Cathy Cress

Expert in Aging Life and Geriatric Care Management

  • Home
  • Products »
    • GCM Manual
    • Books
    • > Geriatric Care Management – 4th Edition
    • > Mom Loves You Best
    • > Care Managers
  • Online Classes
    • Recommendations
  • Webinars
    • Upcoming Webinars
    • Interviews
  • Past Webinars
  • About »
    • Recommendations
  • Blog »
    • Aging
    • Geriatric Care Manager
    • Siblings
    • Webinar
  • Contact

-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  –

 

 

Filed Under: Aging Family, aging life business, Aging Life Care, billing, Blog, care management start-up, cash flow, elder care manager, Elderlaw Attorney, GCM Start -Up, Geriatric Care Manager, geriatric care manager, geriatric social worker, Guardian, inquiry call, Marketing aging life care, marketing care management, marketing to concierge clients, marketing to the top 10$, nurse advocate, nurse care manager, Third Party Referral, Trust Officer, Wealth Management Departments Tagged With: aging family, Aging Life Care Association, aging life care manager, aging parent crisis, care manager, geriatric care management, marketing aging life or geriatric carre management, Marketing Care Management, marketing tactics, marketing to 3rd parties, marketing to trust officers, nurse advocate, nurse care manager

Afraid of Your Competition ??-You Can Learn How to Position Your Business From Them

January 14, 2019

 

Your competitors can show you how to position your business so you stand out from the competition. Positioning is how you make clients in your area choose you over others in the area you serve. Your ALCA or Care management competition survey, ( which should so yearly by getting a mystery shopper). The Trump administration says there are lots of people out there be a mystery shopper since he shut the government down. These mystery shopper calls ( the coast guard or your staff) let you identify and survey other direct GCM competitors like the area agency on aging which may have a GCM arm or for-profits like accountants or elder law attorneys who include geriatric care management in their service mix.

Identify substitute providers like hospitals, often through their home health services.   These can also be part of your competition to take market share from you. Private duty home care agencies offer geriatric care management to their web site. But you have to discover whether they have a certified aging life geriatric care manager as part of their staff. Tracking this down takes having a secret shopper calling all of these agencies and talking to the actual geriatric care manager and asking for their credentials, prices, services, and many more variables.

Professional Patient advocates in your area should also be tracked as possible competitors.

Non-profits often spin off for profit geriatric care management arms to help with the more needy clients they serve. Many religious denominations have geriatric care as a choice so you can learn how they are leveraging their brand. Area Agencies on Aging offer private geriatric care management and can do a good job of leveraging their respect and brand in the community.

Trust departments or wealth management services can have care management to assist with their elderly clients or the adult children in wealth management, who care for their parents.

All these competition surveys will show you marketing/positioning alternatives in your this competitive landscape. They will show how to better brand and shape your branding message- so you are the top choice of customers.

Find out how you can position your own GCM/ALCA  agency, over your competition and be chosen by clients seeking care for loved ones.

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 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 develop lead generation and tactics through third parties
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 –

Filed Under: Adult children, ADULT SIBling, Aging, Aging Family, aging family crisis, aging life business, Aging Life Care, aging life care manager, Blog, brand, branding, care management market sizing, care management start-up, care manager, case manager, competition survey, Concierge aging clients, Concierge Client, Concierge Senior, elder care manager, Families, GCM Start -Up, Geriatric Care Management Business, Geriatric Care Manager, geriatric care manager, geriatric social worker, Hurricane Irma, Hurricane Maris, ife care manager, inquiry call, Intake, Intellectual Quality of Life, John Mc Cain, Jose, Late Life remarriage, LGTB elders, Long Distance Care, marketing, Marketing 4P's, Marketing aging life care, marketing ALCA /GCM, marketing care management, Marketing plan, marketing to concierge clients, marketing to long distance adult children, marketing to the top 10$, Mission, Narcissistic Personality, Nearly Normal Aging Family, News, nurse advocate, nurse care manager, Nursing home abuse, Nursing Home disaster plan, Oral History, Palliative care manager, patient advocate, Poor Nursing home staffing, positioning, postioning, Private Duty Home Care, Quality of Life, Quality of Life for elders, Quality of Life in Dying, Quality of Life with Dementia, Reminiscence Therapy, Respect, SIBLING, sibling rivalry, sibling sharing care, Siblings, Social Media, Social Media for Care managers, Social Media for eldercare, Speaker's Bureau, Spiritual Quality of Life, Stepmonster, Sweetheart scam, Thanksgiving, Thanksgiving Parent crisis, Third Party Referral, Timeline, Town Hall, Transgender Elders, Trust Officer, Wealth Management Departments, Webinar, Written Geriatric Assessment Tagged With: aging family, aging life care manager, care manager, case manager, competition survey, geriatric care management, geriatric care manager, nurse care manager

10 marketing messages for Adult Kids Who Call 911 GCM After Holidays

December 29, 2018

wonder.woman.05.jpg

 

“Geriatric care managers are wonder woman for long-distance care providers? ” This is an important marketing  message for care managers to use for the call you will get from long distance family members who just spent the holidays with aging parents and freaked out at the decline.

So be prepared with terrific marketing copy and messaging when they call you.

C

Your copy in an ad or website should include-

“It’s a preventative and prudent idea to have a geriatric care manager in the town where your older relative resides. If there is a crisis, it is cheaper to have a GCM solve it. In an urgent situation, a care manager can go to the hospital or emergency room. This is saner and more cost-effective than you getting on last-minute, expensive flights. You can still go but they can immediately be there to deal with the crisis. They are good insurance.

Even when making marketing visits to 3rd parties like elder law attornies or wealth managers, you can pitch “Before any crisis,  the GCM do an initial assessment and visit your long distance older relative periodically (once a month, once every two months).This is preventative. That way they are there for you when you need them and have all the information to solve the problem.”

Here is a better marketing message

for long distance adult children:

“Think of care managers the way you do one of those blow-up beds. You can pump them up when you need them in a crisis—perhaps avoid that crisis, and you yourself can sleep more soundly and with more peace of mind in your own bed.

Some of the things a geriatric care manager can do for long distance care providers are:

1. Save you money by helping keep your parent out of the hospital and you off emergency long-distance flights.

2.Facilitate a family discussion of needs, resources, and division of labor among friends family

3. Recommend ways to proactively prepare and plan for a parent’s possible health care crisis.

4. Work on family cooperation to formulate a realistic parent-care plan.

5.Assess the strengths and weaknesses of all of the potential caregivers

6. Help adult siblings resolve conflicts about care decisions.

7. Help siblings act together in the best interest of the parent

8.Decrease the tension between hometown and long distance siblings

9. Help the long-distance care provider deal with guilt and frustration that may result from their inability to provide more of the day-to-day care.

10. Locate aging resources in your elder parents area quickly and without you having to do it.

Learn more about gaining new long-distance care provider clients -this coming holiday season.

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 or rewrite a strategic marketing plan  in 2019that brings more customers  

How to use branding to build positive gut feelings about your agency  

How to position your agency so it stands out from your competitors  

How to develop lead generation and tactics through third parties  

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 –

Filed Under: Aging, aging family crisis, aging life business, Aging Life Care, aging life care manager, Care Management Products, care management start-up, care manager, case manager, elder care manager, Geriatric Care Management Business, Geriatric Care Manager, geriatric social worker, Holiday Meltdown in Aging Family, inquiry call, Marketing aging life care, marketing care management, marketing to concierge clients, marketing to long distance adult children, nurse advocate, nurse care manager, Webinar Tagged With: aging family, aging life care manager, aging life or geriatric care marketing plan, aging parent crisis, care manager marketing, caregiver burnout, case manager, geraitric care manager, geriatric care manager, geriatric care marketing, help with elders, holiday misery, holiday with aging parents, long distance care provider, marketing plan, Marketing to long distance care providerse, nurse advocate, nurse care manager

Do You Give Away the Store When You Do An Intake?

October 31, 2018

red-phone.jpg

Do you make this mistake with a client inquiry? When you get a request for and intake, over the phone, do you then drive to the client’s home to do the intake- without a deposit and contract? What can happen when you do this.

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 after hours of driving, doing a 2 hours geriatric assessment with no new case, contract or deposit for all her time and expert effort. 

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 two phone calls first one offering a free complimentary consultation, and then making the sale and asking for the contract and the deposit in the second call. You use Adobe and Pay Pal to get the deposit and contract within hours. You do not drive to the client’s home without getting a signed contract deposit – first.

Join me in my new Webinar

5 Ways to Tame the Turbulence of Holiday Meltdown in Aging Families   

During the busiest season for care management referrals-

 

You Will Learn:

  • How to sell services during telephone intake, to desperate adult child callers
  • How to give hope to frantic children who call, after seeing their aging parent struggling with the rituals
  • How to use GCM tools to contain Holiday chaos
  • How to use financial forecasting to prepare for growth during the holidays
  • How to work with both dysfunctional and long-distance families who call during the holidays
    • Sign Up

Filed Under: Aging, aging family crisis, Aging Life Care, aging life care manager, Blog, case manager, Geriatric Care Management Business, Geriatric Care Manager, geriatric social worker, inquiry call, Intake, nurse advocate, nurse care manager, Thanksgiving, Thanksgiving Parent crisis, Webinar Tagged With: aging family crisis, aging life care manager, aging parent crisis, care management intake, care manager, care manager intake, case manager, geriatric care manager, intake Aging Life, intake over the phone, nurse care manager, nurse navigator

Mom Burnt The Turkey Dad’s Wandered Off – Call 411 Care Manager

October 26, 2018

Aging Families gather for the holidays starting Thanksgiving  November 22. When they arrive at Mom and Dad’s home, they may find the older parents they dreaded. 

Mom forgot to buy the turkey or she burned it to a crisp.

Her neat as a pin ensemble is greasy and rumpled. Then she reports Dad has wandered down the street.

 

This is the start of the holiday from hell that many adult children face. After the son buys a new turkey, finally finds Dad, he may take a break and call 911 Aging Life- or the daughter grabs her computer and googles a geriatric care manager.

 

When you get that” red phone” call from a desperate adult child – are you ready??

Can you sell your services and do an intake and get a contract signed over the phone?

Do you have a toolbox of GCM tools that can calm a family and get them stabilized by New Year?

Are you prepared for the growth in business you can get over the holidays through a financial forecast?

Learn how to handle these nuclear threats to the aging family.

 

1. Subscribe to my Aging Life Geriatric Care Management  YouTube Channel Geriatric Care 1  to watch Playlist 22- Holiday Meltdown in the Aging Family and find out how to solve that frantic call and get new clients. 

2.Join me in my new Webinar

5 Ways to Tame the Turbulence of Holiday Meltdown in Aging Families   

During the busiest season for care management referrals-

 

You Will Learn:

  • How to give hope to frantic children who call, after seeing their aging parent struggling with the rituals
  • How to sell services to desperate adult child callers    
  • How to use GCM tools to contain Holiday chaos
  • How to use financial forecasting to prepare for growth during the holidays
  • How to work with both dysfunctional and long-distance families who call during the holidays
    • Sign Up

 

 

 

Filed Under: Aging, aging life business, Aging Life Care, Blog, care management start-up, care manager, cash flow, Families, Geriatric Care Management Business, Geriatric Care Manager, geriatric care manager, geriatric social worker, Holiday Meltdown in Aging Family, Holiday Rituals in Aging Family, inquiry call, nurse advocate, nurse care manager, Thanksgiving, Thanksgiving Parent crisis, Webinar Tagged With: aging life care manager, aging parent crisis, care manager, case manager, crisis with aging parents, eldercare manager, geraitric care manager, geriatric care manager, nurse advocate, nurse care manager, patient advocate

  • « Previous Page
  • 1
  • 2
  • 3
  • Next Page »

Get Cathy’s “10 Critical Success Steps to a Profitable Aging Life or GCM Business”

Plus be notified when Cathy has an upcoming presentation, webinar or other news and updates.


Cathy Cress is the leading national expert in Aging Life and Geriatric Care Management. She is author of Handbook of Geriatric Care Management 4th edition, Jones and Bartlett, published 2015 and known as the bible of geriatric care management. Continue Reading >

Recent Posts

What is Best PR To Reach Adult Children of Aging Parents ?

November 12, 2019

How to Help Avoid a Cat and Dog fight at a Dysfunctional Family Thanksgiving

November 7, 2019

5 Signs That You Are Working With A Dysfunctional Family Over The Holiday

November 3, 2019

Take This Test -Can You Take A Dysfunctional Family Case Over the Holidays ?

November 2, 2019

What are the 7 Steps to a Successful Concierge Client Inquiry Call on Coming Holidays ?

October 28, 2019

When Cut Off in The Family is a ” Phantom Limb” at Thanksgiving

October 24, 2019

What are the 3 Steps to Do a Caregiver Assessment?

October 12, 2019

If You Are Starting an Aging Life Business- What Legal Entity Should You Choose That Isn’t like a Marriage Without Sex

October 5, 2019

With Dorian’s Carnage- Do You Need a Midlife Family Meeting for Aging Parent Disaster Plan ?

September 3, 2019

3 Great Tips for Marketing Care Management

December 4, 2019

Can Blue Blue Christmas and Hanukkah Come From The Aging Brain Losing Power ?

December 3, 2019

How to Put Together A Care Management Sales Plan That Makes the Sale

December 2, 2019

7 Tools to Spark Reminiscence As a Holiday Gift

December 1, 2019

5 Steps to Take if Adult Kids Call After Thanksgiving Reporting A StepMonster at the Feast

November 29, 2019

Categories

  • 4th of july
  • adult child physical abuse
  • Adult children
  • adult emotional abuse
  • ADULT SIBling
  • Aging
  • Aging Alcohol Abuse
  • Aging Family
  • aging family crisis
  • aging life business
  • Aging Life Care
  • Aging Life Care Assocaition
  • aging life care manager
  • Aging therapist
  • ALCA business Loans
  • ALCA Cobtract
  • ALCA Financial literacy
  • ALCA sales
  • Alcohol Abuse and Aging
  • Angela Jolie
  • Aretha Franklin
  • Assisted Living
  • Assisted Living & Geriatric Care Managers
  • Assisted Living Crisis
  • Assisted Living sales
  • bankruptcy
  • Barack Obama
  • Benefits
  • Benefits vs Features
  • Benifits & Assisted Living
  • Bill Clinton
  • billing
  • Billing 85%
  • billing 85% of GCM hours
  • Blog
  • brand
  • branding
  • branding ALCA business
  • Branding GCM Business
  • care management market sizing
  • Care Management Products
  • care management start-up
  • care manager
  • Care Plan
  • caregiver
  • caregiver assessment
  • Caregiver Burn Out
  • caregiver burnout
  • caregiver mental health
  • CAREGIVER RESOUCES
  • case manager
  • cash flow
  • CIRCLE OF CARE
  • client database
  • Close The Sale
  • competition survey
  • Concierge aging clients
  • Concierge Client
  • Concierge Senior
  • Contract signed
  • Cut Off
  • Cut-Off
  • database
  • Death and Dying Care Management
  • death and dying care manager
  • Dementia Activities
  • Dementia and Spirituality
  • Dr. Bill Thomas
  • Dysfunctional Aging Familu
  • Dysfunctional aging family
  • Dysfunctional Family & Holidays
  • Easter
  • Easter gifts Mom
  • elder abuse
  • elder care manager
  • elder fiscal abuse
  • Elderlaw Attorney
  • Elderly Disaster Plan
  • Emergency Plan
  • Emotional Quality of Life
  • End of Life Care manager
  • estranged siblings
  • ETHICAL DILEMMA
  • Ethical Will
  • Euology
  • failing business
  • Families
  • Features vs Benefits
  • Filial Crisis
  • fiscal abuse
  • Fiscal Elder Abuse
  • GCM bankruptcy
  • GCM COACHING SKILLS
  • GCM Constract
  • GCM financial literacy
  • GCM Operations Manual
  • GCM Speaker's Bureau
  • GCM Start -Up
  • GCM Start-Up
  • GCM technology
  • George Bush
  • Geriatric Assessment
  • Geriatric Care Management Business
  • Geriatric Care Manager
  • geriatric care manager
  • geriatric care manager start up
  • Geriatric Care Managers & Assited Living
  • geriatric social worker
  • Grandchild gifts for grandma
  • Guardian
  • Helping LBGTQ Elders
  • Holiday Meltdown in Aging Family
  • Holiday on call
  • Holiday Rituals in Aging Family
  • Holiday season
  • Holiday Sibling Rivalry
  • home care
  • Hurricane Irma
  • Hurricane Maris
  • ife care manager
  • innovative new senior centers
  • inquiry call
  • Intake
  • Intellectual Quality of Life
  • John Mc Cain
  • Jose
  • Late Life remarriage
  • LGTB elders
  • LGTBQ ELDERS
  • LGTBQ Loneliness& Isolation
  • Loneliness
  • Long Distance Care
  • Long distance caregiver
  • marketing
  • Marketing 4P's
  • Marketing aging life care
  • marketing ALCA /GCM
  • marketing care management
  • Marketing copy
  • marketing geriatric care management
  • Marketing Home Care
  • marketing pitch
  • Marketing plan
  • Marketing to Assisted Living
  • marketing to concierge clients
  • marketing to long distance adult children
  • marketing to the top 10$
  • marketing to upper 10%
  • midlife siblings
  • Mission
  • MONEY FOR GCM BUSINESS
  • Mother's Day
  • moving parent in your home
  • Narcissistic Personality
  • Natasha Beauchamp
  • Nearly Normal Aging Family
  • new customers
  • News
  • newsletters
  • nurse advocate
  • nurse care manager
  • Nursing home abuse
  • Nursing Home disaster plan
  • on-call staff
  • Oral History
  • Palliative care manager
  • parent care
  • Partnership
  • Passover
  • patient advocate
  • Poor Nursing home staffing
  • positioning
  • postioning
  • PR
  • Presentations
  • Private Duty Home Care
  • Profit
  • Public Relations
  • Public Reltions
  • Quality of Life
  • Quality of Life for elders
  • Quality of Life in Dying
  • quality of life in senior centers
  • Quality of Life with Dementia
  • Reminiscence Therapy
  • Respect
  • Sales
  • Sales in geriatric care management
  • Sales to Assisted Living
  • SBA business loan
  • Sell Sheet
  • selling a relationship
  • Selling ALCA Business
  • Selling GCM Business
  • Selling Your Business
  • Senior centers
  • Senior Drinking
  • Senior Isolation
  • Senior Loneliness
  • SIBLING
  • sibling rivalry
  • sibling sharing care
  • Siblings
  • Social Media
  • Social Media for Care managers
  • Social Media for eldercare
  • Speaker's Bureau
  • speaker's buyreau
  • Speakers Bureau
  • Speaking to Adult Children
  • Spiritual Quality of Life
  • START UP
  • Stepmonster
  • Sweetheart scam
  • Thanking staff
  • Thanksgiving
  • THANKSGIVING BLOG
  • Thanksgiving Parent crisis
  • Therapist Specializing in Aging
  • Third Party Referral
  • Timeline
  • Town Hall
  • Transgender Elders
  • Trust Officer
  • Valentines gifts for family caregivers
  • Wealth Management Departments
  • Webinar
  • Written Geriatric Assessment

Tags

aging family aging life and geraitric care manager aging life care manager aging life or geriatric care manager aging parent aging parent care aging parent crisis caregiver assessment caregiver burden caregiver burnout caregiver overload caregiver overwhelm caregiver stress care manager Care Managers Working with the Aging Family care plan care planning case manager checklist for aging parent problems crisis with aging parents dysfunctional aging family elder care crisis family meeting Functional Assessment geraitric assessment geraitric care manager Geriatric Assessment geriatric care management Geriatric care management operations manual geriatric care manager geriatric care managers geriatric social worker Handbook of Geriatric Care Management third edition long distance care provider Marriage and Family Therapist My Geraitric Care Management Operations Manual My Geriatric Care Management Operations Manual National Assocaition of Geraitric Care Managers National Association of Geriatric Care Managers nurse advocate nurse care manager parent care parent care crisis Psychosocial assessment sibling

Contact

Use the form on the
Contact page to email Cathy.

Email

Connect with Cathy

Get Cathy’s “10 Critical Success Steps to a Profitable Aging Life or GCM Business”

  • Home
  • GCM Manual
  • Books »
  • Services »
  • About
  • Recommendations
  • Blog »
  • Contact

Copyright © 2012–2019 CressGCMConsult & Cathy Cress - Expert in Aging Life and Geriatric Care Management | Site Designed by Kissa's Kreations