Cathy Cress

Expert in Aging Life and Geriatric Care Management

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Last Day to Sign Up Webinar -Sell Benefits Not Features to Wealth Managers

September 26, 2022

 Sell Benefits, not Features to Wealth Managers to Grow Your$ Bottom Line

Sell benefits not features to wealth manager is a key to great marketing. Do you know how you do that? &When you market Geriatric care management, what makes the sales is ” What’s in it for me the 3rd party. “Benefits answer that question for your targets. Learn how to make a great marketing presentation and sale to 3rd parties, like wealth managers, elder law attorneys, Assisted Living Directors, Trust Departments, and Concierge Physicians by understanding the benefits geriatric care management brings to each and the rest of your target audiences.

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Filed Under: 3rd party targets, Aging, Aging Family, aging family crisis, aging family system, aging life business, Aging Life Care, Aging Life Care Assocaition, aging life care manager, ALCA Marketing, Benefit of Assisted Living, Benefits, Benefits & Assisted Living, Benefits of Care Management, Benefits of Geriatric Care Management, Benefits to wealth managers, Benefits vs Features, Benifits & Assisted Living, black care manager, black concieirge nurse, black concierge care manager, black concierge RN, Black Entrepreneur, Black Entrepreneur RB, Black Entrepreneur RN, Black entrepreneurs, Black Geriatric Care Manager, black social worker, black travel nurse, Black Travel Nurses, Blog, case manager, Close The Sale, Closing a GCM Sale, Closing an ALCA sale, Concierge aging clients, Concierge Care Manager, Concierge caregivers, Concierge Client, concierge clients, Concierge Geriatric Care Manager, Concierge Marketing, Concierge Personal GCM, Concierge Physican, Concierge Senior, Concierge Wealth Managers, elder abuse, elder care manager, Entited Family, entrepreneur, entrepreneur business, entrepreneur care manager, entrepreneur RN, Features vs Benefits, Find VIP White Paper, Fiscal Elder Abuse, FREE MARKETING WEBINAR, FREE WEBINAR, GCM Benefits, GCM Perna Concierge, GCM Personal Concierge, GCM WORKING WITH VIP CLIENT, geriatric care manager, Geriatric Care Manager, geriatric social worker, Marketing aging life care, marketing care management, marketing to concierge clients, marketing to the top 10$, Narcissistic Personality, nurse advocate, nurse care manager, Trust Departments, Trust Officer, VIP Aging Client, VIP Benefits, VIP Client, VIP Clients, VIP Concierge Client, VIP CONCIERGE CLIENTS, VIP marketing, VIP Marketing Plan, VIP Products, VIP Public Relations, VIP Sales, VIP Syndrome, VIP Weallth Manager, VIP White paper, VIPS markeing, Wealth Management Departments, Wealth Managers, Webinar Tagged With: aging family, aging life care manager, aging parent care, aging parent crisis, Benefits, benefits of ALCA, Benefits Of Geriatric Care Managers, benefits to 3rd parties, black american geriatric care managers, black american social workers, Black Nurse Entrepreneurs, Black RN's, Black travel nurses, care manager, case manager, dysfunctional aging family, Entitled Family, geriatric care manager, marketing to wealth manager, Narcissism, Narcissistic Personality, nurse advocate, nurse care manager, reaching top 10% elder, Wealth Management Banks, wealthy clients

Does VIP Marketing and Sales Plan Transform Your Bottom Line?

September 13, 2022

 

Marketing and Sales Plan to find VIP Clients Concierge Clients Will Make You a Profit

 

 

 

You need a VIP Marketing and Sales Plan to find Concierge Clients. Why- you can transform your agency into a profitable service by finding concierge clients for your care management agency 

Why- a geriatric care manager is a powerful health care concierge, just like the new concierge medical services. This is a stellar selling point to potential GCM  clients who are in the top 10% income brackets.

Find Concierge Clients upper 10%  As Medicare Does Not Cover Long-Term Care

These well-to-do  VIP Concierge clients can afford to pay privately for long-term care geriatric care management and private duty home care because they are financially in the upper 10% of the economy. Long-term care is not covered by Medicare, so only these wealthy Americans can pay for it.

Why is offering concierge services a great idea for this group of seniors? A geriatric care manager is a highly skilled professional who acts as a personal assistant to the aging family delivering the long-term care services they need at the right time, the right place for the right level of care

What  Great Benefits You Bring When you Find the Concierge Client

What are the Benefits care managers offer VIP clients.You offer highly personalized aging parent care. VIP Concierge clients can reach you at almost any time. You build a deep relationship with the client and family.stock-photo-16832488-tense-couple-in-therapy-session.jpg As a GPS through elder care, the GCM helps them step by step through one of the hardest journeys of their life. A geriatric care manager’s highly personalized service meets all the needs of the aging family and the client. GCMs are like a concierge at a 5-star hotel. They serve the family by solving their caregiving problems and making elder care more seamless. But here is a deal-breaker, most care managers did not know they must have. You need a  marketing and sales background to do an intake and get the client into your services.   

 

Join me in my newest FREE Webinar

 

Free Webinar on Finding Concierge Clients

Sign Up for My Latest Free Webinar

Care Managers Marketing to Wealth Managers”

When September 27th, 2-3:30 PM Pacific

Sign-up Understand how to market to the target and you open the door to the top 5% of VIP Concierge Clients.

 Learn how to sell your services to the gatekeepers to the clients who can pay privately for long periods of time, when you deliver your gold standard care management services.

Wealth managers and trust officers will refer their VIP clients to you if you can sell care management benefits and features to their entitled clients,

 bring the right handouts and, do the perfect presentation with the winning pitch

When September 27th, 2-3:30 PM Pacific

What you will learn


  • Why market to wealth managers and trust departments
  • The benefits and features GCM offers to wealth managers
  • Who are top wealth managers
  • How do you find them, setting up a meeting, what to bring, what to present with perfect pitch

Interview with GCM Patrice Harrison who works with trusts – what they want in a GCM

Sign-Up for this free webinar

 

 

 

 

 

 

Learn about a VIP Marketing and Sales Plan

 

FREE WHITE PAPER LEARN COPY & KEYWORDS TO ATTRACT  VIP CLIENTS

Write Your powerful VIP Marketing and Sales Plan

 

Sign-up for my Free White paper to learn to use the copy & keywords to sign-up for  home care or care management Concierge-VIP Clients who can afford  care management & home care as Medicare does not cover long-term care

 

 

Filed Under: Aging, Aging Life Care, aging life care manager, billing, Black Entrepreneur, Black Entrepreneur RN, Black entrepreneurs, Black Geriatric Care Manager, Black RN, Black Travel Nurses, Black Travel RN, Blog, care manager, case manager, Concierge aging clients, Concierge Care Manager, Concierge Client, Concierge Geriatric Care Manager, Concierge Marketing, Concierge Senior, elder care manager, Families, FREE WEBINAR, GCM Marketing skills, GCM Start -Up, Geriatric Care Management Business, Geriatric Care Manager, geriatric care manager, geriatric social worker, marketing, Marketing aging life care, marketing ALCA /GCM, marketing care management, marketing geriatric care management, marketing to concierge clients, marketing to the top 10$, nurse advocate, nurse care manager, patient advocate, VIP Aging Client, VIP Client, VIP Concierge Client, VIP marketing, VIP Marketing Plan, VIP Products, Wealth Management Departments, Webinar, Webinar ALCA GCM, webinar Features vs Benefits Tagged With: aging life or geriatric care manager, Certified Senior Advisors, concierge clinet, eldercare, Entitled Clients, GCM bottom line aging life care, geriatric care mnager, nurse advocate, nurse care manager, wealth management, wealthy clients

Managing Entitled Clients Like Donald Trump at Mar a lago in 10 Steps

September 8, 2022

Managing ENTITLED CLIENTS

Managing entitled clients is something every care manager needs to do skillfully. How Do You deliver and serve long-term clients from the top 10% financially- who can offer sustainable financial growth to your Aging Life or GCM company? Then how do you manage these difficult clients who are often referred by wealth managers? 

 

You offer superior professional  Gold Standard Concierge Service to Clients and the Family- Care they demand and their wealth managers expect

 

 You offer preventative care to avoid crises and chaos that can they often enjoy -Helping Keep Clients Out of E rooms and nursing homes and keep them at home where they wish to be and you from losing the case.

You write or rewrite your business plan that has a value proposition in your marketing plan to reach your target markets to concierge clients in the upper 10% and the third parties who in many cases serve them as well like  wealth managers  

10 CARE AND FEEDING TIPS TO KEEP ENTITLED CLIENTS LONG TERM 

  1. Deliver gold standard concierge service
  2. Offer confidential services that clients and families can trust
  3. Do not have the VIP syndrome  with these sometimes famous clients
  4. Serve the whole aging family where adult children are entitled and difficult as well.
  5. Provide a GPS through health care needs so that the best care is delivered seamlessly
  6. Have a full GCM toolbox and know all community resources –to change tools as client change and age safely in place
  7. Refer or provide skilled background-checked home care aides who meet the need of entitled clients
  8. Be willing and skilled enough to accept difficult entitled clients who are narcissistic, demanding, and unreasonable like Donald Trump, Sumner Redstone, Huguette Clark 
  9. Have someone on your staff who has a clinical background in dysfunctional aging families, and psychodynamic diagnosis, and understands undue influence 
  10. Have upscale resources in your resource database like private drivers, private chefs, car services, upscale golf clubs that cater to older clients, and upscale assisted living

FREE Webinar

Sign Up for My Latest Free Webinar

Care Managers Marketing to Wealth Managers”

When September 27th 2-3:30 PM Pacific

Sign-up Understand how to market to the target and you open the door to the top 5% of VIP Concierge Clients.

Managing Entitled Clients

 

 Learn how to sell your services to the gatekeepers to the clients who can pay privately for long periods of time, when you deliver your gold standard care management services.

Wealth managers and trust officers will refer their VIP clients to you if you can sell care management benefits and features to their entitled clients,

 bring the right handouts and, do the perfect presentation with the winning pitch

When September 27th 2-3:30 PM Pacific

What you will learn


  • Why market to wealth managers and trust departments
  • The benefits and features GCM offers to wealth managers
  • Who are top wealth managers
  • How do you find them, set up a meeting, what to bring, what to present with the perfect pitch

Interview with GCM Patrice Harrison who works with trusts – what they want in a GCM

Sign-Up for this free webinar

 

 

 

 

 

 

 

Filed Under: Aging, aging family crisis, Aging Life Care, aging life care manager, Blog, case manager, Concierge Senior, elder abuse, elder care manager, Fiscal Elder Abuse, geriatric care manager, Geriatric Care Manager, geriatric social worker, Marketing aging life care, marketing care management, marketing to concierge clients, marketing to the top 10$, Narcissistic Personality, nurse advocate, nurse care manager, Webinar Tagged With: aging family, aging life care manager, aging parent care, aging parent crisis, care manager, Donald Trump, dysfunctional aging family, Entitled Family, marketing to wealth manager, Narcissism, Narcissistic Personality, nurse advocate, nurse care manager, Sumner Redstone, wealth, wealth management, Wealth Management Banks, wealth managers, wealthy clients

Are you Marketing to Wealth Managers To Reach VIP Clients?

August 25, 2022

MARKETING TO WEALTH MANAGERS

 

Sign Up for My Latest Free Webinar

Care Managers Marketing to Wealth Managers”

When September 27th 2-3:30 PM Pacific

Marketing to Wealth Managers is crucial to Care Managers. Trust or Wealth managers serve the VIP client in the upper 5 or 10%.  Banks with Wealth management services are increasingly using geriatric care managers to serve their clients.  VIP elders can afford you long-term having enough assets to pay privately. Medicare does not cover care management or long-term care so these are a care manager’s optimal clients   

JP Morgan Private Bank, UBS Wealth, Charles Schwab, PNC, and Trust  Trust Private Wealth are trust departments turned into wealth managers are  anong the over 40 wealth manager who could  partner with care managers. Wealth Managers 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.

Marketing to wealth managers, means you have to show them the benefit of using a geriatric care manager, showing  them the benefit of using you or what is in it for them  to use your services.

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

Marketing to Wealth Managers

 

  • Do an In-depth assessment initial of aging clients’ health and psychosocial status while the wealth manager manages investments
  • Assess the client’s level of competency to make financial decisions so the wealth manager can gauge whether the client can manage their own money
  • Collaborate to create a long-term care plan for clients who wish to stay at home as wealth manager plans 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 do not become a crisis and are solved preventatively, reducing calls and problems with the client’s care that the trust officer must deal with.
  • 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 the 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  business profitable? 

Sign Up for My Free Webinar

Care Managers Marketing to Wealth Managers”

When September 27th 2-3:30 PM Pacific

Sign-up Understand how to market to the target and you open the door to the top 5% of VIP Concierge Client.

 Learn how sell your services to the gatekeepers to the clients who can pay privately for long periods of time, when you deliver your gold standard care management services.

Wealth managers and trust officers will refer their VIP clinets to you if you can sell care management benefits and features to their entitled clients,

 bring the right handouts and, do the perfect presentation with the winning pitch

When September 27th, 2-3:30 PM Pacific

What you will learn


  • Why market to wealth managers and trust departments
  • The benefits and features GCM offers to wealth managers
  • Who are top wealth managers
  • How do you find them, set up a meeting, what to bring, what to present with the perfect pitch

Interview with GCM Patrice Harrison who works with many wealth managers

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 

 

 

 

 

 

 

 

 

 

 

Filed Under: Aging, Aging Family, aging life business, Aging Life Care, aging life care manager, Blog, care manager, case manager, Concierge Senior, elder care manager, Families, Geriatric Care Management Business, geriatric care manager, Geriatric Care Manager, nurse advocate, nurse care manager, Wealth Management Departments, Webinar Tagged With: aging family, aging life care manager, aging parent crisis, care manager, case managerm nurse care manager, concierge clients, geriatric care manager, marketing to trust officers, marketing to wealth manager, nurse care manager, parent care crisis, trust officer, wealth managers

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

August 24, 2022

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 and 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

Cathy Cress MSW

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Filed Under: Aging, Aging Family, aging life business, Aging Life Care, aging life care manager, care management start-up, care manager, case manager, Concierge aging clients, Concierge Senior, Geriatric Care Management Business, Geriatric Care Manager, geriatric care manager, geriatric social worker, marketing care management, marketing to the top 10$, nurse advocate, nurse care manager, Poor Nursing home staffing, Webinar Tagged With: aging life care manager, aging life or geriatric care manager, aging life or geriatric care marketing plan, care manager marketing, Care manager marketing data base, case manager, contact data bade, critical success factor For GCM or Aging Life business, CRM for Geriatric Care Manager, geriatric care manager, Marketing, marketing aging life or geriatric carre management, marketing data base, nurse advocate, nurse care manager

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