Aging Family Archives ⋆ Cathy Cress

Why Do Care Manager’s in Business need a Rolladex on Speed ?

August 14, 2018

If you are an aging life or geriatric care manager- you need three databases. The second is a contact database or Customer Relationship Management database CRM. Think of them as your old Rolodex on speed.

Any aging life or geriatric care management business has to start out with a foundation of great customer relationships. Get the CRM database before you open your doors and fill it up with referral sources to your customers- mainly- elder law attorneys, trust officers, concierge physicians and all target professionals who refer families to you who need GCM.

You, the aging life or geriatric care management seller, must connect with aging families who need your product .The best way is through your CRM database and these key referral contacts.

As your company expands these Aging Life or GCM business connections grow more sophisticated. You start to manage a myriad of connections, across time, within each referral contact you do business with. Instead of using excel spreadsheets with marketing targets, with a CRM, you can send a form elder law letter to all elder law contacts individually addressed. You can use the CRM to track all calls, newsletters sent emails, or marketing visits to a concierge physician to track the ” touches” you made in marketing to that third party.It will do mass mailings even newsletters.

You can add all of your continuum of care or all contacts in the community that help you weave a care plan- physicians, elder mediators, CCRC and all housing, MFT who specialize in aging- all the contacts that you use as your individual prescription or care plan.

Learn 5 critical success steps to start and run a profitable, GCM business, including marketing must haves, from Cathy Cress MSW, the author of the Handbook of Geriatric Care Management now in its 4^th edition. Sign Up Now
Sign up for this limited enrollment webinar that will teach you to sidestep the 8 out of 10 entrepreneurs who start businesses and fail within the first 18 months. See you there.
Cathy Cress MSW
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Surprise- Retired Teachers, Truck Drivers, Subway Drivers Can be Concierge Clients Too

August 3, 2018

You will get calls from adult children of Concierge seniors over the holidays. These are the seniors who can afford long-term geriatric care management and home care

You may be surprised that this upper 10% of the populations include teachers and subway workers.

Well-heeled seniors, according to the New York Times, may be middle-class retirees who buy shoes from Payless but have a defined pension can afford care at home when they need it and private care management.

They rode the post-war economy, held jobs long term and through that defined pension (no 401K) face a very healthy financial picture in aging. They worked for city, county, state government are teachers, truck drivers, social workers or were union members in all trades. They had a career at Xerox, IBM, Campbell Soup and big Fortune 500 companies.

These middle-class concierge clients and their adult children calling over the holidays when they visit Mom and Dad and find care problems – will really shop around. They want the best service and seamless points of the compass that an aging life or geriatric care manager can give each client. These retirees lived on small salaries. Teachers who graduated in 1967 made $5000 a year. So they lived a working life of cautious shopping and tight family budgets. Now in retirement, they can sail down the Danube with their generous defined pensions and afford home care and long-term geriatric care management when they need it or their adult kids who visit over the holiday know Mom and Dad need help.

Learn 5 critical success steps to start and run a profitable, GCM business, including marketing to Concierge clients, from Cathy Cress, the author of the Handbook of Geriatric Care Management now in its 4^th edition. Sign Up Now

Sign up for this limited enrollment webinar that will teach you to sidestep the 8 out of 10 entrepreneurs who start businesses and fail within the first 18 months.

See you there.

Cathy Cress MSW

Do You Partner With Wealth Managers To Reach Care Management Concierge Clients?

July 30, 2018

Wealth management banks are increasingly using geriatric care managers to serve their clients.

Bank of America’s U.S. Trust and Merrill Lynch, Wells Fargo Private Bank, Morgan Stanley, and Northern Trust and some of these trust departments turned wealth managers that use or partner with care managers. They serve Concierge clients with assets over and above a million dollars and want to work with geriatric care managers to lighten their own load. A care manager can handle the health care and psychosocial while their handle their area of expertise, financial management of a client’s assets.

When you market to wealth managers, you have to show them the benefits of using a geriatric care manager.

Show them the BENEFIT of your GCM Service to the wealth manager including you as a geriatric care manager will:

Do In-depth assessment initial of aging clients health and psychosocial status
Assess the client’s level of competency to make financial decisions.
Collaborate to create a long-term care plan for clients who wish to stay at home and TO needs to plan accordingly for the cost of care.
Collaborate to create a long-term care plan for clients who wish to move or need to move to a higher level of care
access community resources for their parent’s care.
Monitor the status of an older client and report back to the family and financial
Advise when a higher level of care is needed
Monitor weekly so problems not become a crisis and are solved preventatively
Organize community resources for clients so have the highest quality of healthcare and quality of life
Make clients feel engaged with a health and social services concierge who will help the trust offer guide them to the BEST care.

Make sure the wealth manager knows a professional geriatric care manager is:
visiting/monitoring
Advocating for the clients
sending a monthly report on client’s health/social situation
Emailing reports and updates on client
delivering prevention rather than crisis management
Managing clients with mental health problems
Managing adult siblings who disrupt older clients care through sibling fights
Managing dysfunctional families
Facilitating family meetings to come to an agreement about care for an elder with dysfunctional families

For help in setting up a Concierge Care Management Service and Marketing to clients that will refer to you sign up for my 1 hour

Want to make serve concierge clients and families that will make your a business profitable? Join me for my free webinar, “Start and Run a Profitable Geriatric Care Business” on August 22. Learn how to transform your GCM entrepreneurial dream into a money-making business with 5 profit driven steps including serving concierge clients

Learn these 5 Critical Steps to Financial success including how to:

- Identify VIP and Concierge Clients and, What They Want from a GCM\
- Develop Products for VIP Concierge Clients,

from Cathy Cress, MSW, author of the book known as the bible of geriatric care management. Learn how to transform your GCM entrepreneurial idea into a profitable reality before you even open your doors.

Sign Up For My Free Webinar

Should You Change Your Care Management Mission to Say You Want To Make Money?

July 24, 2018

Geriatric care managers must change their mindset and mission to bill 85% of their client time. Your mission must suggest that you are 100% clear you want to make money. It must appeal to the top 10% of the eldercare population seeking help for a senior. You use marketing and copywriting skills. A mission can be your tagline” Understanding Concierge Care Needs: Delivering Gold Standard Solutions”.

Your geriatric care management business plan starts with your mission statement, which should state the core of your business in a few sentences. The mission statement should reflect the goals and values of your organization including making money. It should be short, focused, perhaps only 20 words, written in the present tense, in positive terms, and without qualifiers.

As the beginning of your business plan, your mission adds a key part to a document that will allow you to plan your business and get investors or business start-up loans funded by banks.

These entities will know you plan to make enough profit to pay them back through your mission and financial projections. Your mission tells the upscale protentional clients you market to that they can expect the exclusive service they seek that is by nature expensive.

Want to make serve the GCM market that will make you a profitable business? Join me for my free webinar, “Start and Run a Profitable Geriatric Care Business” on August 22. Learn how to transform your GCM entrepreneurial dream into a money-making business with 5

profit driven steps

Learn these 5 Critical Steps to Financial success, including crafting your mission, from Cathy Cress, MSW, author of the book known as the bible of geriatric care management. Learn how to transform your GCM entrepreneurial idea into a profitable reality before you even open your doors.

Sign Up For My Free Webinar

Watch my YouTube below to learn how to craft a winning mission or tagline.

Aging Life or Care Management Intakes- Do You Know How to Make the Sale?

July 23, 2018

Do you make this fatal and costly mistake with a client inquiry? When you get a request for information, over the phone, do you drive to the client’s home to do the intake- without first getting a deposit and contract first ? How does this break your bank balance?

Aging Life care manager Sally Sunshine received an inquiry call and drove an hour to see the client. After spending two hours explaining her services, doing a geriatric assessment then asking for a deposit and signed contract the older gentleman said he could not afford her services and would not sign the contract at that time. The Aging Life care manager came up empty-handed.

How do you avoid traveling two hours, spending 3 or more hours with a client and not getting the case or making the sale?

You do the inquiry over the phone with a complimentary consultation, and then make the sale and ask for the contract and the deposit. You do not drive to the client’s home without first getting a signed contract deposit – first.

Here’s how

You do a two-call intake. The first inquiry call to your agency taken by a highly experienced staff in your office. That person must clearly understand the client problem, prompting the call to your agency and crucially finding out how it impacts both the client and the care providers.

They then offer an appointment to do a complimentary consultation for 30 minutes scheduled within 24 hours, made for the agency director.

What To Do in the Complementary Consultation

Do briefly outline how you are an expert at solving the problems (moving, keeping at home, Alzheimer’s wandering)
Do a mini care plan showing exactly how you would solve the client ‘sand care providers problem outlined in the first inquiry call
Do make the sale by asking the client if they are ready to move forward with a contract and deposit
If they say yes send out a contract through Adobe and get a deposit through Pay Pal.

Want to make serve the GCM market that will make you a profitable business? Join me for my free webinar, “Start and Run a Profitable Geriatric Care Business” on August 22. Learn how to transform your GCM entrepreneurial dream into a money-making business with 5 profit driven steps

Learn these 5 Critical Steps to Financial success from Cathy Cress, MSW, author of the book known as the bible of geriatric care management. Learn how to transform your GCM entrepreneurial idea into a profitable reality before you even open your doors.

Do You Partner With Wealth Managers To Reach Care Management Concierge Clients?

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