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

Learn how to market to the wealth managers, who open the door to the top 5% of VIP Concierge Clients.

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• Care Managers Marketing to Wealth Managers” Learn to market to the wealth managers, who open the door to the top 5% of Concierge Clients.

Learn to market to the wealth managers, who open the door to the top 5% of Concierge Clients.

Learn how to market to the wealth managers, who open the door to the top 5% of  Concierge Clients. Wealth management banks are increasingly using geriatric care managers to serve their clients. They serve VIP concierge clients with assets over and above a million dollars and want to work with geriatric care managers to lighten their load and involve health and care management services. A care manager can handle the health care and psychosocial aspects while handling their area of expertise, such as financial management of clients’ assets.

When you market to wealth managers, you must 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:

• Collaborate to create a moving plan and execute it for clients who wish to move or need to move to a higher level of care while the wealth manager manages the assets to fund the move and sell assets as part of the move.
• Monitor the status of an older client and report back to the family and financial Adviser when a higher level of care is needed. At the same time, the wealth manager manages the assets to fund the increased care.
• Monitor weekly so problems do not become crises and are solved preventatively, and keep the wealth manager updated on all changes in care.

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  Learn to market to the wealth managers, who open the door to the top 5% of Concierge Clients.

• Organize community resources for clients to have the highest quality of health care and quality of life so the wealth manager is assured that the client’s health and well-being are being met with Concierge services and choices.
• Make clients feel engaged with a health and social services concierge who will help the trust offer guide them to the BEST care.
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• Sign Up for My Latest Free Webinar
• Care Managers Marketing to Wealth Managers
• ” Understand how to market to wealth managers, and you open the door to the top 5% of VIP Concierge Clients.
  As you deliver your gold-standard care management services, learn how to sell them to gatekeepers and clients who can pay privately for long periods. 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 May 21, 2-3:30 PM PacificUnderstand What you will learn
  • How to market to the wealth managers, who open the door to the top 5% of VIP Concierge Clients.
    Why market to wealth managers and trust departments
  • The benefits and features GCM offers to wealth managers
  • Who are the top wealth managers
  • How do you find them, set 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

   

  

   

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