A strategy for recruiting, onboarding, and retaining financial professionals in the PCG Trusted Directory — and building a co-marketing relationship that benefits both parties.
Specialize in retirement and estate planning. Frequently work with clients navigating parent care costs, asset protection, and Medicaid planning.
High priorityHandle POA, trusts, Medicaid spend-down, and advance directives. Often the first professional a family calls — and an ideal referral partner.
High priorityManaging family assets across generations. Increasingly being asked questions about care costs by clients whose parents are aging.
High prioritySell and service LTC policies. Their clients are exactly who we serve — and they need a trusted platform to point families toward.
Medium priorityHelp families understand the tax implications of caregiving costs, medical deductions, and estate transfers. Natural referral source.
Medium priorityHelp families choose and transition into assisted living or memory care. Work at the intersection of care, finance, and family dynamics.
Medium priorityFamilies using PCG are already in the middle of the exact situation these professionals specialize in. No cold leads — just warm, motivated clients.
A PCG Verified badge signals that the professional has been reviewed and trusted by a platform families rely on. That's earned positioning, not paid advertising.
Featured professionals can co-author content, appear in our newsletter, and be highlighted in region-specific guides — all under their name and brand.
Premium listings include a dashboard showing profile views, contact requests, and referral activity — so professionals can see real ROI from their listing.
Identify and vet prospective professionals before any outreach begins. Quality over quantity at this stage sets the tone for the entire directory.
Lead with a free listing offer to build the directory. The goal is density — families won't use a directory with three names in it.
Stop reaching professionals one at a time and start reaching the groups they belong to. One partnership with a professional association can yield dozens of listings.
At this point the directory should begin growing itself. Families refer professionals. Professionals refer colleagues. The directory becomes self-sustaining.
Hi [First name],
I came across your work through [NAPFA / NAELA / LinkedIn / referral] and wanted to reach out because what you do aligns closely with something we're building.
Parental Care Guide is a platform for adult children navigating the care of aging parents — the medical decisions, the legal documents, the insurance maze, and the financial planning that most families have never had to think about before.
We're building a directory of professionals who specialize in exactly this. Not a referral marketplace — a curated, vetted list of people we'd send our own families to. We'd like to include you, at no cost, as a founding member.
In exchange, we'd love a short quote about your work with families for our launch materials — and we'll feature you in our newsletter when the platform goes live.
Would it make sense to connect for a 15-minute call this week or next?
Warmly,
[Name]
Parental Care Guide
parentalcareguide.com