families move, get care, and sort out the house. They are there when the family decides everything at once.
Chapter finder → - 03
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 → - 04
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: financial advisors, CPAs, and home care agencies.
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 → - 05
State bar practice sections
Your partners' associationYour partners are in this room: elder law attorneys and estate planning attorneys.
Classes, standards, and lawyers who share cases. The exception is across practice areas. Estate and family lawyers refer to each other all the time.
Chapter finder → - 06
NAIFA / FPA chapter
Your partners' associationYour partners are in this room: financial advisors and life insurance agents.
Classes and carrier ties. Life, property, and investment people here do refer to each other when their licenses differ.
Chapter finder → - 07
Your local Realtor board or association
Your partners' associationYour partners are in this room: residential real estate agents and mortgage brokers.
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 → - 08
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 →
Your local estate planning council
Your partners are in this room: elder law attorneys, estate planning attorneys, and financial advisors.
Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral.
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 estate planning council
Your partners' associationYour partners are in this room: elder law attorneys, estate planning attorneys, and financial advisors.
Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral.
Chapter finder → - 02
Aging Life Care / senior care provider network
Your partners' associationYour partners are in this room: elder law attorneys, senior placement advisors, and home care agencies.
People who help older adults and their families move, get care, and sort out the house. They are there when the family decides everything at once.
Chapter finder → - 03
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 → - 04
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: financial advisors, CPAs, and home care agencies.
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 → - 05
State bar practice sections
Your partners' associationYour partners are in this room: elder law attorneys and estate planning attorneys.
Classes, standards, and lawyers who share cases. The exception is across practice areas. Estate and family lawyers refer to each other all the time.
Chapter finder → - 06
NAIFA / FPA chapter
Your partners' associationYour partners are in this room: financial advisors and life insurance agents.
Classes and carrier ties. Life, property, and investment people here do refer to each other when their licenses differ.
Chapter finder → - 07
Your local Realtor board or association
Your partners' associationYour partners are in this room: residential real estate agents and mortgage brokers.
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 → - 08
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 →
Let us be straight with you. For primary care practices, 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 primary care physician 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 primary care practices, 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: Primary Care Physician
The five people who should be sending you clients
- Attorney Elder Law (Two-way)
Shared trigger: an aging parent needs a different living situation - Attorney Estate Planning & Probate (They send you work)
Shared trigger: a couple has a child - Financial Advisor (They send you work)
Shared trigger: somebody retires - Senior Living Placement Advisor (Two-way)
Shared trigger: an aging parent needs a different living situation - CPA / Accountant (They send you work)
Shared trigger: somebody retires
The three rooms to be in
- Your local estate planning council: Your partners are in this room: elder law attorneys, estate planning attorneys, and financial advisors.
- Aging Life Care / senior care provider network: Your partners are in this room: elder law attorneys, senior placement advisors, and home care agencies.
- State CPA society: Your partners are in this room: financial advisors and CPAs.
- Your local estate planning council: Your partners are in this room: elder law attorneys, estate planning attorneys, and financial advisors.
- Aging Life Care / senior care provider network: Your partners are in this room: elder law attorneys, senior placement advisors, and home care agencies.
- State CPA society: Your partners are in this room: financial advisors and CPAs.