Cathy Cress

Expert in Aging Life and Geriatric Care Management

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Why a Financial Planner Would Work With a Caremanager

September 20, 2022

 Why Would a Care Manager Work With a Financial Planner?

Why a financial planner would work with a caremanager and why do you need to know this? First, you need to create a practice that meets the needs of third-party referral sources like financial planners, and wealth managers. They both work with older adults to plan and then manage their retirement assets, which often involves future or present care management.

What is the difference between a wealth manager?  Forbes magazine suggests that wealth managers, who are actually a subset of financial planners, deal with high net wealth – perhaps the upper 2 %. Financial Managers deal with retirees who have large assets, not stratospheric wealth. However, they both help retirees plan their retirement, and part of that retirement becomes the cost of care as they age after retirement. Generally, clients who use a financial advisor are pre-planners so the care manager can help the financial planner and the client think through future care  situations in advance which helps the financial planner provide the advisor with a roadmap for potential expenses

But financial planners need to know what you will do to benefit their clients. This means how will you benefit their practice? On the feeding chain of referrals, financial planners can be an important source of income for your business. But you have to deliver what they need in benefits to make money.

Benefits and Features

.

Features and benefits are very different. Features often directly address common problems experienced by users. Benefits are the outcomes or results that users will experience by using your product or service – the very reason why a prospective customer becomes an actual customer.

Features Care Managers Bring to Financial Planners

Why a financial planner would work with a care manager is Financial Planners are not often experienced with the full cost of future health care expenses. A feature of a care manager practice is understanding Medicare and its severe limits on paying for long-term care. Care Managers understand approximately when ADLs and IADLs will get more difficult for seniors, leading them to need some level of private pay home care. They also know Medicare does not cover long-term care like Private Duty Home care.

A big feature is care managers can also assess the client’s level of competency to make financial decisions so the financial planner can gauge whether the client can make decisions about their own money.

Why would financial planners work with a care manager?

 

Biggest Feature Care Managers Bring to Financial

Planners

The biggest feature of a care manager working with a financial planner is they can offer their clients a one-to-one concierge future health care expense plan, estimating how much long-term care will cost over time for each individual financial planning client.

So the care manager benefits the financial Planner by personally, one-to-one- working with the financial advisor’s clients helping them make both a retirement plan that includes health care realities and listening to and including their own individual health care choices.

Care Management Benefits to Financial Planners

Financial Planners are pre-planners and the care managers can help the financial health care costs and tailor that future health care to the client’s choices to help them think through situations in advance helping provide the advisor a roadmap for potential expenses. Care Managers can collaborate to create a long-term care plan for clients who wish to move or need to move to a higher level of care. They can personally collaborate with the client to create a long-term care plan for clients who wish to stay at home as financial planner plans accordingly for the cost of care. The outcome or the benefit of the collaboration of the financial planner and care managers is a fulsome more accurate financial plan for the aging client combining health and wealth planning skills.

 

Why would financial planners work with a care manager?

This is like a care management benefit to a conservator. A geriatric care manager is a health professional who specializes in the physical and mental issues of an older person. So care managers benefit from a conservator or helping to map out the care of psychosocial and health care issues of older conservatees and what will be the cost of future care.

Sign Up for My Latest 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

Why would financial planners work with a care manager?

 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 27th 2-3:30 PM Pacific

What you will learn


  • Why market to wealth managers, financial planners, and trust departments
  • The benefits and features GCM offers to wealth managers financial planners and trust departments
  • 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

 

Free Webinar

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Why Would 3rd Parties like Conservators or Guardians Use a Care Manager ?

March 7, 2022

 Why Would a Conservator Hire a Care Manager?

 Why would third parties like conservators or guardians use a care manager and why do you need to know this? First, you need to create a practice that meets the needs of major referral sources like conservators, the term we use in the west or in the east a guardian. Adult children, call you to start services on their own but a conservator calls you directly. 

Why would third parties like conservators or guardians use a care manager? A conservator or guardian has the legal choice in hiring a geriatric care manager or ALCA member. But conservators need to know what you will do to benefit them with their clients if they are to work with your agency. This means how will you benefit their practice. On the feeding chain of referrals, conservators or guardians can be one of your most important sources of income for your business. You have to deliver what they need in benefits to make money.

Benefits and Features

Conservators need to know what you will do to benefit them with their clients if they are to work with your agency.Features and benefits are very different. Features often directly address common problems experienced by users. Benefits are the outcomes or results that users will experience by using your product or service – the very reason why a prospective customer becomes an actual customer.

Why would third parties like conservators or guardians use a care manager?Conservators need to know what you will do to benefit them with their clients if they are to work with your agency

A  conservator is a legal entity that manages money and the legal guidelines of the conservatorship are often because of undue influence. A geriatric care manager is a health professional who specializes in the physical and mental issues of an older person. So care managers benefit a conservator or guardian by monitoring and arranging the care of psychosocial and health care issues of older conservatees.

Why would third parties like conservators or guardians use a care manager

 

 

 

 

 

 

 

Help with Dysfunctional Families

Why would third parties like conservators or guardians use a care manager? Conservators often work with the very dysfunctional families of the conservatee. However many guardians or conservators have financial rather than psychosocial backgrounds. Therefore the benefit of a care manager is they are skilled in interceding with dysfunctional families and can take the conservator off the hot seat. Care managers benefit the conservator by intervening with a difficult family and addressing the client’s needs, symptoms and defenses to protect the conservatee, for the guardian. This is a great benefit to the conservator, who often does not have these skills.

Why would third parties like conservators or guardians use a care manager

Some other examples of benefits you bring to a conservator

  • You can act as a ‘medical information hub,’ attending doctor appointments and providing the conservator with physician notes, current vital signs, medications information, and treatment directions.
  • You can assess whether care in a facility is delivered as contracted by the conservator.
  • You monitor the physical and mental health issues of an older person and report back to the conservator
  • You can staff a conservator’s case with excellent care providers if the conservatee needs caregivers  at home or in a  higher level of care
Free Webinar

How Do you Sell Your Services to a Guardian or Conservator – Benefits

SIGN UP FOR MY FREE WEBINAR  

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: March 15, 2022
2 PM-3:30 PM PST
Learn

A feature is a fact 

A benefit tells customers advantages of those facts

Find out More 

YOU WILL LEARN

How to create a winning sales pitch to a third party

The difference between selling features vs benefits

How to sell  benefits of your services for each 3rd party 

What Benefits make your sale to conservators or guardians  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 

 

SIGN UP And Take of One-time Low price offers of Classes 

Join me in my new FREE Webinar 

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Reminder Sign -Up For Free Webinar- How to Write A Winning Geriatric Assessment for Elder Law Attorneys

January 16, 2017

 

If you are an Aging Life Care Manager, Geriatric Care Manager, Nurse Care Manager or aging professional who works with elder law attorneys, conservatorships or guardianship -Sign Up soon to learn how write a winning geriatric assessment that is court submittable. Over 125 people have registered and we are nearing capacity

 

Join me soon on January 25, 2017 for a free 2-hour webinar “How to Write a Winning Geriatric Assessment for Elder Law Attorneys, Conservators, Guardians and Families. “

  This program is approved by NACCUM for 1.5 hours

Third party referrals from elder law attorneys offer major growth opportunities for an aging life business., geriatric care management, eldercare business. To convert them to referrals care managers must show the elder law attorney the benefits their agency offers -that their completion does not, so they are chosen as a prime referral.

 

Make yourself stand out against your competition. Work with more elder law attorneys because you are an expert in gerontology and health care who can write well-crafted court a submittable geriatric assessment, as evidence in a conservatorship or guardian.

 

Learn how to write these assessments so they can convince the court to make the right decision for the older person. Understand what matters to a court and attorney and learn how to write a cohesive, complete geriatric assessment where facts are so coherent that your assessment leads to logical conclusion that the court can use to make their decision.

Learn the 5 Critical Skills to write a geriatric assessment for court and win elder law attorneys, conservators and guardians as new clients

 

Pinpoint the assessment tools and records you need to create a compelling geriatric assessment for court

  • In this two-hour webinar, you will learn how to:
  • Identify the 10 standardized instruments used to conducts a geriatric assessment for court
  • Choose 15 records from other sources that must be used to create a geriatric assessment for court
  • Identify how to distinguish 1 main precipitating problem that prompted the geriatric assessment
  • Identify 10 elements to be covered in the geriatric assessment
  • Identify the 4 C’s needed to write a geriatric assessment in a convincing, logical manner for court
  • Identify the 7 elements to edit your first draft to make sure you gathered all the clues and expressed them clearly 

Sign Up Now Limited Enrollment 

 

 

Filed Under: Aging, Blog, Dysfunctional Aging Familu, Families, Geriatric Assessment, Geriatric Care Management Business, Geriatric Care Manager, Webinar, Written Geriatric Assessment Tagged With: aging family, aging life geriatric care, aging parent care, care manager, conservatorship, elderlaw attorney, geraitric assessment, geriatric care manager. webinar. free welinar, guardianship

Aging Life,Care Management- Do You Want More Elderlaw Clients in 2017?Sign -Up For Free Webinar

December 31, 2016

 

If you are an Aging Life Care Manager, Geriatric Care Manager, Nurse Care Manager or aging professional who works with elder law attorneys, conservatorships or guardianship -welcome the New Year by learning how write a winning geriatric assessment that is court submittable.

 

Join me on January 25, 2017 for a free 2-hour webinar “How to Write a Winning Geriatric Assessment for Elder Law Attorneys, Conservators, Guardians and Families. “

  This program is approved by NACCUM for 1.5 hours

Third party referrals from elder law attorneys offer major growth opportunities for an aging life business., geriatric care management, eldercare business. To convert them to referrals care managers must show the elder law attorney the benefits their agency offers -that their completion does not, so they are chosen as a prime referral.

 

Make yourself stand out against your competition. Work with more elder law attorneys because you are an expert in gerontology and health care who can write well-crafted court a submittable geriatric assessment, as evidence in a conservatorship or guardian.

 

Learn how to write these assessments so they can convince the court to make the right decision for the older person. Understand what matters to a court and attorney and learn how to write a cohesive, complete geriatric assessment where facts are so coherent that your assessment leads to logical conclusion that the court can use to make their decision.

Learn the 5 Critical Skills to write a geriatric assessment for court and win elder law attorneys, conservators and guardians as new clients

 

Pinpoint the assessment tools and records you need to create a compelling geriatric assessment for court

  • In this two-hour webinar, you will learn how to:
  • Identify the 10 standardized instruments used to conducts a geriatric assessment for court
  • Choose 15 records from other sources that must be used to create a geriatric assessment for court
  • Identify how to distinguish 1 main precipitating problem that prompted the geriatric assessment
  • Identify 10 elements to be covered in the geriatric assessment
  • Identify the 4 C’s needed to write a geriatric assessment in a convincing, logical manner for court
  • Identify the 7 elements to edit your first draft to make sure you gathered all the clues and expressed them clearly 

Sign Up Now Limited Enrollment 

 

 

Filed Under: Aging, Blog, Dysfunctional Aging Familu, Families, Geriatric Assessment, Geriatric Care Management Business, Geriatric Care Manager, Webinar Tagged With: aging family, aging life geriatric care, aging parent care, care manager, conservatorship, elderlaw attorney, geraitric assessment, geriatric care manager. webinar. free welinar, guardianship

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