← All categories

Travel Agent: 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 travel advisors, the next meeting dates, and who to ask for when you walk in.

Your top referral sources
  1. Financial Advisor
  2. Attorney Estate Planning & Probate
  3. Attorney Elder Law
  4. Medical Spa / Aesthetics
  5. CPA / Accountant
See the full answer ↓
Start here

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: Travel Agent

The five people who should be sending you clients

  1. Financial Advisor (They send you work)
    Shared trigger: somebody retires
  2. Attorney Estate Planning & Probate (They send you work)
    Shared trigger: somebody retires
  3. Attorney Elder Law (They send you work)
    Shared trigger: somebody retires
  4. Medical Spa / Aesthetics (Two-way)
    Shared trigger: a family plans a wedding or milestone event
  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: financial advisors, estate planning attorneys, and elder law attorneys.
  2. State CPA society: Your partners are in this room: financial advisors and CPAs.
  3. Your city or county chamber of commerce: Your partners are in this room: financial advisors, med spas, and CPAs.
Or have it emailed to you ↑
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 travel advisors, 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 Financial Advisor They send you work Trigger: somebody retires 71 match strength out of 100
  2. 2 Attorney Estate Planning & Probate They send you work Trigger: somebody retires 69 match strength out of 100
  3. 3 Attorney Elder Law They send you work Trigger: somebody retires 68 match strength out of 100
  4. 4 Medical Spa / Aesthetics Two-way Trigger: a family plans a wedding or milestone event 67 match strength out of 100
  5. 5 CPA / Accountant They send you work Trigger: somebody retires 65 match strength out of 100
  6. 6 Insurance Health & Benefits They send you work Trigger: somebody retires 64 match strength out of 100
  7. 7 Personal Trainer / Fitness Studio Two-way Trigger: a family plans a wedding or milestone event 63 match strength out of 100
  8. 8 Primary Care Physician Two-way Trigger: somebody retires 61 match strength out of 100
  9. 9 Real Estate Agent (Residential) They send you work Trigger: somebody retires 60 match strength out of 100
  10. 10 Apparel & Custom Clothing They send you work Trigger: a family plans a wedding or milestone event 60 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: financial advisors, estate planning attorneys, and elder law attorneys. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  2. 2 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 →
  3. 3 Your city or county chamber of commerce Your partners are in this room: financial advisors, med spas, and CPAs. Chamber of commerce · Monthly · Under $500/yr · ~4 hrs/month Chapter finder →
  4. 4 State bar practice sections Your partners are in this room: estate planning attorneys and elder law attorneys. Your partners' association · Quarterly · Under $500/yr · ~2 hrs/month Chapter finder →
  5. 5 LinkedIn groups & local B2B communities Your partners are in this room: med spas, CPAs, and health and benefits brokers. Online community · Always on · Free · ~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 travel 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 ↑

Your seat

Is your seat open?

Prime Time takes one Travel Agent 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 travel advisors, and the next meeting dates for your area.

Send me my list