Clear Path Coaching

Coaching•By Valerie Lynn Borgman

Launch Your Referral & Placement Business

Everything you need to start a career in senior referral & placement Wondering if this work is right for you? In this foundational course, you’ll get a clear and honest look at what it means to help families navigate senior living—and how to build a business around it. We’ll cover: ✅ What a referral & placement advisor actually does 💸 How the industry works—and how you get paid 🏡 The cost of care and what families can expect 📄 Legal & business basics (like LLCs, contracts, and liability) 🗣️ The glossary of senior living terms to help you sound like a pro ❤️ How to decide if this path is the right fit for you If you’ve got a heart for helping others and want to turn that into a meaningful career, this is your place to start. Let’s walk this path together.

Course•By Valerie Lynn Borgman

What is Senior Referral & Placement and Is it Right for You?

Wondering if this work is right for you? You’re in the right place. This short, free course is designed to help you explore what it’s really like to work as a senior living referral and placement advisor. You’ll hear directly from someone who’s walked the path through our Clear Path Agent Training and get access to our “Is This Right for You?” checklist to help guide your decision. Whether you’re brand new to the industry or just curious about what it takes to support families in this way, this is a great place to start. If you find yourself saying “Yes! This sounds like me,” we’ve got two deeper options to take the next step: Our Clear Path Agent Training – perfect if you want to learn how to do this work with confidence and integrity Our Business Kit – designed for those ready to launch or grow a referral & placement business with structure and support But for now - let’s just explore. I’m so glad you’re here.

Course•By Valerie Lynn Borgman