Cathy Cress

Expert in Aging Life and Geriatric Care Management

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How Do the Benefits Not Features Get 3rd Parties To Refer To You ?

June 6, 2023

Benefits you bring to the 3rd party and their aging client.  

What makes 3rd Parties Refer to Geriatric Care Managers? The Benefits You Offer 3rd party and their aging client.  

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.It is the benefits you bring to the 3rd party and their aging client.

Benefits you bring to the 3rd party and their aging client.

The Journal of Aging Life Care its March 2017 issue gives care managers some critical clues to solve this question.  The first benefit you offer is a practice that meets your client’s needs and major referral sources. Many clients- usually adult children, call you to start services independently. But a good majority of clients will call you because their attorney, bank trust officers, or 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 for your business. You have to deliver what benefit you offer where they make money.

Great Research Results on What 3rd Parties Want in Benefit You Offer

The Florida Chapter of Aging Life invested in a 7-year research project to get some of these benefits you bring to the 3rd party, and their aging client answers about the best benefit you offer, 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 benefit you offer to include in your services but in your 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 them. They found the number one reason third-party clients use care managers is they keep the client’s health care stable by assessing and monitoring their clients. So the important benefit to selling is keeping the client’s health care stable so the client is not calling the 3rd party.

The second benefit updating the third parties regularly. The benefit you bring to the 3rd party and their aging client is communication so the 3rd party always knows the client’s status. This can be through texts, email, phone calls, or a regular monthly report, which would also be done for the family. So use the key benefits of “constant updates “when you market to third parties, like wealth managers, elder law attorneys, guardians, assisted living, and doctors. 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. 

SIGN UP FOR MY FREE WEBINAR  

Sell Benefits, not Features &Grow Your$ Bottom Line

 

 

Even if you cannot make the class, if you sign up, you will get a recording the next day

When: July 20 2023
2 PM-3:30 PM PST
                                                 Learn
 

A feature is a fact 

A benefit tells customers the advantages of those facts

 

 

 YOU WILL LEARN

How to create a winning sales pitch to a third party

The difference between selling features vs benefits

How to sell the benefits of your services for each 3rd party you  serve

What benefit you offer makes your sale to wealth managers, elder law attorneys, and concierge physicians to get referrals for new clients

The Benefits that make your sale to upscale Assisted Living, accountants, financial planners, Hospice

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

Even if you cannot attend, you will get the recording of the webinar the next day if you sign up

 

SIGN UP And Take of One-time Low price offers of Classes

 

 

 

 

 

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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, Benefits, benefits of ALCA, Benefits of Care Managers To Hospice, benefits to 3rd parties, Benefits to assisted Living, Benefits to Conservators, Benefits to elderlaw attornies, Benefits to Financial Planners, Benefits to Homecare, Benefits to Wealth Managers, Benefits vs Features, black american geriatric care managers, black american social workers, Black Entrepreneurs, Black geriatric care managers, Black Nurse Entrepreneurs, Black RN's, Black start-up geriatric care management, Black travel nurses, care manager, geriatric care management, marketing aging life or geriatric carre management, Marketing Benefits, Marketing Care Management, marketing tactics, marketing to 3rd parties, marketing to trust officers, nurse advocate, nurse care manager

Do I Need Social Media for Holidays?

November 8, 2022

Do I Need Social Media?

Do I need Social Media to attract new clients during the coming holidays? Many have a solo practice and it is one more thing to do on top of marketing your business, managing clients paying bills – all overwhelming jobs?? Some geriatric care managers own flip phones and dig in their heels and say what is social media marketing going to do for my kind of business and do I really need it?

 

Social Media Main Plank of  Care Manager Marketing Strategy

 Social Media is so important, especially in the coming holidays -critically to reach long-distance care provider who visits aging family members to celebrate the holiday, where they find frightening signs of parents needing care. and then know to call you. It doesn’t matter if you run a solo practice or a big national company. Social media is an essential piece of your business marketing strategy. Now in this busiest season for care managers, you cannot consider skipping social media, especially   in a small business like care management 

Social platforms help you connect with your customers, increase awareness about your brand, and boost your leads and sales. With more than 4.1 billion people around the world using social media, it’s no passing trend.

4 Ways to Get More Clients With Social Media–

You need social media most importantly if you are just starting your aging life or geriatric care management business or want to grow the number of cases you have to grow and thrive, which you can over the holidays, the busiest season of the year for care managers. So, this is what you can do to get more customers to use your services. Write a blog

How

Choose Word Press or another blog software and set up an account to start positioning information to potential clients. The platform can add links to social media so you just post easily on your blog instead of going to each social media site to post. To get more help sign up for my holiday webinar on technology 

 

 

 

          

How

Design the format (they have templates), write content, publish on a least a monthly basis, and consider services like Constant Content  

 

3. Open twitter Facebook, Linked in Pinterest Accounts

 

Sign up and learn how to use social media. Best if on your website and automatically posts

 Services needed to complete

4. Join Linked in for professional referrals: Develop a Profile, get testimonials, and join Linked in groups like Aging Life Care Asso  group 

Create a Facebook fan page for your GCM business 

Learn to use Pinterest for your business 

Create a Twitter account for your business  

Join Instagram for business

Sign -up for Google My Business 

5. Lack of Social Media Skills No Time to do? Hire Expert

If you feel you do not have the time or the skills to do this- very likely for folks over a certain age- we did not grow up with this language- hire someone to do this or best bet a grandchild.

You can also have a professional create marketing content, newsletters, and blogs for you using businesses 

To get more help sign up for my holiday webinar on technology 

 

SIGN UP FOR MY HOLIDAY WEBINAR –

Sign up for my holiday webinar on technology

Get Ready for the Holiday Rush

WEDNESDAY November 16th, 2022, FROM 2 PM – 3:30 PM PST

 Learn how to create!

  • Pre-Holiday Social media campaigns to reach worried caregivers
  • Pre- Holiday-Materials about the warning signs that a parent needs help
  • Pre-Holiday Marketing to help you sign up families who might face a serious decline in aging parents
  • How to sell services to desperate post-holiday callers from Normal dysfunctional & long-distance family
  • How to use tools to contain holiday chaos & arrange care in festive family fright
  • How to move the family to New Year’s stability
  • Position Your Agency ahead of Care Managers who do not have great pre-holiday marketing campaigns and lack the clinical skills how to work with Adult Children and families during the chaotic aging family holiday visit when adult kids find their aging parents need care
  • Featuring

 Cathy Cress MSW author of the Handbook of Geriatric Care

Management        

 

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 Family, aging family crisis, aging life business, Aging Life Care, Aging Life Care Assocaition, aging life care manager, ALCA & Free PR, ALCA & Radio interview, ALCA Marketing, ALCA Public Relations, ALCA sales, ALCA software, ALCA start-up business, Blog, care management start-up, care manager, case manager, elder care manager, Families, GCM Start -Up, Geriatric Care Manager, geriatric social worker, Holiday Meltdown in Aging Family, Holiday Rituals in Aging Family, Long distance caregiver, long distance caregiver burnout, long distance holiday social media, LONG DISTANCE HOLIDAY VISIT, Long Distance travel Holidays, Marketing aging life care, nurse advocate, nurse care manager, Social Media, Social Media for Care managers, Social Media for eldercare, Thanksgiving, Thanksgiving Parent crisis, Third Party Referral, Webinar Tagged With: aging family, aging life care manager, aging life care on holidays, aging life or geriatric care manager, aging life or geriatric care marketing plan, aging parent crisis, black aging family, black american geriatric care managers, black american social workers, Black Entrepreneurs, Black Nurse Entrepreneurs, Black RN's, Black start-up geriatric care management, Black travel nurses, care management holiday, care manager, care manager social media, case manager, Clinical Tools Dysfunctional Holiday, dysfunctional family holidays, Dysfuntional family on holidays, geriatric care manager, geriatric social worker, Holiday Social media, holidays, Holidays with midlife siblings, Marketing, new clients holiday, nurse advocate, pre-holiday socoal media, social media, social media for elder care, social media marketing

Why a Financial Planner Would Work With a Caremanager

September 20, 2022

 Why Would a Care Manager Work With a Financial Planner?

Why a financial planner would work with a caremanager and why do you need to know this? First, you need to create a practice that meets the needs of third-party referral sources like financial planners, and wealth managers. They both work with older adults to plan and then manage their retirement assets, which often involves future or present care management.

What is the difference between a wealth manager?  Forbes magazine suggests that wealth managers, who are actually a subset of financial planners, deal with high net wealth – perhaps the upper 2 %. Financial Managers deal with retirees who have large assets, not stratospheric wealth. However, they both help retirees plan their retirement, and part of that retirement becomes the cost of care as they age after retirement. Generally, clients who use a financial advisor are pre-planners so the care manager can help the financial planner and the client think through future care  situations in advance which helps the financial planner provide the advisor with a roadmap for potential expenses

But financial planners need to know what you will do to benefit their clients. This means how will you benefit their practice? On the feeding chain of referrals, financial planners can be an important source of income for your business. But you have to deliver what they need in benefits to make money.

Benefits and Features

.

Features and benefits are very different. Features often directly address common problems experienced by users. Benefits are the outcomes or results that users will experience by using your product or service – the very reason why a prospective customer becomes an actual customer.

Features Care Managers Bring to Financial Planners

Why a financial planner would work with a care manager is Financial Planners are not often experienced with the full cost of future health care expenses. A feature of a care manager practice is understanding Medicare and its severe limits on paying for long-term care. Care Managers understand approximately when ADLs and IADLs will get more difficult for seniors, leading them to need some level of private pay home care. They also know Medicare does not cover long-term care like Private Duty Home care.

A big feature is care managers can also assess the client’s level of competency to make financial decisions so the financial planner can gauge whether the client can make decisions about their own money.

Why would financial planners work with a care manager?

 

Biggest Feature Care Managers Bring to Financial

Planners

The biggest feature of a care manager working with a financial planner is they can offer their clients a one-to-one concierge future health care expense plan, estimating how much long-term care will cost over time for each individual financial planning client.

So the care manager benefits the financial Planner by personally, one-to-one- working with the financial advisor’s clients helping them make both a retirement plan that includes health care realities and listening to and including their own individual health care choices.

Care Management Benefits to Financial Planners

Financial Planners are pre-planners and the care managers can help the financial health care costs and tailor that future health care to the client’s choices to help them think through situations in advance helping provide the advisor a roadmap for potential expenses. Care Managers can collaborate to create a long-term care plan for clients who wish to move or need to move to a higher level of care. They can personally collaborate with the client to create a long-term care plan for clients who wish to stay at home as financial planner plans accordingly for the cost of care. The outcome or the benefit of the collaboration of the financial planner and care managers is a fulsome more accurate financial plan for the aging client combining health and wealth planning skills.

 

Why would financial planners work with a care manager?

This is like a care management benefit to a conservator. A geriatric care manager is a health professional who specializes in the physical and mental issues of an older person. So care managers benefit from a conservator or helping to map out the care of psychosocial and health care issues of older conservatees and what will be the cost of future care.

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

Why would financial planners work with a care manager?

 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, financial planners, and trust departments
  • The benefits and features GCM offers to wealth managers financial planners and trust departments
  • 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

 

Free Webinar

Filed Under: Aging Family, aging life business, Aging Life Care, aging life care manager, Aging Life Products, ALCA start-up business, Benefits of Geriatric Care Management, Benefits to Conservators, Benefits to Guardians, Black Aging Family, Black Entrepreneur, Black Entrepreneur RB, Black Entrepreneur RN, Black entrepreneurs, Black Geriatric Care Manager, Black geriatric care managers, Blog, Care Management Products, care management start-up, cash flow, Conservator, Conservators, Dysfunctional aging family, elder care manager, elder fiscal abuse, Elderlaw Attorney, entrepreneur, entrepreneur business, entrepreneur care manager, entrepreneur RN, FREE MARKETING WEBINAR, FREE WEBINAR, GC< working with a conservator, GCM Benefits, GCM Start -Up, GCM Webinar, GCM working with a conservator, GCM Working With Aging Family, Geriatric Care Management Business, geriatric care manager, Geriatric Care Manager, geriatric social worker, Guardian, Guardians, Legal Guardian, Marketing aging life care, marketing care management, marketing to concierge clients, marketing to conservators, marketing to guardians, marketing to the top 10$, nurse advocate, Start-up Marketing, Starting care management business, Third Party Referral, webinar Features vs Benefits Tagged With: aging family, Aging Life Care Association, aging life care manager, aging parent crisis, benefits of ALCA, Benefits of care management, Benefits Of Geriatric Care Managers, black american geriatric care managers, black american social workers, Black Entrepreneurs, Black geriatric care managers, Black Nurse Entrepreneurs, Black start-up geriatric care management, Black travel nurses, care manager, conservatorship, Features and Benefits, Features and Benefits of GCM, Features and Benefits of geriatric care management, geriatric care management, guardianship, markerting to conservators, marketing aging life or geriatric carre management, Marketing Care Management, marketing tactics, marketing to 3rd parties, marketing to guardians, marketing to trust officers, nurse advocate, nurse care manager

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

Starting an Aging Life Business- Should you Choose a Partnership ?

September 1, 2022

Should You Choose a Partnership to Start a Care Management Business?

Should you choose a partnership if you are starting an Aging Life or Geriatric Care Management business? Before you think of marketing your start-up, you need a legal entity. Business start-ups are not only tough but take a long, very specific to-do list. There are legal ways to start a business. Should you choose a partnership in the first place depends on market sizing and a competition survey. If it is a go you have to have a legal entity to operate in. One entity. Partnerships are like a marriage without sex. Should you go forward? What legal bucket fits your needs? What legal form fits your needs and is the least dangerous?

Partnerships- Good Bad or Ugly?

Should you choose a partnership? Forming a partnership can be good, bad, or ugly, like Janus the Greek God of doors, depending on the parties and circumstances involved. So open the right door

Should you choose a partnership?

Right Door to Partnership 

 Should you choose a partnership ?Partnerships are the simplest and least expensive of co-owned business arrangements. Additionally, businesses with multiple owners are more likely to survive longer than sole proprietorships, says Economist Brian Headd of the U.S. Small Business Administration

.

  • Partners share the cost of a start-up.
  • They share responsibilities and work.
  • They share business risks and expenses.
  • The complementary skills and additional contacts of each partner can lead to the achievement of greater financial results together.
  • Partners can offer mutual support and motivation.

Should you choose a partnership?

Wrong door to Partnership

  • Partners in a general partnership are jointly and individually liable for the business activities of the other. If your partner skips town, you’ll be liable for all the debts, not just half of them.
  • They share any profits.
  • You do not have total control over the business. Decisions are shared, and differences of opinion can lead to disagreements, one partner buying out the other one, or even a dissolution of the union.
  • The wrong partner can negatively affect your reputation.
  • A friendship may not survive a partnership. Keep in mind John D. Rockefeller’s famous words: “A friendship founded on business is a good deal better than a business founded on friendship.”
  • When things go wrong as in any new business if you blame each other you have no deep feelings for the person, like a marriage engenders and expresses in sex to help you make up

Should you choose a partnership?Before entering into a partnership, it would be best to first determine whether or not you are suitable for this type of arrangement and if so, to thoroughly investigate possible business partners.

This is an SBA example of a partnership agreement 

  • Find out more by subscribing to my YouTube channel from My Geriatric Care 1 Channel.

     

Filed Under: Aging, aging family crisis, aging life business, Aging Life Care, Aging Life Care Assocaition, aging life care manager, 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 geriatric care managers, Black RN, black RN care manager, black social worker, black travel nurse, Black Travel RN, Blog, Borderline narcissistic family, care management market sizing, care management start-up, care manager, case manager, elder care manager, GCM Start -Up, geriatric care manager, Geriatric Care Manager, geriatric care manager start up, geriatric social worker, nurse advocate, nurse care manager, Partnership, Webinar Tagged With: aging life care manager, care manager, case manager, eldercare manager, geriatric care manager, nurse care manager, start -up care management

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