Managing ENTITLED CLIENTS

Managing entitled clients is something every care manager needs to do skillfully. How Do You deliver and serve long-term clients from the top 10% financially- who can offer sustainable financial growth to your Aging Life or GCM company? Then how do you manage these difficult clients who are often referred by wealth managers? 

You offer superior professional  Gold Standard Concierge Service to Clients and the Family- Care they demand and their wealth managers expect

 You offer preventative care to avoid crises and chaos that can they often enjoy -Helping Keep Clients Out of E rooms and nursing homes and keep them at home where they wish to be and you from losing the case.

You write or rewrite your business plan that has a value proposition in your marketing plan to reach your target markets to concierge clients in the upper 10% and the third parties who in many cases serve them as well like  wealth managers  

10 CARE AND FEEDING TIPS TO KEEP ENTITLED CLIENTS LONG TERM 

1. Deliver gold standard concierge service
2. Offer confidential services that clients and families can trust
3. Do not have the VIP syndrome  with these sometimes famous clients
4. Serve the whole aging family where adult children are entitled and difficult as well.
5. Provide a GPS through health care needs so that the best care is delivered seamlessly
6. Have a full GCM toolbox and know all community resources –to change tools as client change and age safely in place
7. Refer or provide skilled background-checked home care aides who meet the need of entitled clients
8. Be willing and skilled enough to accept difficult entitled clients who are narcissistic, demanding, and unreasonable like Donald Trump, Sumner Redstone, Huguette Clark 
9. Have someone on your staff who has a clinical background in dysfunctional aging families, and psychodynamic diagnosis, and understands undue influence 
10. Have upscale resources in your resource database like private drivers, private chefs, car services, upscale golf clubs that cater to older clients, and upscale assisted living

FREE Webinar

Sign Up for My Latest Free Webinar

Care Managers Marketing to Wealth Managers”

When September 27^th 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 27^th 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