Senior Living Placement Advisor: 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.
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: Senior Living Placement Advisor
The five people who should be sending you clients
- Attorney Elder Law (Two-way)
Shared trigger: an aging parent needs a different living situation - Home Health Care (Two-way)
Shared trigger: an aging parent needs a different living situation - CPA / Accountant (They send you work)
Shared trigger: somebody dies and an estate has to be settled - Attorney Estate Planning & Probate (They send you work)
Shared trigger: an aging parent needs a different living situation - Primary Care Physician (Two-way)
Shared trigger: an aging parent needs a different living situation
The three rooms to be in
- Your local estate planning council: Your partners are in this room: elder law attorneys, CPAs, and estate planning attorneys.
- Your city or county chamber of commerce: Your partners are in this room: home care agencies, CPAs, and primary care practices.
- State CPA society: Your partners are in this room: CPAs and financial advisors.
- Your local estate planning council: Your partners are in this room: elder law attorneys, CPAs, and estate planning attorneys.
- Your city or county chamber of commerce: Your partners are in this room: home care agencies, CPAs, and primary care practices.
- 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.
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. When something happens that makes people need senior placement advisors, who else gets a call that same week?
The same list, turned around. Give first and the rest follows.
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 Attorney Elder Law Two-way Trigger: an aging parent needs a different living situation 76 match strength out of 100
- 2 Home Health Care Two-way Trigger: an aging parent needs a different living situation 76 match strength out of 100
- 3 CPA / Accountant They send you work Trigger: somebody dies and an estate has to be settled 72 match strength out of 100
- 4 Attorney Estate Planning & Probate They send you work Trigger: an aging parent needs a different living situation 71 match strength out of 100
- 5 Primary Care Physician Two-way Trigger: an aging parent needs a different living situation 66 match strength out of 100
- 6 Financial Advisor They send you work Trigger: somebody dies and an estate has to be settled 62 match strength out of 100
- 7 Real Estate Agent (Residential) Two-way Trigger: somebody dies and an estate has to be settled 57 match strength out of 100
- 8 Chiropractor They send you work Trigger: somebody gets hurt 56 match strength out of 100
- 9 Physical Therapist You send them work Trigger: an aging parent needs a different living situation 53 match strength out of 100
- 10 Mental Health Therapist You send them work Trigger: somebody dies and an estate has to be settled 52 match strength out of 100
- 1 Home Health Care Two-way Trigger: an aging parent needs a different living situation 75 match strength out of 100
- 2 Attorney Elder Law Two-way Trigger: an aging parent needs a different living situation 72 match strength out of 100
- 3 Attorney Estate Planning & Probate They send you work Trigger: an aging parent needs a different living situation 65 match strength out of 100
- 4 Primary Care Physician Two-way Trigger: an aging parent needs a different living situation 63 match strength out of 100
- 5 Moving Company You send them work Trigger: an aging parent needs a different living situation 57 match strength out of 100
- 6 Junk Removal & Hauling You send them work Trigger: an aging parent needs a different living situation 55 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 ↑
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 Your local estate planning council Your pick Your partners are in this room: elder law attorneys, CPAs, and estate planning attorneys. Chapter finder →
- 2 Your city or county chamber of commerce Your partners are in this room: home care agencies, CPAs, and primary care practices. Chapter finder →
- 3 State CPA society Your partners are in this room: CPAs and financial advisors. Chapter finder →
- 4 Your county medical society Your partners are in this room: primary care practices and physical therapists. Chapter finder →
- 5 State bar practice sections Your partners are in this room: elder law attorneys and estate planning attorneys. Chapter finder →
- 6 State chiropractic association Your partners are in this room: chiropractors and physical therapists. Chapter finder →
- 7 Rotary International No referral mechanics at all, which is why the trust runs deep. Business follows in year two, not month two. Chapter finder →
- 8 Vistage Your partners are in this room: CPAs and financial advisors. Chapter finder →
- 1 Your local estate planning council Your pick Your partners are in this room: elder law attorneys, CPAs, and estate planning attorneys. Chapter finder →
- 2 Your city or county chamber of commerce Your partners are in this room: home care agencies, CPAs, and primary care practices. Chapter finder →
- 3 State CPA society Your partners are in this room: CPAs and financial advisors. Chapter finder →
- 4 Your county medical society Your partners are in this room: primary care practices and physical therapists. Chapter finder →
- 5 State bar practice sections Your partners are in this room: elder law attorneys and estate planning attorneys. Chapter finder →
- 6 State chiropractic association Your partners are in this room: chiropractors and physical therapists. Chapter finder →
- 7 Rotary International No referral mechanics at all, which is why the trust runs deep. Business follows in year two, not month two. Chapter finder →
- 8 Vistage Your partners are in this room: CPAs and financial advisors. Chapter finder →
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. Everyone in it does what you do. Join it for the training, the licenses, and the ties to manufacturers. Do not join it for referrals, and do not join it instead of the rooms above.
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.
These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑
Is your seat open?
Prime Time takes one Senior Living Placement Advisor 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 ↑
Prime Time doesn't operate where you are yet.
We have chapters across 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 roomsWant this as a list you can act on?
Send it to yourself: the partners above, the rooms ranked for senior placement advisors, and the next meeting dates for your area.
Send me my list