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.

SIGN UP ENTITLED CLIENTS

You sell GCM or ALCA to wealth managers through benefits, not features. Though wealth managers you sign -up long-term entitled clients from the top 10% financially-the demographic who can afford geriatric care management in cash plus more expensive home care. You then offer long-term sustainable financial growth to your Aging Life or GCM company.

 Market Wealth Managers VIP Benefits

 You market to a wealth manager through gaining trust by offering the benefit of superior professional  Gold Standard Concierge Service to Client and Family- Care that the wealth manager and entitled client demand.

But your most compelling sales message to a wealth manager,trust department, or any 3rd party is not that you have something wonderful to sell1 It is ” I understand what you need and what will benefit you.”

Sell Wealth Managers VIP Benefits

You sell GCM or ALCA to wealth managers or trust departments of banks through the VIP benefits through using the benefits a GCM or ALCA member brings to these third parties.

You sell GCM or ALCA to wealth managers through the VIP benefits – High-End Services

You sign -up long-term entitled clients from the financial top 10% – by offering the Benefit of high-end services from your resource databases Examambles are private drivers, private chefs, car services, exclusive golf clubs and recreation that cater to entitled older clients, and upscale trust clients expectations of their status –Benefit – the wealth manager will be assured that his high-end clients get the recreational and private services they prefer and many times demand.

Sell Benefits Not Features

You sell benefits not features to wealth managers through the VIP benefits that you bring, and your professional skill in working with their difficult entitled clients who can be narcissistic, demanding, and unreasonable. The Benefit to the wealth manager is they can do what they do in their own role (and not what they are not trained for health care)= manage money and you will solve the health dysfunctional family issues that wealthy difficult families are plagued with.

Entitled Demanding Trust client you can serve

Sign -Up for Long-Term Entitled Clients in the 10% Financially

You sign -up long-term entitled clients from the top  finanger10%, managed by trust offers, by regularly monitoring the status of an older client and reporting back to the financial advisors when a change in care needs or level of care is needed. The  Benefit  the wealth manager can work with her client’s financial needs and you, a professional care manager will  inform the trust officer about any health and psychosocial needs so  aging problems do not become a crisis and are solved preventatively

Wealth Managers VIP Benefits

You sell GCM or ALCA to wealth managers through the VIP benefits that you bring through your skill in organizing community resources for clients who demand they have the highest quality VIP health care and quality of life. The  Benefit  is the wealth  manager can be assured that gold standard high-quality health care  services in the community will be used to  meet her client’s needs and reflect their preferences  as she ages

Benefit You are a Personal Concierge

You sign -up long-term entitled clients from the top 10% financially by making  clients feel engaged with you a ” personal ”  concierge who works with them 1-1 individually and understand their exclusive needs -The  Benefit  to the entitled trust client is they feel that they have a private concierge who will serve them personally,  finding the best, VIP care, they believe they deserve

Free Webinar

Last Day to 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 tomorrow 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, 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

Interview with GCM Margaret Stolzfus who works with Financial Managers – what they want in a GCM

GET Free VIP WHITE PAPER to Learn the Language to Use in copy With VIP Clients

VIP White Papar

Do You Know The Best Phrases To Attract VIP Care Management Clients? Click Here for FREE Download!

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

 

https://cathycress.com/vip-concierge-care-management/

 

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