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

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

February 16, 2022

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

What Make’s 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 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 both 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 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 how you keep the client’s health care stable so the client is not calling the 3rd party.

The second benefit updating the third parties on a regular basis. The benefits you bring to the 3rd party and their aging client is communication so the 3rd party always knows the status of the client. This can be through texts, email, phone calls, 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: March 15 2022
2 PM-3:30 PM PST
                                                 Learn
 

A feature is a fact 

A benefit tells customers 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 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

 

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, 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

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

The 2 Deadliest US Sites of COVID-19 Nursing Homes & Prisons

May 2, 2020

PRISON INMATES AND NURSING HOME PATIENTS NOT  6FT APART – 6 FEET UNDER

70% of inmates in federal prisons have COVID-19.  In Kansas, the Lansing Correctional Facility had a riot of inmates over COVID-19 lack of care or protection  It took the rebellion to get the coronavirus testing PPE and care. The  Bureau of Prisons in Kansas confirmed finally that 79 staff have coronavirus and 88 prisons and prisoners dead.   

Older residents in nursing homes cannot rebel like prisoners. Many can’t even walk. The Atlantic Magazine just published an article, We are Killing Elders Now. The writer states “In at least six states, these fatalities account for half of all COVID-19 deaths, and according to the World Health Organization, half of all coronavirus fatalities in Europe have been traced to nursing homes too. Some of this mortality is linked to long-term-care facilities that are shoddily run or that violate health standards. But most of them are doing the best they can with what they have. And they don’t have much”.

KAISER FOUNDATION NURSING HOME STAFFING AND USE OF PPE NOT REQUIRED IN MOST STATES

Kaiser reports -Staff Screening. It is more common for states to recommend rather than require daily screening of staff for illness in NFs (24 states recommend, 16 states + DC require)

Use of PPE. More states recommend (23 states) than require (7 states + DC) staff to use PPE

 Two States that require testing for coronavirus of ALL  residents of nursing homes are  Maryland where 556 have died as of the Washington Post article. and Tennessee 

THE FEDS HAVE NO CMS FEDERAL GUIDELINES OR REPORTING

We have no federal guidelines for safety testing according to an article by the Kaiser Foundation

It is now estimated that 16,000 deaths have occurred in nursing homes and that is without the federal government revealing any numbers and not making available any testing. But the numbers are probably huge- if we could just do testing. 

CMS announced it would have a meeting of a “panel” of experts “ sometime at the end of May”. After probably 20,000 older people died and the feds did nothing this shows their sense of urgency about this pandemic’s national “elder cleansing”.

WHAT CONNECTS PRISONS AND NURSING HOMES – CONCENTRATION CAMPS

So, what is the connection between the viral spread of COVID-19 in nursing homes and prisons- 6 feet ? Prisoners and residents, in nursing homes, and prisons cannot social distance. Jails and prisons have human beings crammed together with no choice. Nursing homes have 2 beds or if you are on Medicaid three to a room. Neither group has a choice to social distance. They are ” concentrated” as in concentration camps or death camps.

Do SOMETHING – HELP NURSING HOMES PREVENT MORE CARNAGE

So, as someone who has spent her career in aging, I am calling out to everyone, especially professional in aging – do something. Since the feds appear to be doing little- call your congressman, write a letter to the editor.

BE KIND LIKE RACHEL MADDOW REPORTS LA JEWISH HOME LA WAS

Rachel Maddow suggests calling your local nursing homes and see what they need. Be kind like the LA Jewish Home was to a smaller nursing home LA Brier Oaks. They wanted to test their residents and had no tests and the larger LA Jewish Home had tests and shared them with the smaller as a good neighbor. What they found was ravaging but it also showed caring and generosity. Care and be generous and show the helpless elders in nursing homes in your town you are opposed to -nursing home being prisons or concentration camps.

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Response To Covid-19, geriatric care manager, nurse advocate, nurse care manager, nursing home deaths, nursing home saftey, Prison death

How Can Geriatric Care Managers Can Contract With Wealth Management Dept. of Banks ?

March 18, 2020

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

How do you open the door to Trust Departments, to serve their wealthy clients? 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 they handle their area of expertise, financial management of the client’s assets.

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

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

 

  • Do In-depth assessment initial of aging clients health and psychosocial status
  • Assess the client’s level of competency to make financial decisions.
  • Collaborate to create a long-term care plan for clients who wish to stay at home and TO needs to plan 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 not become a crisis and are solved preventatively
  • 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 elder with dysfunctional families
  • Find out more about contracting with VIP third parties and clients

  • Free Webinar-Sales and Marketing to Find the VIP Concierge Client

    March 31, 2020 -2PM -3:30 PM PST

    Concierge Clients are the only way a GCM or ALCA care manager can make a profit and have their business thrive. Find out who are they, how you find them, design GCM Products they will purchase, and create a marketing plan and gold standard services to have them sign your contract and use your services long term

    Learn

    Who They Are- 4 Types                             

    How to Locate them in your service area

    How to create a strategic marketing plan to sell to them

    How to Develop Gold Standard GCM Products and Services

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Filed Under: Aging, Aging Family, aging life business, Aging Life Care, Aging Life Care Assocaition, aging life care manager, Aging therapist, ALCA sales, Benefits of Geriatric Care Management, Blog, care management start-up, care manager, case manager, Concierge aging clients, concierge clients, Concierge Senior, elder care manager, Families, FREE MARKETING WEBINAR, FREE WEBINAR, GCM Start -Up, Geriatric Care Management Business, Geriatric Care Manager, geriatric social worker, Marketing aging life care, marketing ALCA /GCM, marketing care management, Marketing plan, marketing to upper 10%, marketing to wealth managers, nurse advocate, nurse care manager, Sales in geriatric care management, Trust Departments, Trust Officer, Wealth Management Departments, Wealth Managers, Webinar Tagged With: aging family, aging life care manager, aging parent care, care manager, case manager, Concierge Care management, eldercare manager, geriatric care manager, nurse advocate, nurse care manager, Wealth Management Banks

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