Wealth management banks are increasingly using geriatric care managers to serve their clients.
Join me in my new 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.
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 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.
Care Managers Marketing to Wealth Managers
Join me in my new 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
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.