Cathy Cress

Expert in Aging Life and Geriatric Care Management

How Can Geriatric Care Managers Can Contract With Wealth Management Dept. of Banks ?

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 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 elder with dysfunctional families
  • Find out more about contracting with third parties and clients
      • Join me Wednesday, October 17 Pacific Time for my latest  free webinar Pacific Time 11:00 AM- ONLY TWO DAYS LEFT TO SIGN UP
        • Reach our target concierge audience
        • Design products that exactly meet their needs
        • Obtain adult children’s buy-in                                                                       
        • Use marketing that will make them choose you
        • Get the contract signed with ease
        • Create a brand that tells concierge clients they will get Four Seasons Service      
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      • 5 Steps to Sign Up the Profitable GCM Concierge Client

     

Coming to you-Town Square- San Diego 50’s Fake town that Revolutionizes Reminiscence Therapy

Last week the Wall St Journal covered the most revolutionary version of Reminiscence therapy-  Town Square. Reminiscence therapy is a treatment that uses all the senses — sight, touch, taste, smell, and sound — to help people with dementia remember events, people and places from their past lives, just as Town Square does.

I took a tour of Town Square on Friday while attending the Western Regional Aging Life Conference in San Diego and it was at the same time mind boggling, fabulously fun and a trip back to my childhood in the 50’s.

The man who discovered the beta-amyloid plaques, George Glenner funded reminiscence therapy through Adult Daycare for 3 decades. His reminiscence legacy has exploded into Town Square, this fake 50’s town built for dementia sufferers so they can spend their day where their mind is calmest in their  50’s past.

Built by the San Diego opera the town has a  kitchen refrigerator like the one in my house in the early 50’s, a barbershop with Elvis hanging on the wall , a Malt shop called Rosie’s Dinner with jukebox, just like the ones my boyfriend Steve Paul and I played while we ate greasy french fries and mooned over each other in the early 60’s. Rosie’s has now collectible formica tables, with chrome chairs but that is a sturdy replica that seniors are safe in with added chrome arms.

Town Square Rosie’s acts as act as a lunch spot for the 90 participants, spilling out into the patio.

It has a garage with a luscious, shiny black T  bird from the early fifties with gleaming chrome, my dream car when I was in Atlantic City High School.

Not only in this open for the last month but they rent it out for corporate events for fifties parties where everyone can dress up like Mad men and women in those divine 50’s dresses that I still lust for. And on top of this Town Square will franchise and its next ideation will appear in Baltimore

I came home hearing Patti Page sing Old Cape Cod , thinking of 1956 when I discovered Elvis, puberty, boys, small breasts, adolescence and wildly danced the jitterbug in Lou Molinari garage with all my friends, my life exploding. I was there again and felt glorious just like the lucky residents of Town Square.

 

 

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