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Primary Care Physician: 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 primary care practices, 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: Primary Care Physician

The five people who should be sending you clients

  1. Attorney Elder Law (Two-way)
    Shared trigger: an aging parent needs a different living situation
  2. Attorney Estate Planning & Probate (They send you work)
    Shared trigger: a couple has a child
  3. Financial Advisor (They send you work)
    Shared trigger: somebody retires
  4. Senior Living Placement Advisor (Two-way)
    Shared trigger: an aging parent needs a different living situation
  5. CPA / Accountant (They send you work)
    Shared trigger: somebody retires

The three rooms to be in

  1. Your local estate planning council: Your partners are in this room: elder law attorneys, estate planning attorneys, and financial advisors.
  2. Aging Life Care / senior care provider network: Your partners are in this room: elder law attorneys, senior placement advisors, and home care agencies.
  3. State CPA society: Your partners are in this room: financial advisors and CPAs.
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 primary care practices, 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 Attorney Elder Law Two-way Trigger: an aging parent needs a different living situation 67 match strength out of 100
  2. 2 Attorney Estate Planning & Probate They send you work Trigger: a couple has a child 65 match strength out of 100
  3. 3 Financial Advisor They send you work Trigger: somebody retires 64 match strength out of 100
  4. 4 Senior Living Placement Advisor Two-way Trigger: an aging parent needs a different living situation 63 match strength out of 100
  5. 5 CPA / Accountant They send you work Trigger: somebody retires 62 match strength out of 100
  6. 6 Home Health Care You send them work Trigger: an aging parent needs a different living situation 61 match strength out of 100
  7. 7 Insurance Life They send you work Trigger: a couple has a child 60 match strength out of 100
  8. 8 Real Estate Agent (Residential) They send you work Trigger: somebody changes jobs or gets relocated 59 match strength out of 100
  9. 9 Mortgage Broker / Loan Officer They send you work Trigger: somebody changes jobs or gets relocated 58 match strength out of 100
  10. 10 Childcare & Preschool Two-way Trigger: a couple has a child 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: elder law attorneys, estate planning attorneys, and financial advisors. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  2. 2 Aging Life Care / senior care provider network Your partners are in this room: elder law attorneys, senior placement advisors, and home care agencies. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  3. 3 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 →
  4. 4 Your city or county chamber of commerce Your partners are in this room: financial advisors, CPAs, and home care agencies. Chamber of commerce · Monthly · Under $500/yr · ~4 hrs/month Chapter finder →
  5. 5 State bar practice sections Your partners are in this room: elder law attorneys and estate planning attorneys. Your partners' association · Quarterly · Under $500/yr · ~2 hrs/month Chapter finder →
  6. 6 NAIFA / FPA chapter Your partners are in this room: financial advisors and life insurance agents. Your partners' association · Monthly · $500–$2,000/yr · ~3 hrs/month Chapter finder →
  7. 7 Your local Realtor board or association 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 →
  8. 8 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 →

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.

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 Primary Care Physician 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 primary care practices, and the next meeting dates for your area.

Send me my list