Aging Life Care Archives ⋆ Page 2 of 29 ⋆ Cathy Cress

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

January 29, 2019

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.T he 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 helps 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.

You use the CRM marketing database to track marketing appointments customers etc, but what do you do when you show up at the marketing appointment. Do you know how to market to third parties like attorneys, concierge physicians, wealth managers etc,

Join me in my new FREE Webinar
Learn to Sell Benefits not Features to Third Parties to Grow Your Care Management Bottom Line

When: March 6, 2019
2PM-3PM PST
Learn

What problems are you solving for 3rd parties so they will refer to you.

What is a benefit vs features and how to find benefits for each 3rd party you market to?

What specific problems you solve for wealth managers, elderlaw attorneys, and concierge physicians

What specific problems to solve for upscale Assisted Living, accountants, financial planners, MD’s

Step by Step how to set up meetings with 3rd parties to make the

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Start-Up Geraitric Care Management Marketing and PR Checklist

January 28, 2019

If you are going to start an ALCA or Geriatric Care management business, you must do what most care manager ( usually social workers and nurses have never done – do marketing and public relations. Here is a helpful start – a beginning of PR Marketing Checklist.

This list was created by legendary former GCM Merrily Orsini, who created the model for Senior Bridge, now Humana, from her own ultra-successful Geriatric Care Management business in Louisville. She authored the chapter, Marketing Geriatric Care Management, inHandbook of Geriatric Care Management Fourth Edition. Orsini now owns Corecubed a Marketing Agency for Senior Marketing Merrily Orsini for more information.

Start-Up Geriatric Care Management PR/ Marketing Checklist

Rear view of a businesswoman looking at large business planning sketch on a chalkboard.

1. Brand Identity- including logo design and collateral material design

Services needed to complete

Research competition, develop key differentiating features, develop brand-positioning statement, and develop business names, graphic design for the logo. , colors for business communication Consider consulting a branding firm.

2. Business Identity –

Get coordinated business card envelopes, note cards, and folders

Services needed to complete

Graphic design, printing, and delivery

3. Products sheets or Sell sheets, Brochures

Services needed to complete- Copywriting, graphic design, printing, and delivery

4. Identified and Defined Prospects-Third Parties- including a prospect profile

Services needed to complete- Identify prospects-Third Parties. Research develop prospect profiles, mailing lists, key factors in specific communication messages per target audience. Add to marketing excel sheets.

Want to know more?

Join me in my new FREE Webinar
Learn to Sell Benefits not Features to Third Parties to Grow Your Care Management Bottom Line

When: MARCH 6, 2019
2PM-3PM PST
Learn

What problems are you solving for 3rd parties so they will refer to you.

What is a benefit vs features and how to find benefits for each 3rd party you market to?

What specific problems you solve for wealth managers, elderlaw attorneys, and concierge physicians

What specific problems to solve for upscale Assisted Living, accountants, financial planners, MD’s

Step by Step how to set up meetings with 3rd parties to make the

•Sign -Up –

If you really want to run a GCM business that makes money by targeting concierge clients then you don’t want to miss this free training.

-How Do the Benefits You Offer Get Third Parties To Refer to a Care Manager? ?

January 26, 2019

Why would third parties like trust officers, elder law attorneys, conservators or guardians refer a care manager to their aging client and family? If you have an Aging Life or GCM business you need to know. The Journal of Aging Life Care in its March 2017 issue gives care managers some critical clues to solve this question.

Why do you need to know this? First, you need to create a practice that meets the needs of your clients and major referral sources. Many clients- usually adult children, call you to start services on their own. But a good majority of clients will call you because their attorney, bank trust officers, CPA referred them. These third parties need to know what benefits you offer them and their clients if they are to make referrals to your agency. On the feeding chain of referrals, they are one of your most important sources to feed income into your business. You have to deliver what they need to make money.

The Florida Chapter of Aging Life invested in a 7-year research project to get some of these answers, published in the Aging Life Journal. in March 2017. This is the first research study on Aging Life Care that pinpoints what third parties who refer clients want and value in a care manager. It is groundbreaking.

Reading this tells the care manager, not only what benefits to include in their services but in their marketing material, and sales pitch or elevator pitch to the third party. The study tells you what 3rd parties are looking for in a senior advocate for their in a very clear table. They found the number one reason third-party clients use care managers is they assess and monitor their clients and update the third parties on a regular basis. This is a key benefit you can use when you market to third parties, like wealth managers, elder law attorneys, or guardians. Get a copy of this important Journal if you belong to ALCA or join, as this type of information is one of the many many benefits of the Aging Life Care Association by joining.

Join me in my new FREE Webinar
Learn to Sell Benefits not Features to Third Parties to Grow Your Care Management Bottom Line

When: MARCH 6, 2019
2PM-3PM PST
Learn

What problems are you solving for 3rd parties so they will refer to you.

What is a benefit vs a features and how to find benefits for each 3rd party you market to?

What specific problems you solve for wealth managers, elderlaw attorneys, and concierge physicians

What specific problems to solve for upscale Assisted Living, accountants, financial planners, MD’s

Step by Step how to set up meetings with 3rd parties to make the

•SIGN UP –

How To Get Free PR Through a GCM ALCA Speakers Bureau

January 21, 2019

How do to get speaking opportunities for your speaker’s bureau?

Getting Speaking Gigs For Your Speaker’s Bureau

How do to get speaking opportunities for your speaker’s bureau?
Use your CRM database ( make sure you have one). Add all women’s and services clubs like Rotary who all look for good speakers. Include the main contact which is usually the club president or program coordinator. These can be found on the web or through people you know.

CRM concept on white background, Customer Relationship Management

Address the letter to the president of the club or the program coordinator.Write a template letter and add to your CRM database. The letter should start with a brief description of your agency then should cover the topic you want to speak on. Following that describe the speaker’s background and end with the ask, can you speak to the club.

Usually, they book way ahead so expect your speech to be by scheduled during the year.

Free Radio Time

You can extend the speech into a radio interview as well. Once you have booked some speeches, create a 1 pager and email to radio booker, explaining how well you could talk on this topic on the radio, for free radio time. Add all radio stations in your area and radio bookers to your CRM database and send the letter through that marketing database – to get more PR or free radio time.

Free Webinar

Join me in my new FREE Webinar
Learn to Market Like Your Business Depended on it!
When: January 23, 2019
2PM-3PM PST
Learn
How to develop lead generation and tactics through third parties
How to position your agency so it stands out from your competitors
How to develop or rewrite a strategic marketing plan in 2019 that brings more customers
How to use branding to build positive gut feelings about your agency
How to set up leads generation with both a speakers bureau to do co-presentations & join the rubber chicken circuit to reach adult children and targeted audiences:
•
• Sign -Up –

Get a Big Bang For Your Fee PR Budget with a Care Management Speaker’s Bureau

January 20, 2019

To succeed on Geriatric Care Management or ALCA you need to do 4 things

Provide an excellent gold standard service
Understand the inquiry and sales process
Use Good PR
Use the web smartly

Public relations is a key marketing strategy for Geriatric care managers. What is it? Just what is says- building relationships between you and your GCM customers? It is also FREE stories about you and your agency for your agency, saving you lots of money.

Why PR? Because it is free, believable, gives you credibility and stature, helps build your business, gives you authority, read by a lot of people /customers and remembered.

There is paid marketing -the web, newspapers, sponsorships etc. But if you do free PR you should put a Speakers Bureau in your Marketing /PR Toolbox.

One of best PR tools you can use from your toolbox is a speaker’s bureau.

What is a Speakers Bureau in geriatric care management or Aging Life Business? Why have one? There are two marketing groups you have to attract- third parties like Elder law attorneys who can refer clients to you. The other is adult children and this group is hard to pinpoint. A speakers bureau gives the perfect PR tool to reach them.

The Speaker’s Bureau is a series of ” Hot Topics” present ted at women’s clubs, services clubs like the Rotary, family councils of facilities, etc. to draw potential clients like adult children or older clients

You create 4 Hot Topics, like “Mom Loved you Best-“ Working with Siblings over older Parent Care., “The Dutiful Daughter- How women can take care of themselves while being a caregiver.” ” Parent-Sweetheart Scams – How to understand undue influence and protect your aging parent from being scammed”

Everything is done ahead for the speaker- methods to make the calls, the speech, the handouts, the timeframe. This is a really effective marketing tool that your ALCA or GCM agency use to draw a future bank of customers.

Join me in my new FREE Webinar
Learn to Market Like Your Business Depended on it!
When: January 23, 2019
2PM-3PM PST
Learn

How to develop lead generation and tactics through third parties

How to position your agency so it stands out from your competitors
How to develop or rewrite a strategic marketing plan in 2019 that brings more customers
How to use branding to build positive gut feelings about your agency
How to set up leads generation with both a speakers bureau to do co-presentations & join the rubber chicken circuit to reach adult children and targeted audiences:
•
• Sign -Up –

Get a Big Bang For Your Fee PR Budget with a Care Management Speaker’s Bureau

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