Sign Up for My Latest Free Webinar
Care Managers Marketing to Wealth Managers”
When September 27th 2-3:30 PM Pacific
Marketing to Wealth Managers is crucial to Care Managers. Trust or Wealth managers serve the VIP client in the upper 5 or 10%. Banks with Wealth management services are increasingly using geriatric care managers to serve their clients. VIP elders can afford you long-term having enough assets to pay privately. Medicare does not cover care management or long-term care so these are a care manager’s optimal clients
JP Morgan Private Bank, UBS Wealth, Charles Schwab, PNC, and Trust Trust Private Wealth are trust departments turned into wealth managers are anong the over 40 wealth manager who could partner with care managers. Wealth Managers serve Concierge clients with assets over and above a million dollars and want to work with geriatric care managers to lighten their own load. A care manager can handle the health care and psychosocial while their handle their area of expertise, financial management of a client’s assets.
Marketing to wealth managers, means you have to show them the benefit of using a geriatric care manager, showing them the benefit of using you or what is in it for them to use your services.
Show them the BENEFIT of your GCM Service to the wealth manager including you as a geriatric care manager will:
- Do an In-depth assessment initial of aging clients’ health and psychosocial status while the wealth manager manages investments
- Assess the client’s level of competency to make financial decisions so the wealth manager can gauge whether the client can manage their own money
- Collaborate to create a long-term care plan for clients who wish to stay at home as wealth manager plans accordingly for the cost of care.
- Collaborate to create a long-term care plan for clients who wish to move or need to move to a higher level of care
- access community resources for their parent’s care.
- Monitor the status of an older client and report back to the family and financial
- Advise when a higher level of care is needed
- Monitor weekly so problems do not become a crisis and are solved preventatively, reducing calls and problems with the client’s care that the trust officer must deal with.
- Organize community resources for clients so have the highest quality of healthcare and quality of life
- Make clients feel engaged with a health and social services concierge who will help the trust offer guide them to the BEST care.
- Make sure the wealth manager knows a professional geriatric care manager is:
- visiting/monitoring
- Advocating for the clients
- sending a monthly report on the client’s health/social situation
- Emailing reports and updates on client
- delivering prevention rather than crisis management
- Managing clients with mental health problems
- Managing adult siblings who disrupt older clients’ care through sibling fights
- Managing dysfunctional families
- Facilitating family meetings to come to an agreement about care for an elder with dysfunctional families
For help in setting up a Concierge Care Management Service and Marketing to clients that will refer to you sign up for my 1 hour
Want to make serve concierge clients and families that will make your business profitable?
Care Managers Marketing to Wealth Managers”
When September 27th 2-3:30 PM Pacific
Learn how 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 clinets 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, set up a meeting, what to bring, what to present with the perfect pitch
Interview with GCM Patrice Harrison who works with many wealth managers
Learn these 5 Critical Steps to Financial success including how to:
-
- Identify VIP and Concierge Clients and, What They Want from a GCM\
- Develop Products for VIP Concierge Clients,
from Cathy Cress, MSW, author of the book known as the bible of geriatric care management. Learn how to transform your GCM entrepreneurial idea into a profitable reality before you even open your doors.
