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Senior Living Placement Advisor: Best Referral Sources

Who should be sending you clients, and the rooms they are already sitting in.

Your top referral sources
  1. 01 Attorney Elder Law 76
  2. 02 Home Health Care 76
  3. 03 CPA / Accountant 72
  4. 04 Attorney Estate Planning & Probate 71
  5. 05 Primary Care Physician 66
See why, and what to say to each ↓

Get the networking events worth showing up to

Tell us where you are. We will send you the best rooms for senior placement 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 senior placement advisors, who else gets a call that same week?

Senior placement advisors sell to individuals and households, and most of the work starts when an aging parent needs a different living situation. It moves fast, so being the name already in hand matters more than being the cheapest. Most clients buy once, so the flow of new names is the whole business.

What starts the work
  • Aging / care transitionwhen an aging parent needs a different living situation
  • Death / probatewhen somebody dies and an estate has to be settled
  • Injurywhen somebody gets hurt
  • Retirementwhen somebody retires
Block one

Who should be sending you clients

Ranked by what starts the job, not by who sounds close to your trade.

  1. 01

    Attorney Elder Law

    Two-way
    76

    Trigger: 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.

  2. 02

    Home Health Care

    Two-way
    76

    Trigger: an aging parent needs a different living situation

    You and home care agencies both get the call when an aging parent needs a different living situation, usually the same week. This one goes both ways.

  3. 03

    CPA / Accountant

    They send you work
    72

    Trigger: somebody dies and an estate has to be settled

    CPAs hear about it when somebody dies and an estate has to be settled, before you do. This one sends you work rather than trading it.

  4. 04

    Attorney Estate Planning & Probate

    They send you work
    71

    Trigger: an aging parent needs a different living situation

    Estate planning attorneys hear about it when an aging parent needs a different living situation, before you do. This one sends you work rather than trading it.

  5. 05

    Primary Care Physician

    Two-way
    66

    Trigger: an aging parent needs a different living situation

    You and primary care practices both get the call when an aging parent needs a different living situation, usually the same week. This one goes both ways.

  6. 06

    Financial Advisor

    They send you work
    62

    Trigger: somebody dies and an estate has to be settled

    Financial advisors hear about it when somebody dies and an estate has to be settled, before you do. This one sends you work rather than trading it.

  7. 07

    Real Estate Agent (Residential)

    Two-way
    57

    Trigger: somebody dies and an estate has to be settled

    You and residential real estate agents both get the call when somebody dies and an estate has to be settled, usually the same week. This one goes both ways.

  8. 08

    Chiropractor

    They send you work
    56

    Trigger: somebody gets hurt

    Chiropractors hear about it when somebody gets hurt, before you do. This one sends you work rather than trading it.

  9. 09

    Physical Therapist

    You send them work
    53

    Trigger: an aging parent needs a different living situation

    You hear about it when an aging parent needs a different living situation, before physical therapists do. Expect to give more than you get back here.

  10. 10

    Mental Health Therapist

    You send them work
    52

    Trigger: somebody dies and an estate has to be settled

    You hear about it when somebody dies and an estate has to be settled, before therapists and counselors do. Expect to give more than you get back here.

Block two

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.

Start here

Your local estate planning council

Your partners are in this room: elder law attorneys, CPAs, and estate planning attorneys.

Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral.

Your partners' association Monthly Under $500/yr ~3 hrs/month
Find your local chapter →

Give someone nine choices and they pick none. If you do one thing from this page, do this.

  1. 01

    Your local estate planning council

    Your partners' association

    Your partners are in this room: elder law attorneys, CPAs, and estate planning attorneys.

    Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral.

    Monthly Under $500/yr ~3 hrs/month
    Chapter finder →
  2. 02

    Your city or county chamber of commerce

    Chamber of commerce

    Your partners are in this room: home care agencies, CPAs, and primary care practices.

    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.

    Monthly Under $500/yr ~4 hrs/month
    Chapter finder →
  3. 03

    State CPA society

    Your partners' association

    Your partners are in this room: CPAs and financial advisors.

    A CPA is the person most business owners trust most. Sponsors can go to chapter meetings and classes.

    Monthly Under $500/yr ~3 hrs/month
    Chapter finder →
  4. 04

    Your county medical society

    Your partners' association

    Your partners are in this room: primary care practices and physical therapists.

    Doctors in one room, and almost nobody there is selling to them. You can usually go as a sponsor.

    Monthly Under $500/yr ~3 hrs/month
    Chapter finder →
  5. 05

    State bar practice sections

    Your partners' association

    Your 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.

    Quarterly Under $500/yr ~2 hrs/month
    Chapter finder →
  6. 06

    State chiropractic association

    Your partners' association

    Your partners are in this room: chiropractors and physical therapists.

    Chiropractors see crash victims within days. If your work starts after an injury, this is the busiest room there is, and almost nobody in it is a lawyer.

    Quarterly Under $500/yr ~2 hrs/month
    Chapter finder →
  7. 07

    Rotary International

    Community & service organization

    No referral mechanics at all, which is why the trust runs deep. Business follows in year two, not month two.

    Weekly, service first, and openly not a referral group, which is why the trust runs so deep. Work comes after a year, not a month. Members skew older and settled.

    Weekly Under $500/yr ~6 hrs/month
    Chapter finder →
  8. 08

    Vistage

    Paid peer group

    Your partners are in this room: CPAs and financial advisors.

    Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.

    Monthly $2,000+/yr ~8 hrs/month
    Chapter finder →
The competitor trap

Aging Life Care / senior care provider network

Most senior placement advisors join this room first. It is also the one most likely to be the wrong pick. 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. Everyone in it does what you do. Join it for the training, the licences, and the ties to manufacturers. Do not join it for referrals, and do not join it instead of the rooms above.

Aging Life Care / senior care provider network →

Let us be straight with you. For senior placement 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.

Block three

Is your seat open?

Prime Time takes one senior living placement advisor 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.

Get the dates

Have 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 senior placement 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.

Take this with you

Your one-page action plan

Five partners, five things to say, three rooms. Print it and keep it in the car.

Networking plan: Senior Living Placement Advisor

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. Home Health Care (Two-way)
    Shared trigger: an aging parent needs a different living situation
  3. CPA / Accountant (They send you work)
    Shared trigger: somebody dies and an estate has to be settled
  4. Attorney Estate Planning & Probate (They send you work)
    Shared trigger: an aging parent needs a different living situation
  5. Primary Care Physician (Two-way)
    Shared trigger: an aging parent needs a different living situation

The three rooms to be in

  1. Your local estate planning council: Your partners are in this room: elder law attorneys, CPAs, and estate planning attorneys.
  2. Your city or county chamber of commerce: Your partners are in this room: home care agencies, CPAs, and primary care practices.
  3. State CPA society: Your partners are in this room: CPAs and financial advisors.

Don't confuse this with networking: Aging Life Care / senior care provider network. Learning and supplier access, not referrals.