← All categories

Travel Agent: Best Referral Sources

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

Your top referral sources
  1. 01 Financial Advisor 71
  2. 02 Attorney Estate Planning & Probate 69
  3. 03 Attorney Elder Law 68
  4. 04 Medical Spa / Aesthetics 67
  5. 05 CPA / Accountant 65
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 travel 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 travel advisors, who else gets a call that same week?

Travel advisors sell to both individuals and businesses, and most of the work starts when a family plans a wedding or milestone event. It is planned well ahead, so the introduction has to happen early. Clients come back, which makes one good introduction worth years.

What starts the work
  • Wedding or major eventwhen a family plans a wedding or milestone event
  • Retirementwhen somebody retires
  • Sale of a businesswhen an owner sells the company
  • Job changewhen somebody changes jobs or gets relocated
Block one

Who should be sending you clients

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

  1. 01

    Financial Advisor

    They send you work
    71

    Trigger: somebody retires

    Financial advisors hear about it when somebody retires, before you do. This one sends you work rather than trading it.

  2. 02

    Attorney Estate Planning & Probate

    They send you work
    69

    Trigger: somebody retires

    Estate planning attorneys hear about it when somebody retires, before you do. This one sends you work rather than trading it.

  3. 03

    Attorney Elder Law

    They send you work
    68

    Trigger: somebody retires

    Elder law attorneys hear about it when somebody retires, before you do. This one sends you work rather than trading it.

  4. 04

    Medical Spa / Aesthetics

    Two-way
    67

    Trigger: a family plans a wedding or milestone event

    You and med spas both get the call when a family plans a wedding or milestone event, usually the same week. This one goes both ways.

  5. 05

    CPA / Accountant

    They send you work
    65

    Trigger: somebody retires

    CPAs hear about it when somebody retires, before you do. This one sends you work rather than trading it.

  6. 06

    Insurance Health & Benefits

    They send you work
    64

    Trigger: somebody retires

    Health and benefits brokers hear about it when somebody retires, before you do. This one sends you work rather than trading it.

  7. 07

    Personal Trainer / Fitness Studio

    Two-way
    63

    Trigger: a family plans a wedding or milestone event

    You and trainers and fitness studios both get the call when a family plans a wedding or milestone event, usually the same week. This one goes both ways.

  8. 08

    Primary Care Physician

    Two-way
    61

    Trigger: somebody retires

    You and primary care practices both get the call when somebody retires, usually the same week. This one goes both ways.

  9. 09

    Real Estate Agent (Residential)

    They send you work
    60

    Trigger: somebody retires

    Residential real estate agents hear about it when somebody retires, before you do. This one sends you work rather than trading it.

  10. 10

    Apparel & Custom Clothing

    They send you work
    60

    Trigger: a family plans a wedding or milestone event

    Apparel and clothing companies hear about it when a family plans a wedding or milestone event, before you do. This one sends you work rather than trading it.

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: financial advisors, estate planning attorneys, and elder law 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: financial advisors, estate planning attorneys, and elder law 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

    State CPA society

    Your partners' association

    Your 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.

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

    Your city or county chamber of commerce

    Chamber of commerce

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

    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 →
  4. 04

    State bar practice sections

    Your partners' association

    Your partners are in this room: estate planning attorneys and elder law 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 →
  5. 05

    LinkedIn groups & local B2B communities

    Online community

    Your partners are in this room: med spas, CPAs, and health and benefits brokers.

    Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.

    Always on Free ~3 hrs/month
    Chapter finder →
  6. 06

    BNI

    Structured referral group

    One 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.

    Weekly $500–$2,000/yr ~8 hrs/month One seat per category
    Chapter finder →
  7. 07

    LeTip International

    Structured referral group

    One seat per category, so your competitors are excluded by rule and the seats around you are the partners above.

    Weekly referral chapters. One person per job. Strong with trades and home services.

    Weekly $500–$2,000/yr ~7 hrs/month One seat per category
    Chapter finder →
  8. 08

    Network In Action

    Structured referral group

    One seat per category, so your competitors are excluded by rule and the seats around you are the partners above.

    Referral groups that meet once a month. Good if you cannot give up a morning every week.

    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.

Block three

Is your seat open?

Prime Time takes one travel agent 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 travel 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: 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.