What GCM Benefits to Offer Wealth Management – Trust Departments?

June 21, 2021

Signing Up ENTITLED CLIENTS

Selling your care management services to wealthy clients who can afford you means marketing your benefits and features to third parties like

Trust officers or wealth managers, who will make referrals of these key client.

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

You sell GCM or ALCA to wealth managers through the VIP benefits you bring them with the Benefit method…

You offer the trust officer the benefits of high-end services from your resource databases like private drivers, private chefs, car services, exclusive golf clubs and recreation that his or her private trust clients want. You explain to the wealth manager this Benefit so the wealth manager will be assured you know what his high-end clients prefer for services (and will take this off their plate)!

The Trust officer or wealth manager benefits from your skills in working with difficult entitled clients who can be narcissistic, demanding and unreasonable. The Benefit to the wealth manager is that is taken off their plate so he or she can do what she does best…manage money.

The Trust officer or wealth manager benefits from your skill of regularly monitoring the health and psychosocial status of the older client, and report back to the financial advisors when a change in care needs or level of care is needed. The Trust officer or wealth manager benefits from your skills in referring to the very top medical and psychological 3rd parties for clients so have the highest quality VIP health care and quality of life. The Benefit is a wealth manager can tap your list of gold standard services in the community, and not have to find them or his own.
The Trust officer or wealth manager benefits from your skills in working with her concierge clients individually –The Benefit is the entitled trust client feel that they have a 1-1 personal concierge who will serve them individually in finding the best, VIP care, they feel they deserve

Join me in my newest FREE Webinar

Sales – PR & Marketing to Find the VIP Client

When: Thursday, July 15th

Time: 2:00 PM – 3:30 PM PST

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You Will Learn…

How to Sell Benefits (Not Features) to 5 Professional ALCA – GCM 3^rd Parties
Who Are the 4 types of VIP Client?
How to find VIP Concierge Clients Do hot mapping & Market Studies
How to create or revise a Concierge Geriatric Care Management Strategic Marketing Plan
How to Use Free PR to Use to Find Adult Children of VIP Clients

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Who Are the Rich and Famous Concierge Clients Who Can Afford Long Term Care?

June 10, 2021

Four types of aging families can afford geriatric care management, home care, and long term care because they have financial resources, usually over a million dollars in assets. Part of this is drawn from Claudia Fine and Nick Newcombe excellent chapter ” Entitlement in the Aging Family”, Care Managers Working With the Aging Family, Jones and Bartlett)

Rich and Famous-Entitled Families:

These families are identified by the aging parents’ socioeconomic, financial and political prominence. ( example President Reagan)They are families in which all basic needs, services, resources, and creature comforts are obtained via income, assets, abundant discretionary cash flow and/or come from the political position, station or power. The entitlement of the family is passed from the parent to the child, like a virus, who in turn brings these behaviors and actions to the caregiving milieu and care management relationship.

Entitlement That Abuses Family With Riches

In these rich and famous families, the entitlement arises out of a family that is accustomed to purchasing everything. They look to paid others to meet their needs (as opposed to families who must themselves find and orchestrate ways to meet basic and complex needs themselves or with the help of the extra-familial system). Often these families have household staff, i.e., nannies, butlers, drivers, private pilots, cooks, and maids. They may have available to the business and family lawyers and accountants, as well as, teams of medical professionals and concierge physicians. Consequently, in almost all situations they are uninvolved in processes, especially those that are difficult, stressful and time-consuming. ( Fine and Newcombe- Entitlement in the Aging Family, Care Managers Working with the Aging Family)

Join me in my newest FREE Webinar

Sales- PR & Marketing to Find the VIP Client

WHEN Thursday,July 15th

WHAT TIME_2 PM-3:30 PM Pacific Standard Time

SIGN UP

YOU Will Learn

Who Are the 4 types of VIP Clients. Understand how to find VIP Concierge Clients- hot mapping & Market Studies

Learn to create or revise a Concierge Geriatric Care Management Strategic Marketing Plan

How to Sell Benefits Not Features to 5 Professional ALCA -GCM 3rd parties

How to Use Free PR to Use to Find Adult Children of VIP Clients

SIGN UP HERE

REGISTER NOW

After registering, you will receive a confirmation email containing information about joining the webinar.

If Need How Top 10% to Make a Profit at Care Management- Find Them.

March 23, 2020

Numerous small geriatric care management businesses have failed after only a few years.

Many of these enterprises made a faulty assumption when developing their business plans. When they looked at the large volume of research and demographic data published in dozens of studies funded they saw a well-documented need for the services provided by private care managers to the tune of 65 million people.

Looking at this large and growing need for services, they confused “need” with “demand.” The fact is that the services of private fee-based geriatric care managers are only affordable to a very small percentage of the population.

Income inequity in the US means top 10% of the US population controls most of the wealth

Only this 10% can afford geriatric care management

The target market for a GCM or ALCA business is not the 65 million families who need geriatric care management services but the much smaller subset of those families, who can afford to hire a care manager, which is a huge ethical dilemma but what we face with income inequality in this nation.

Learn about Private Revenue Sources for GCM’s and why you have to work with the top 10% who can afford GCM’s

Webinar-Sales and Marketing to Find the VIP Concierge Client

March 31, 2020 -2PM -3:30 PM PST

Concierge Clients are the only way a GCM or ALCA care manager can make a profit and have their business thrive. Find out who are they, how you find them, design GCM Products they will purchase, and create a marketing plan and gold standard services to have them sign your contract and use your services long term

Learn

Who They Are- 4 Types

How to Locate them in your service area

How to create a strategic marketing plan to sell to them

How to Develop Gold Standard GCM Products and Services

Get the new Handbook of Geriatric Care Management 4th edition now– out in Kindle or Hardcover

Sign Up 4 New Webinar-Sales and Marketing to Find the VIP Concierge Client

March 3, 2020

Sign up for my New Webinar Sales and Marketing to Find the Concierge Client

The target market for a private geriatric care management business is not the 65 million families who need care management services, but the much smaller subset of those families who can afford to hire a GCM or aging life care manager can pay the $4000-6000 a month for home care and are willing to pay for the services that GCMs and can actually find their way to you.

How Do you find these aging families to sign up new concierge clients?

Your marketing message must say your business:

offers concierge solutions to the grueling aging care decisions families and clients must make.
offers expert professional assistance with the tough choices aging family members must make about elder housing, medical care, personal care, finances, end of life and the myriad mind-boggling decisions they face.
offers support to the aging client and the whole aging family and can transform the family to get care for the client
offers support and care to the caregiver to keep them from burnout
offers the exact product they will need to solve their problem like dementia care, moving an elder, quality of life, VIP care

But is this really the message to which VIP or the upper 10% respond

Perhaps it is that

you respond immediately to their needs as they expect

you offer community resources like private drivers, personal chefs

you can make sure that they will be in a top-rated hospital with a VIP program that offers all the amenities they expect

Will arrange concierge services like massages and spa visits for family caregivers who are stressed by caregiving for their elder parents

Find out more by signing up for the free webinar

You are invited to a Zoom webinar.
When: Mar 31, 2020, 02:00 PM Pacific Time (the US and Canada)
Topic: Sales and Marketing to Find the VIP Concierge Client

Please click the link below to join the webinar:
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Password: 995808

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Dial(for higher quality, dial a number based on your current location):
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Webinar ID: 128 248 112
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