100 most important people

When a Advisor begins the process of becoming a Life Advisor, the first step is to develop a careful plan to begin developing the network of outstanding people that can solve your client’s problems in times of need. You need to get to know these people by telling them that you have an outstanding clientele that may from time to time need their services. You want to get to know them so when you get a call from a client in need you can be able to make the correct referral.

Obviously, getting to know these people will build a network of experts that are likely to need your services in financial and planning matters.

You should get to know these people and develop a method that requires little work but will keep you in contact with these people. The best methods are to from time to time send them articles that pertain to their interest or to issues related to you being able to refer the right people to them.

It will take some time to build this list of referral sources. We suggest making a list that prioritizes what you believe your clients most likely needs will be and to then make a schedule to get to know at least 17 of these referral opportunities each year. Attached is a long list of some of the people you will eventually want to have on your referral list.

How do you become a Life Advisor? You start by researching and contacting the one hundred most important professionals in your geographic area, and the areas where your clients live. These experts should work in a number of disciplines and industries, including:

Adoption Services
Air Ambulance Service
Air Courier Service
Alzheimer’s Care Services
Animal Training
Antique Carpet repair and cleaning

  • Business
  • Fine arts and jewelry
  • Real Estate

Art Dealers
Artist Agents
Assisted Living & Elder Long Term Care Services

  • Bankruptcy
  • Business
  • Defense
  • Divorce (2)
  • Juvenile Criminal Defense
  • Liability
  • Immigration & Naturalization
  • Malpractice
  • Personal injury
  • Probate and Estate
  • Real Estate (residential, commercial, title Insurance)
  • Tax

Audio-Visual Consultant

  • Dealers
  • Leasing
  • Repair

Bail bonding
Blood Services

  • Contractor
  • Engineer
  • Inspectors
  • Maintenance
  • Mold inspection and removal
  • Restoration and preservation

Business Broker
Corporate – Gifts

  • Programming
  • Data recovery
  • Installation
  • Training
  • Security
  • Web-Site design

Counseling services

  • Adult Psychology
  • Child Psychology
  • College admission and scholarship
  • Personal and family
  • Debt
  • Divorce
  • Domestic Violence
  • Eating disorders
  • Substance abuse and addiction
  • Suicide prevention
  • Weight control

Courier service
Day care centers

  • Child
  • Adult and Senior


  • College selection and entrance consulting
  • Private schools
  • Religious schools
  • Scholarship and financial aid

Emergency preparedness
Employment and temporary services
Executive recruiting consultants
Funeral Directors
Funeral Plans-prearranged
Gifts – Corporate
Government Contract Consultant
Home services

  • Cleaning service
  • Electrician
  • Gardner
  • Handyman
  • Home inspection services
  • Interior Design
  • Landscape architects
  • Landscape contractors
  • Painter
  • Plumber
  • Window Cleaning
  • Remodeling
  • Solar energy equipment & systems


  • Life
  • Health
  • Casualty


  • Appraiser
  • Geologists
  • Wholesaler


  • Acupuncture
  • Chiropractic
  • Cosmetic Surgery
  • Cardiovascular surgery
  • Dermatology
  • Dentist
  • Healthcare management
  • Internal medicine
  • Neurology
  • Occupational Therapists
  • Oncology
  • Ophthalmology
  • Optometrists
  • Orthopedic medicine
  • Pediatric medicine
  • Physical Therapists
  • Psychology (Adult, Child)
  • Psychiatrists
  • Sports medicine
  • Radiology
  • Urology

Messenger service
Notary Public
Party Planning

  • Hair care
  • Personal trainer
  • Clothing designer/tailor
  • Massage therapists
  • Pet sitting – feeding & exercise
  • Public speaking trainer
  • Ski instruction
  • Tennis instruction
  • Personal defense
  • Shopping service

Political consultant
Property management
Ticket agent
Travel agent
Veterinarian & emergency services
Wedding planner

In addition, you should know:

Presidents of local banks
Presidents of local universities
Council members
Leading guidance counselors
Leading merchants
District Attorneys
The Chief of Police
The Chief of the Fire Department
Leading clergymen
Leading private investigators
Leading security companies
Leading union leaders

You should also know the chairpersons or executive directors of the local affiliates of major charitable and social organizations, such as:

American Red Cross
American Heart Association
American Cancer Society
Chamber of Commerce
Community Foundation
Environmental Groups
March of Dimes
National Multiple Sclerosis Society
Alcoholics Anonymous/Narcotics Anonymous
Child and spousal abuse agencies
United Cerebral Palsy
United Way
Youth Organizations