Cathy Cress

Expert in Aging Life and Geriatric Care Management

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Are you Marketing to Wealth Managers To Reach VIP Clients?

August 25, 2022

MARKETING TO WEALTH MANAGERS

 

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:                                     

Marketing to Wealth Managers

 

  • 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? 

Sign Up for My 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 Client.

 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. 

Sign Up For My Free Webinar 

 

 

 

 

 

 

 

 

 

 

Filed Under: Aging, Aging Family, aging life business, Aging Life Care, aging life care manager, Blog, care manager, case manager, Concierge Senior, elder care manager, Families, Geriatric Care Management Business, geriatric care manager, Geriatric Care Manager, nurse advocate, nurse care manager, Wealth Management Departments, Webinar Tagged With: aging family, aging life care manager, aging parent crisis, care manager, case managerm nurse care manager, concierge clients, geriatric care manager, marketing to trust officers, marketing to wealth manager, nurse care manager, parent care crisis, trust officer, wealth managers

Sign up for My Free Webinar -Marketing to Wealth Managers

August 22, 2022

 

 

Sign-Up for this free webinar 

Care Managers Marketing to Wealth Managers

When September 27 ,2-3:30 PM Pacific

Wealth management banks are increasingly using geriatric care managers to serve their clients. 

Sign-up for my free webinar -marketing to wealth managers. Bank of America’s U.S. Trust and Merrill Lynch, Wells Fargo Private Bank, Morgan Stanley, and Northern Trust and some of these trust departments turned wealth managers that use or partner with care managers. They 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.

Join me  for my free webinar -marketing to wealth managers

When you market to wealth managers, you have to show them the benefits of using a geriatric care manager.

 

 Examples of Benefits to wealth manager

  • As an expert in care manager, we do an in-depth assessment initial of aging clients’ health and psychosocial status while wealth manager oversees client’s money
  • As an expert in measuring mental capacity, we assess the client’s level of competency to make financial decisions so the wealth manager can gauge whether the client can make their own financial decisions
  • As an expert in assessing the right level of care, we collaborate to create a long-term care plan for clients who wish to stay at home as the wealth manager plans accordingly for the cost of care.

Sign Up for my Free Webinar on Wealth Managers Who Open the door to VIP 5% Clients 

Care Managers Marketing to Wealth Managers

Sign up for my free webinar -marketing to wealth managers, the target that will open the door to the top 5% of VIP Concierge Clients for care managers. 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 ,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 & wealth managers– what they want in a GCM

 

Sign-Up for this free webinar 

 

Join me in my new webinar -marketing to wealth managers

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. 

Sign Up For My FreeWebinar on How Wealth  Managers  Give you VIP Concierge Clients Who Can Pay Long-Term

 

 

 

 

 

 

 

 

 

 

Filed Under: Aging, Aging Family, aging life business, Aging Life Care, aging life care manager, Blog, care manager, case manager, Concierge Senior, elder care manager, Families, FREE MARKETING WEBINAR, FREE WEBINAR, GCM Marketing skills, GCM Working With Aging Family, GCM WORKING WITH VIP CLIENT, Geriatric Care Management Business, geriatric care manager, Geriatric Care Manager, Marketing Plan for Concierge Clients, marketing to trust officers, marketing to wealth managers, nurse advocate, nurse care manager, Wealth Management Departments, Wealth Managers, Webinar Tagged With: aging family, aging life care manager, aging parent crisis, care manager, case managerm nurse care manager, concierge clients, geriatric care manager, marketing to trust officers, marketing to wealth manager, nurse care manager, parent care crisis, trust officer, wealth managers

What Type of Conceirge Care Providers Do You Recruit for Concierge Clients?

May 2, 2022

Medicare does not fund long term care

Medicare Does Not Fund Long Term Care

Concierge Clients, wanting concierge care providers, are sadly the only clients of GCM or ALCA experts because of income inequity in the US and the fact that Medicare does not cover long-term care,  like home care and geriatric care management.

You Are Only As Strong As Your Weakest Link Especially With Concierge Clients!

 You must serve the top 10%  of aging Americans because those clients make your ALCA business or GCM  business make money and thrive. But to deliver the gold standard services that concierge care demands, let’s take the weakest link in your business- your care staff. You are only as strong as your weakest link these concierge care providers. These incredibly important employees’ skills will measure how concierge clients really rate you.

First and foremost to serve Concierge clients you need highly skilled concierge care providers with a CNA background or years of experience. Older generations, especially entitled clients, are likely to be

less trustful of an individual with numerous visible tattoos and a Mohawk. They would rather have their concierge care providers be a clean-cut employee wearing a uniform. You want background-checked employees with tolerant of demanding clients and willing to be servile and assertive and know when to use either.

Concierge Care Providers for Concierge Clients Should Be:

Concierge Care Provider
  • WELL-GROOMED
  • WELL DRESSED
  • SERVILE
  • GOOD COOK
  • GOOD TABLE SETTERS
  • WILLING TO BE CONFIDANTE but under GCM supervision 

 

Concierge caregiver

For COMPANION CARE hire 

  • Sophisticated employee
  • Can Order Opera theater tickets
  • Accompany to events
  • Drivers Licence

    GCM has to Set Boundaries with concierge clients:

  • Concierge care providers can cook French Cuisine but if the client“Heavy Care-priority -must have transfer skills and CNA or HHA skills not cooking skills
  • Cannot often get a gourmet cook who changes diapers
  • Cannot have careprovider looks like a model who uses Hoyer lift

CONCIERGE Clients-NON-medical

CAREGIVER’S SAMPLE to-do list

  • Doing grocery shopping or grocery home delivery
  • Post office run
  • Pet-care
  • Waiting in line at the DMV
  • Taking the car for Car repairs, oil change, car wash
  • Event planning- GCM
  • Gift-buying
  • Plant care
  • Picking up dry cleaning
  • Running miscellaneous errands
  • Making travel arrangements
  • Mail pickup
  • chef services
  • Dinner reservations
  • What Cannot do
  • Performing bank transactions, such as depositing or withdrawing money, or shopping for the client without pre-arranged payment through the store could pose a liability
  • Assist with finances, online banking, bill paying/tracking
  • pickup of prescription medications -Only GCM to do because of medication abuse and liability
  • Join me in my newest FREE Webinar

    Free Webinar To Find Concierge Clients

     

  • How to Find Concierge Clients Who Can Afford You

  • WHEN  Tuesday, May 17th, 2022

    WHAT TIME_2 PM-3:30 PM Pacific Standard Time

    What we will cover

    • Why only the top 10% can afford private pay care management.
    • Who are the surprising Retired VIP Clients?
    • Who Are the 5 types of VIP/Concierge Clients? 
    • Sales Using Benefits Not Features to ALCA -GCM 3rd PARTIES
    • Understand how to find VIP Concierge Clients Do hot mapping & Market Studies
    • How to Use Free Public Relations ( PR) to Find Adult Children of VIP Clients
    • How to create or revise a Concierge Geriatric Care Management Strategic Marketing Plan

    SIGN UP

    Learn how to maintain  Concierge Clients

     

    REGISTER NOW

    Learn how to keep Concierge Clients

     

     

     

     

     

  • Young woman hugging her mother or grandmother and looking at camera.
       

Filed Under: Aging, Aging Life Care, Aging Life Care Assocaition, aging life care manager, Blog, care manager, caregiver, CAREGIVER RESOUCES, case manager, Concierge caregivers, elder care manager, Families, FREE MARKETING WEBINAR, FREE WEBINAR, Geriatric Care Management Business, geriatric care management emergency proceduress, geriatric care manager, Geriatric Care Manager, geriatric social worker, Marketing Home Care, marketing to the top 10$, marketing to upper 10%, nurse advocate, nurse care manager, Nursing home abuse, paid caregiver, paid caregiver for concierge client, Private Duty Home Care, Webinar Tagged With: aging concierge Clinets, aging life and geraitric care manager, case manager, Certified Senior Advisors, Concierge care givers, concierge care providers, concierge clients, Concierge Home Care, entiled older clients, geriatric care manager, geriatric social worker, nurse advocate, nurse care manager, recruit care provders, supervision of in home care staff, training in home care staff

What Type of Careprovider Do You recruit for Older Concierge Clients?

August 2, 2017

 

Older generations, especially entitled clients, are likely to be less trustful of an individual with numerous visible tattoos and a Mohawk. They would rather have a clean-cut employee wearing a uniform.You want background checked employee that with experience with demanding clients and willing to be servile and assertive and know when to use either.

The care providers for concierge clients should be

  • WELL GROOMED
  • WELL DRESSED
  • SERVILE
  • GOOD COOK
  • GOOD TABLE SETTERS
  • WILLING TO BE CONFIDANTE but under GCM supervision and control

For COMPANION CARE hire

  • Sophisticated employee
  • Can Order Opera theater tickets
  • Accompany to these events

 

 

GCM has to:

  • Set Boundaries with clients
  • Care providers can cook French Cuisine but with “Heavy Care “– Priority -must have transfer skills and CAN or HHA skills
  • Cannot often get gourmet cook who changes diapers

CONCIERGE NON -medical CAREGIVER’S SAMPLE to do list

  • Doing her groceries shopping or grocery home delivery
  • Post office run
  • Pet-care
  • Waiting in line at the DMV
  • Taking car for Car repairs, oil change, car wash
  • Event planning- GCM
  • Gift-buying
  • Plant care
  • Picking up dry cleaning
  • Running miscellaneous errands
  • Making travel arrangements
  • Mail pickup
  • chef services
  • Dinner reservations
  • What Cannot do
  • Performing bank transactions, such as depositing or withdrawing money, or shopping for the client without pre-arranged payment through the store could pose a liability
  • Assist with finances, online banking, bill paying/tracking
  • pickup of prescription medications -Only GCM to do because of medication abuse and liability
  • Open mail unless all checks already forwarded to another account
  • Find out More
  • Learn The 5 Steps to Reach the Concierge Client
  • Cathy Cress MSW ‘s Webinar series
  • August 23, 2017 11:00 -12:00 PSTDiscover how to transform your GCM entrepreneurial dream into a profitable reality with 5 key marketing stepsLearn more and get the details    Create a marketing strategy and messages that attract concierge clients 

    Reach this target audience

    Design products that exactly meet their needs

    Obtain adult children’s buy-in           

    Use words that will make them choose you

          Get care staff they will like and not fire

 

 

         Get the contract signed with ease

Sign -up for my free webinar 

 

 

 

Filed Under: Aging, aging life care manager, Blog, case manager, elder care manager, Families, Geriatric Care Management Business, Geriatric Care Manager, Webinar Tagged With: aging concierge Clinets, aging life and geraitric care manager, Certified Senior Advisors, Concierge care givers, concierge care providers, concierge clients, entiled older clients, geriatric care manager, geriatric social worker, nurse advocate, nurse care manager, recruit care provders, supervision of in home care staff, training in home care staff

Are Your Concierge Geriatric Care Management Services Like a 5 Star Hotel? 12 Questions

July 10, 2017

GCM-pix-2.jpg

Are your concierge Geriatric Care Management services like a 5-star hotel?

  1. Do you make a commitment to service —whatever that means?
  2. Do You answer the phone within 2 rings
  3. Do you make sure the care manager doing the initial assessment is there within a day?
  4. Do you guarantee that professional is “the best’ –A Certified Care Manager who is board certified, educated, trained and qualified to assess an elderly or disabled person’s situation and recommend and monitor needed services.
  5. Does your staff never slip into the VIP Syndrome 
  6. Do you follow the ethics and standards of practice of your profession while offering exceptional service
  7. Do you offer Products that the concierge client wants and desires example VIP Care Management
  8. Do you provide rapid callbacks and a higher level of personal interaction?
  9. Do you have a “Total care management platform.” –the Rolls Royce model of geriatric care management.
  10.  Is your Care Management staff more than gracious and always smiles
  11. Are your Care providers impeccably groomed, wear uniforms, highly screened and trained to both give the most professional client care that also caters to concierge clients’ needs and wants – directed by the geriatric care manager’s care plan.
  12. Do you train your staff in types, needs, best resources and demands of the Concierge entitled family

Learn More

 

Join me for my newest free Webinar

 

 How to Make a Profit Serving the Older Concierge Clients,

August 23, 2017h 11:00 -12:00 PST

Discover how to transform your GCM entrepreneurial dream into a profitable reality with 5 key marketing steps

Learn more and get the details  

 

Reach this target audience

Design products that exactly meet their needs

Obtain adult children’s buy-in           

Use words that will make them choose you

Get the contract signed with ease

Avoid the VIP Syndrome

Understand the clinical care management Approach to the demanding entitled client

 

 

 



 

 

Filed Under: Aging Tagged With: care management, concierge aging clients, concierge clients, geriatric care manager

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