Cathy Cress

Expert in Aging Life and Geriatric Care Management

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Sign up for My Free Webinar -Marketing to Wealth Managers

August 22, 2022

 

 

Sign-Up for this free webinar 

Care Managers Marketing to Wealth Managers

When September 27 ,2-3:30 PM Pacific

Wealth management banks are increasingly using geriatric care managers to serve their clients. 

Sign-up for my free webinar -marketing to wealth managers. 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 a client’s assets.

Join me  for my free webinar -marketing to wealth managers

When you market to wealth managers, you have to show them the benefits of using a geriatric care manager.

 

 Examples of Benefits to wealth manager

  • As an expert in care manager, we do an in-depth assessment initial of aging clients’ health and psychosocial status while wealth manager oversees client’s money
  • As an expert in measuring mental capacity, we assess the client’s level of competency to make financial decisions so the wealth manager can gauge whether the client can make their own financial decisions
  • As an expert in assessing the right level of care, we collaborate to create a long-term care plan for clients who wish to stay at home as the wealth manager plans accordingly for the cost of care.

Sign Up for my Free Webinar on Wealth Managers Who Open the door to VIP 5% Clients 

Care Managers Marketing to Wealth Managers

Sign up for my free webinar -marketing to wealth managers, the target that will open the door to the top 5% of VIP Concierge Clients for care managers. 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 27 ,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 & wealth managers– what they want in a GCM

 

Sign-Up for this free webinar 

 

Join me in my new webinar -marketing to wealth managers

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 FreeWebinar on How Wealth  Managers  Give you VIP Concierge Clients Who Can Pay Long-Term

 

 

 

 

 

 

 

 

 

 

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, FREE MARKETING WEBINAR, FREE WEBINAR, GCM Marketing skills, GCM Working With Aging Family, GCM WORKING WITH VIP CLIENT, Geriatric Care Management Business, geriatric care manager, Geriatric Care Manager, Marketing Plan for Concierge Clients, marketing to trust officers, marketing to wealth managers, nurse advocate, nurse care manager, Wealth Management Departments, Wealth Managers, 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

Last Day Sign-up Free Webinar -Find Concierge Clients Who Can Afford You

May 16, 2022

Sign Up for My New Free Webinar: Learn How to Find Concierge Clients Who Can Afford You 

SIGN UP FOR MY NEW FREE WEBINAR 

Last Day to Sign -up- Register Before Webinar Closes- Few Spots Left

 

Sign up for my free webinar

 

 

 

 

 

How to Find Concierge Clients Who Can Afford You

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

When: May 17 2022
2 PM-3:30 PM PST

How to Find Concierge Clients Who Can Afford You

Sign Up for My New Free Webinar: Learn How to Find Concierge Clients Who Can Afford You

YOU WILL LEARN

How to Find Concierge Clients Who Can Afford You

  • Why only the top 10% can afford private pay care management.
  • Who Are the 5 types of VIP/Concierge Clients? 
  • Why Long-Distance Family Caregiver’s family are VIP Clients
  • Sales Using Benefits Not Features to ALCA -GCM 3rd PARTIES
  • Understand how to find VIP Concierge Clients Do hot mapping & Market Studies
  • How to Use Free Public Relations ( PR) to Find Adult Children of VIP Clients
  • How to create or revise a Concierge Geriatric Care Management Strategic Marketing Plan

 

Even if you cannot attend you will get the recording of the webinar the next day if you sign up for my free webinar 

SIGN UP For My  New Free Webinar and Get One-time Low price offers 

Presented by the Author of the Handbook of Geriatric Care Management

The Handbook of Geriatric Care Management is called the bible of geriatric care management. It has been available since 1989 and is used as a textbook in gerontology classes all over the US. Asia and Europe.  The Fourth Edition is a comprehensive guide for geriatric care managers (GCMs) to help define duties and procedures for planning and care monitoring.The 5th edition is planned It is available from Jones and Bartlett

 

 

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Last Day Sign up Free Webinar Sell Benefits not Features Care Management

March 14, 2022

SIGN UP FOR MY FREE WEBINAR

Last Day to Sign -up- Register Before Webinar Closes- Few Spots Left

Sign up for my free webinar

 

Features vs Benefits?

Sell Benefits not Features &Grow Your$ Bottom Line

 

Sign up for my free webinar Sell benefits not features

 

 

 

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

When: March 15 2022
2 PM-3:30 PM PST

A feature is a fact                                                     

A benefit tells customers advantages of those facts

 

 

 

 

Sign up for my free webinar You will to Sell Learn Features not Benefits

Sign up for my free webinar

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 Benefits make 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 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 for my free webinar

What Benefits make your sale

 

 

 

 

SIGN UP For My Free Webinar And Take of One-time Low price offers of Classes

 

 

So, selling the benefits to the third party, who will refer your agency to families of residents who are struggling, is a much more potent selling point than features of your agency.  

Presented by the Author of the Handbook of Geriatric Care Management

Handbook of Geriatric Care Management is called the bible of geriatric care management, The Fourth Edition is a comprehensive guide for geriatric care managers (GCMs) to help define duties and procedures for planning and care monitoring.It is available from Jones and Bartlett

 

 

Filed Under: 5th Edition GCM Operations Manual, Aging, aging life business, Aging Life Care, aging life care manager, Aging Life Products, ALCA Business Skills, ALCA Marketing, Benefit of Assisted Living, Benefits, Benefits & Assisted Living, Benefits of ALCA to Hospice, Benefits of Care Management, Benefits of Care Management to Hospice, Benefits of Geriatric Care Management, Benefits of Geriatric Care Management Software, Benefits to Conservators, Benefits to ElderLaw, Benefits to Guardians, Benefits to Third Parties, Benefits to Trusts, Benefits vs Features, Benifits & Assisted Living, Black Aging Family, Black Entrepreneur, Black Entrepreneur RB, Black Entrepreneur RN, Black entrepreneurs, Black Geriatric Care Manager, Black geriatric care managers, Black History Month, Black RN, Black Travel Nurses, Black Travel RN, Blog, care management start-up, CEU's NACCM, Close The Sale, Closing a GCM Sale, Closing a sale, Concierge Marketing, Concierge Physican, Conservator, entrepreneur, entrepreneur business, entrepreneur care manager, Families, FREE MARKETING WEBINAR, FREE WEBINAR, GCM working with a conservator, GCM Working With Aging Family, Geriatric Care Management Business, Geriatric Care Manager, geriatric care manager, geriatric care manager start up, geriatric social worker, Make the Sale, marketing, marketing ALCA /GCM, marketing care management, Marketing features and benefits, marketing geriatric care management, Marketing Strategy, marketing to concierge clients, marketing to conservators, marketing to edlerlaw attorneys, marketing to guardians, marketing to long distance adult children, marketing to trust officers, marketing to wealth managers, nurse advocate, nurse care manager, Starting care management business, VIP Benefits, Wealth Management Departments, Webinar, Webinar ALCA GCM, webinar Features vs Benefits Tagged With: aging family, aging life care manager, aging parent care, aging parent crisis, Benefits, Benefits Care Managers, Benefits of Care Managers To Hospice, Benefits Of Geriatric Care Managers, benefits to 3rd parties, Benefits vs Features, Black, black american geriatric care managers, black american social workers, Black Nurse Entrepreneurs, Black RN's, Black travel nurses, care manager, case manager, Features and Benefits of GCM, Features and Benefits of geriatric care management, free webinar, Free webinar marketing, geriatric care manager, Home care marketing, Marketing Benefits, Marketing Care Management, marketing skills, nurse advocate, nurse care manager

SIGN UP FOR MY New FREE WEBINAR- Sell Benefits of Care Management 

March 9, 2022

SIGN UP FOR MY FREE WEBINAR

7 Days left to Sign -up- register Before Webinar Closes- Few Spots Left

Sign up for my free webinar

 

Features vs Benefits?

Sell Benefits not Features &Grow Your$ Bottom Line

 

What Benefits Make your Sale

 

 

 

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

When: March 15 2022
2 PM-3:30 PM PST

A feature is a fact                                                     

A benefit tells customers advantages of those facts

 

 

 

 

Sign up for my free webinar You will Learn Features vs Benefits

woman-with-money-at-computer-shutterstock-510px.jpgHow 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 Benefits make 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 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 for my free webinar

What Benefits make your sale

 

 

 

 

SIGN UP For My Free Webinar And Take of One-time Low price offers of Classes

 

 

So, selling the benefits to the third party, who will refer your agency to families of residents who are struggling, is a much more potent selling point than features of your agency.  

Presented by the Author of the Handbook of Geriatric Care Management

Handbook of Geriatric Care Management is called the bible of geriatric care management, The Fourth Edition is a comprehensive guide for geriatric care managers (GCMs) to help define duties and procedures for planning and care monitoring.It is available from Jones and Bartlett

 

 

Find out more about the Aging Life Association Now 

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What GCM Benefits to Offer Wealth Management – Trust Departments?

June 21, 2021

Signing Up ENTITLED CLIENTS

Selling your care management services to wealthy clients who can afford you means marketing your  benefits and features to third parties like

Trust officers or wealth managers, who will make referrals of these key client.

But your most compelling sales message to a trust department or any 3rd party is not that you have something wonderful to sell, but rather “I understand what you need and what will benefit you as a wealth manager or trust officer.”

You sell GCM or ALCA to wealth managers through the VIP benefits you bring them with the Benefit method…

You offer the trust officer the benefits of  high-end services from your resource databases like private drivers, private chefs, car services, exclusive golf clubs and recreation that  his or her private trust clients want. You explain to the wealth manager this Benefit so the wealth manager will be assured you know what his high-end clients prefer for services (and will take this off their plate)!

The Trust officer or wealth manager benefits from your skills in working with difficult entitled clients who can be narcissistic, demanding and unreasonable. The Benefit to the wealth manager is that is taken off their plate so he or she can do what she does  best…manage money. 

 

  • The Trust officer or wealth manager benefits from your skill of regularly monitoring  the health and psychosocial status of the older client, and report back to the financial advisors when a change in care needs or level of care is needed. The Trust officer or wealth manager benefits from your skills in referring to the very top  medical and psychological 3rd parties for clients so have the highest quality VIP health care and quality of life. The Benefit is a wealth manager can tap your list of gold standard services in the community, and not have to find them or his own.
  • The Trust officer or wealth manager benefits from your skills in  working with her concierge clients individually –The Benefit is the entitled trust client feel that they have a 1-1 personal concierge who will serve them individually in finding the best, VIP care, they feel they deserve

Join me in my newest FREE Webinar

Sales – PR & Marketing to Find the VIP Client

When: Thursday, July 15th

Time: 2:00 PM – 3:30 PM PST

SIGN UP

You Will Learn…

  • How to Sell Benefits (Not Features) to 5 Professional ALCA – GCM 3rd Parties
  • Who Are the 4 types of VIP Client?
  • How to find VIP Concierge Clients Do hot mapping & Market Studies
  • How to create or revise a Concierge Geriatric Care Management Strategic Marketing Plan
  • How to Use Free PR to Use to Find Adult Children of VIP Clients

REGISTER NOW

 

 

 

 

 

 

 

 

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$, Marketing to top 10%, marketing to trust officers, marketing to wealth managers, Narcissistic Personality, nurse advocate, nurse care manager, Third Party Referral, Trust Departments, Trust Officer, 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, care manager, Conceirge, Concierge Client Sales, dysfunctional aging family, Entitled Family, marketing to trust officers, marketing to wealth manager, Narcissism, Narcissistic Personality, nurse advocate, nurse care manager, reaching top 10% elder, trust officer, Wealth Management Banks, wealthy clients

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