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.

[Read more…]

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

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

Who Are the Entitled Concierge Clients Who Can Afford Long Term Care?

April 25, 2022

Are you aware of the entitlement of the family? Entitlement is present in five types of these rich and famous families aging families who can afford care management, home care, and long-term care because they have vast financial resources. Part of this is drawn from Claudia Fine and Nick Newcombe’s excellent chapter ” Entitlement in the Aging Family”, Care Managers Working With the Aging Family, Jones and Bartlett)

 

 Rich and Famous-Entitled Families:

These types of aging families, who can afford care management and home care, are identified by the aging parents’ socioeconomic, financial, and political prominence.  ( example President Reagan)They are families in which all basic needs, services, resources, and creature comforts are obtained via income, assets, and abundant discretionary cash flow. Or they spring from the political position, station, or power.  The entitlement of the family is passed from the parent to the child, like a virus, who in turn brings these behaviors and actions to the caregiving milieu and care management relationship. 

Entitlement of the Family That is Rich and Famous

In these rich and famous clans, the entitlement of the family arises from being accustomed to purchasing everything and anything.  They look to pay others to meet their needs (as opposed to families who must themselves find and orchestrate ways to meet basic and complex needs themselves or with the help of the extra-familial system).  Often these families have household staff, i.e., nannies, butlers, drivers, private pilots, cooks, and maids.  They may have available to the business and family lawyers and accountants, as well as, teams of medical professionals and concierge physicians.  Consequently, in almost all situations they are uninvolved in processes of serving their own needs, especially those that are difficult, stressful, and time-consuming.  ( Fine and Newcombe- Entitlement in the Aging Family, Care Managers Working With the Aging Family)

Join me in my newest FREE Webinar

 

How to Find These Rich and Famous Families Who Can Afford You

 

WHEN  Tuesday, May 17th, 2022

WHAT TIME_2 PM-3:30 PM Pacific Standard Time

What we will cover

  • Why only the top 10% can afford private pay care management.
  • Who Are the 5 types of VIP/Concierge Clients? 
  • VIP 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

SIGN UP

Rich and Famous.

 

 

REGISTER NOW

families who can afford care management

 

entitlement of the family

After registering, you will receive a confirmation email containing information about joining the webinar.

 

 

 

 

 

 

 

 

 

 

 

Filed Under: Aging, Aging Life Care Assocaition, aging life care manager, Aging therapist, ALCA Concierge, Black Entrepreneur RN, Black RN, Black Travel RN, Concierge aging clients, Concierge Care Manager, Concierge Client, Concierge Geriatric Care Manager, Concierge Marketing, Concierge Senior, elder care manager, Entited Family, entrepreneur RN, Families, FREE MARKETING WEBINAR, FREE WEBINAR, Geriatric Assessment, Geriatric Care Management Business, geriatric care manager, geriatric social worker, home care, marketing care management, marketing to concierge clients, marketing to the top 10$, marketing to wealth managers, Narcissistic Personality, nurse advocate, nurse care manager, Rich and Famous Entitled Family, Symptoms Dysfunctional Family, VIP Aging Client, VIP Clients, VIP marketing, VIP Marketing Plan, VIP Products, Wealth Managers, Webinar, Webinar ALCA GCM Tagged With: adult children of concierge parents, adult children of VIP parents, Aging Concierge client, aging family, aging life care manager, aging parent care, aging parent crisis, ALCA Concierge Clients, Black Entrepreneurs, Black Nurse Entrepreneurs, care manager, Care Managers Working with the Aging Family, case manager, Certified Senior Advisors, Claudia Fine, Concierge Care management, Concierge Care Manager, Concierge Client Sales, Concierge Geriatric care manager, Dysfunctional Concierge Family, Dysfunctional VIP Family, dysfuntional family, entrepreneur RN, Free Webinar geriatric care management, Free webinar marketing, Free webinar sales, geriatric care manager, Nick Newcombe, nurse advocates, nurse care manager, nurse entrepreneur, Nurse Entrepreneur Network, Nurse Entrepreneurs, Travel Nurses, Traveling RN's, VIP clients, Webinar VIP Clients, well heeled seniors, Working With Dysfunctional family

GET READY FOR THE HOLIDAY RUSH – Learn Technology to get new clients

October 21, 2021

Family participates in a traditional Passover seder

SIGN UP FOR MY HOLIDAY WEBINAR –

 

Get Ready for the Holiday Rush

Tuesday November 16th, 2021, FROM 2 PM – 3:30 PM PST

 

SIGN UP FOR MY FREE HOLIDAY WEBINAR

GET READY FOR THE HOLIDAY RUSH

Sign Up 

November 16th @2PM-3:30 Pacific Time

Learn How

  • 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
  • Pre-Holiday Social media campaigns to reach worried caregivers
  • Pre- Holiday-Materials about the warning signs that a parent needs help 
  • Pre-Holiday Technology to help you move people from discovery to signing on the dotted line
  • CLICK HERE TO REGISTER 
  • Position Your Agency ahead of Care Managers who do not have great preholiday 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 Speakers

 Cathy Cress MSW author of the Handbook of Geriatric Care Management

 Natasha Beauchamp- MSc, Webmaster and Research    Scientist at Elder Pages Online, LLC

 

THIS FREE WEBINAR IS Tuesday November 16th, 2021, FROM 2 PM – 3:30 PM PST

 

 

 

Free Webinar Button, Badge, icon, logo. Vector stock illustration.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Filed Under: 3rd party targets, adult child pain-point, Aging, aging family crisis, Aging Life Care, Aging Life Care Assocaition, aging life care manager, ALCA Financial literacy, ALCA Public Relations, ALCA sales, Black Entrepreneur, Black Entrepreneur RB, Black Entrepreneur RN, Black Geriatric Care Manager, Black RN, Black Travel RN, care manager, caregiver pain- point, case manager, Concierge aging clients, elder care manager, Families, FREE MARKETING WEBINAR, FREE WEBINAR, GCM bankruptcy, GCM Ethical Dilemma, GCM financial literacy, GCM Public Relations, GCM Sales, GCM Webinar, Geriatric Care Management Business, geriatric care manager, Geriatric Care Manager, LOSING CLients TO COVID, Marketing aging life care, marketing ALCA /GCM, marketing care management, marketing geriatric care management, marketing pitch, marketing to concierge clients, marketing to the top 10$, Marketing to top 10%, nurse advocate, nurse care manager, Private Duty Home Care, Public Relations, Sales, Sales ALCA, Sales in geriatric care management, VIP marketing, Wealth Managers, Webinar, Webinar ALCA GCM Tagged With: 4 Seasons products for pain, Adult Child Pain, adult child parent pain, adult children of concierge parents, aging family, aging family pain, aging life care manager, aging life or geriatric care marketing plan, aging parent crisis, care management intake, care manager, Care Manager as Pain reliever, care manager marketing, caregiver pain, case manager, Concierge Care management, Concierge Client, Covid Budget deficit, geriatric care manager, geriatric social worker, intake pain point, Marketing to Concierge Clients, nurse advocate, nurse case manager, nurse navigator, Rich and Famous, social work care manager, Traveling RN's, Upper 10%, VIP clients, webinar concierge care, Webinar VIP Clients

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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