What makes 3rd Parties Like Wealth Managers Refer to Care Managers?
Do you want to sell to wealth managers? Why would third parties like wealth managers trust officers, sell to GCM or ALCA by referring clients to a care manager 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.
Clients in the upper 5% of income will call you because their wealth manager or bank trust officers referred them. But the wealth manager needs to know what benefits you offer 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 for your business. because these clients can pay privately for many years with their mammoth incomes and investment. You have to deliver what benefit you promises sell Benefits, not Features to Wealth Managers to Grow Your$ Bottom Line
Sell benefits not features to wealth managers is a key to great marketing. Do you know how you do that? When you market Geriatric care management, what makes the final sale 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 or bank trust Departments, by understanding the benefits geriatric care management brings to them 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 5% 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 by 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 sell. 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 by 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 Examples of benefits highly screened and trained care providers, dressed in whites, private drivers, private chefs, car services, exclusive golf clubs for seniors, and recreation that caters to entitled older clients, that meet upscale wealth management & bank trust clients expectations of what they get their status –Benefit – the wealth manager will be assured that his high-end clients get 4 seasons recreational and gold standard private services they prefer and many times demand.
Sell Benefits Not Features
You sell 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 carry out their own financial management role ( they are not trained for health care or managing dysfunctional families or services the VIP need) so they can comfortably manage money and you will solve the declining health and dysfunctional family issues that wealthy difficult families are plagued with and wealth managers really not not like at all and have no background to deliver
Sign -Up for Long-Term Entitled Clients in the 5% Financially
You sign -up long-term entitled clients from the top financial 5%, 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 healthcare 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
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: July 20 2023
2 PM-3:30 PM PST
Learn
A feature is a fact
A benefit tells customers the 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
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