Cathy Cress

Expert in Aging Life and Geriatric Care Management

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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

Last Day to Sign-up Webinar Wire Your Care Management Business for $$

July 4, 2022

CEO’s Pitch Their Products

 

Want to see care management software CEOs Pitch Their Products to you?

New Special Reduced offer on Classes for ALCA members

 

[Read more…]

Filed Under: Black Entrepreneur, Black Entrepreneur RB, Black Entrepreneur RN, Black entrepreneurs, Black Geriatric Care Manager, Black geriatric care managers, Black RN, Black Travel Nurses, Black Travel RN, Blog, care manager, Caretree, CEU, CEU's, database, Database for care manager, entrepreneur, entrepreneur business, entrepreneur care manager, entrepreneur RN, Features vs Benefits, FREE MARKETING WEBINAR, FREE WEBINAR, GCM Disaster Plan, GCM Marketing skills, iHealthHome, Jewel Code, Make the Sale, Marketing features and benefits, Marketing Strategy, marketing to wealth managers, Marketing Videos, nurse advocate, nurse care manager, SEO, SEO for care managers, SEO for geriatric care managers, social media marketing campaign, Software for care managers, Software for geriatric Care Managers, Technology for care managers, technology for GCM, Technology for Geriatric Care Managers, Technology for seniors, Videos for marketing, VIP marketing, VIP Marketing Plan, VIP Products, VIPS markeing, Webinar, Webinar care managers, Webinar Concierge Clients, Webinar data base, webinar Features vs Benefits, Webinar GCM Software, Webinar SEO, webinar Technology

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

 

 

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 of Care Management, 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, Concierge aging clients, Concierge Care Manager, Concierge caregivers, Concierge Client, concierge clients, Concierge Geriatric Care Manager, Concierge Physican, Concierge Products, Concierge Senior, Conservator, entrepreneur, entrepreneur business, entrepreneur care manager, Families, FREE MARKETING WEBINAR, FREE WEBINAR, GCM working with a conservator, GCM Working With Aging Family, GCM WORKING WITH VIP CLIENT, Geriatric Care Management Business, Geriatric Care Manager, geriatric care manager, geriatric care manager start up, geriatric social worker, HOT MAPPY, Long Distance Care, Long distance caregiver, long distance caregiver burnout, Make the Sale, marketing, marketing ALCA /GCM, marketing care management, Marketing features and benefits, marketing geriatric care management, Marketing Plan for Concierge Clients, Marketing Strategy, marketing to concierge clients, marketing to conservators, marketing to edlerlaw attorneys, marketing to guardians, marketing to long distance adult children, marketing to the top 10$, marketing to trust officers, marketing to wealth managers, nurse advocate, nurse care manager, PPE fot caregivers, Profit, PROFIT FROM VIP CONCIERGE CLIENTS, profit in ALCA, PROFITABLE LONG DISTANCE CLIENTS, Public Relations, Sales in geriatric care management, SIGN-UP VIP CLIENTS, Starting care management business, VIP Benefits, VIP CONCIERGE CLIENTS, Wealth Management Departments, Webinar, Webinar ALCA GCM, webinar Features vs Benefits Tagged With: adult children of borderline narcissistic VIP families, adult children of VIP parents, Aging Concierge client, aging family, aging life care manager, aging parent care, aging parent crisis, ALCA Concierge Clients, BENEIFITS VIP CLIENTS, Black, black american geriatric care managers, black american social workers, Black Nurse Entrepreneurs, Black RN's, Black travel nurses, care manager, case manager, Concierge, concierge adult child burn out, Concierge Care Manager, Dysfunctional VIP Family, free webinar, Free webinar marketing, geriatric care manager, Home care marketing, Long Distance Careproviders, Marketing Care Management, marketing skills, nurse advocate, nurse care manager, profitable ALCA business, profitable Geriatric Care Manager Business, Profitable VIP Clients, VIP Marketing

Does a VIP Marketing Sales Plan and Transform Your Bottom Line?

May 11, 2022

 

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

Free Webinar Finding VIP Clients Above

You need a Marketing and Sales Plan to find VIP Concierge Clients. Transform your agency into a profitable service 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 steller selling point to potential GCM  clients who are in the top 10% income brackets.

Upper 10% Can Afford You Because Medicare Sadly 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 To The Concierge Client

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 there to 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 in your services.   

 

Join me in my newest FREE Webinar

 

Free Webinar on Finding Concierge Clients

 How to Find Concierge Clients 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
  • Why Long-Distance Care Providers are Concierge Clients
  • Who Are the 5 categories of VIP/Concierge Clients? 
  • Sales Using Benefits Not Features to ALCA -GCM 3rd PARTIES
  • Understand how to find VIP Concierge Clients By 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

 

 

REGISTER NOW

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

 

 

Find Out more about Long Distance Care Providers on my Youtube playlist

 

 

       

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

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