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

Know the 3 Dysfunctional Aging Family Adult Children Who Call Post Holiday?s

January 4, 2022

3 Types of Dysfunctional Adult Children Call You After Holidays When you Need Clinical Skills to Work with these Callers

# 1 Inquiry from Narcissistic Adult Child in Dysfunctional Family

– The narcissistic adult child from the aging dysfunctional family who calls for help has an “it’s all about me” attitude. The aging parent and or a midlife sibling. could be narcissists. With aging parents, all siblings may have resented this self-absorption their entire lives and have a love/hate relationship with older moms or dads. With siblings, the other brothers and sisters resent this, especially with parent care.  The self-absorbed sibling either does not participate in solving sibling or aging family troubles but just makes them worse. They call after the disastrous holiday season and you need clinical skills to work with them

#2 Inquiry from Devalued Child Entitled but Servile Adult.

 

The devalued adult child from the aging dysfunctional family calls you after the holidays you need clinical skills to work with them. 

As a kid, the adult child of a narcissist parent was devalued in the parent’s eyes so that the now aging parent can feel superior and powerful in the world. These children mature into adults who are emotionally impoverished, inflexible, and needy.

As a geriatric care manager, the adult child presents as entitled. As clients, these adult children fear that unless they make inflexible demands, they will receive nothing. “ Get my mother into a concierge wing of a hospital by tomorrow”

An adult child of a narcissistic aging parent will present as nasty, aggressive, and devaluing of the service provider. Or they could be essentially insatiable and easily injured by the helping professional. The adult children of narcissistic entitled families are also often angry and frustrated at having to give care to a parent or parents whom they experienced as ungiving, demanding, intrusive, overpowering, and needy. They are members of an ultra dysfunctional aging family. They call after the holiday and you need clinical skills to work with them 

# 3-Inquiry from needy adult children in the dysfunctional aging family

 The adult child who calls may be the needy adult child. Baby boomers must evolve beyond the needy child he or she has been, depending on aging parents fiscal,

emotional, and social support, to the adult who supports his parent. Adult Children of aging parents in the 21st century not only confront the delay of their own needs when their parent’s aging and reliance call them but confront their own future and very much more immediate loss of the central figure in their lives, their own parents.

Some don’t- especially in the dysfunctional aging family.

These adults feel starved for parental affection they never received and often seek affection from professionals and other people in their lives to compensate for the care they didn’t receive as children. They call after the holiday and you need clinical skills to work with them. 

These 3  types of adult children have clinical difficulties that are coping and defense mechanisms allowing them to adapt to a dysfunctional family. The care manager must enter the family system clinically to address the needs symptoms and defenses of the adult children to get care for the elder.

You Need Clinical Care Management Skills to Work With These Clients

Get Them Here

Two Days Left to Sign Up for My Free January Webinar

Time running out  to sign -up 4 Aging Dysfunctional Family Webinar

 11 Clinical Steps to Work with Dysfunctional Families-Post Holidays –

Thursday, January 6 2022 2:00-3:30 Pacific 

 

Give frantic adult children hope when they desperately call after the holiday

 

Join me 

and learn how to come to the rescue of concierge dysfunctional families who found coal in their stockings.

 

 Learn how to:

Understand the Dysfunctional Aging Family System you must enter to get care for elders

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Understand 11 Warning Signs You Are Working with Dysfunctional Family 

 

Tools for the Aging Dysfuntional family

Master the 5 Clinical Tools – you need – to solve these problems with your clients

 

Learn Six Steps Professional Must Take to Work with These Difficult Families

 

Sign -Up Now  

Find out more in the YouTube for My YouTube, Channel  Geriatric Care 1

 

Filed Under: Adult children, Aging, aging family crisis, aging family system, Aging Life Care, Aging Life Care Assocaition, aging life care manager, Aging therapist, Blog, Clinical Tools Dysfunctional family, Devalued adult child, Dysfunctional aging family, Dysfunctional Family Inquiry, Dysfunctional Family System, elder fiscal abuse, Entited Family, Families, FREE WEBINAR, GCM Clinical Tools, Geriatric Care Management Business, Geriatric Care Manager, geriatric social worker, Narcissistic adult child, Needy Adult Child, nurse advocate, nurse care manager Tagged With: aging dysfunctional family, aging family, aging life care manager, care manager, Clinical Tool dysfunctional family, dysfunctional, Entitled aging client, free webinar, geriatric care managers, nurse advocate, nurse care manager, parent care crisis, Tools with Dysfunctional families

New Years Resolutions To Help Aging Parents

December 30, 2021

New Year’s Resolutions List

Adult child worried about aging parents during holidays visit

 

 

 

Do you make New Year’s resolutions? Here are some RESOLUTIONS TO HELP AGING PARENTS.  It’s not “go on a diet,” because you ate some much holiday fare but what you should do after the holiday when you spotted red flags that made you worry about your aging mom or dad. Here is the entire list of New Year’s resolutions to help your aging parents you might make for January as an adult child worried about aging parents after the holiday visit.

Adult child worried about aging parents after holidays visit

 

 

 

 

RESOLUTIONS TO HELP AGING PARENTS

Adult Child Helping Senior aging mom with Finances

 

 

 

 

 

 

 

➢ Accompany the elderly person to the doctor, and talk to the doctor in person.

➢ Gather legal financial and insurance paperwork, and meet with professionals.
➢ Have all mail forwarded to yourself or another relative who will manage it
➢ Contact and meet with old and present friends.
➢ If your older family members are in a facility, make contact with staff that cares for them, and the ombudsman.
➢ Meet with your elderly relative’s support network.                   

➢ Meet with a geriatric care manager who can do all this for you
DO YOU THINK THIS RESOLUTION TO HELP AGING PARENTS IS TOO EXPENSIVE?

Care Manager helping an older person 

TEN REASONS YOU CAN AFFORD A GERIATRIC CARE MANAGER

The Top Ten Reasons Why You Can Afford A Geriatric Care Manager by Phyllis Brostoff

10. We can do in 2 hours what it would take you 2 weeks to do.

9. We know how to get around that “I’m saving for a rainy day” syndrome when your folks are drowning in their problems.

8. We’re much cheaper than the cost of plane fare if you have to fly into town when your parents say “everything is fine” but you know it isn’t.

7. We can give you the scoop on which nursing home is really right for your parents.

6. We can make your parents hear what you have said over and over again, but they refuse to listen to them, you are still a child.

5. We can tell you’re annoying siblings to shut up, but graciously.

4. We’ve helped hundreds of families a lot worse than yours.

3. Your dad can’t push our buttons.

2. Next time you want to hang up on your mother, you can tell her to call us.

1. We’re available 24/7, so you don’t have to be. Just find us here

If you are a care manager check out my latest  free webinar on clinical skills to solve aging family problems post-holidays 

Filed Under: Adult Child Alarm After Holidays, Adult Child Caregiver Pain, Adult Child Pain, Aging, Aging Life Care, Aging Life Care Assocaition, aging life care manager, Aging Parent Pain, Alarm Bells For Long Distance Family, Alarm Bells from Holiday visit, Black Aging Family, Black Entrepreneur, Black Entrepreneur RB, Black Entrepreneur RN, Black entrepreneurs, Black Geriatric Care Manager, Black geriatric care managers, Black RN, Black Travel Nurses, Families, Geriatric Care Management Business, Geriatric Care Manager, geriatric social worker, Holidays, HolidaySeason and COVID, New Year Resolutions, New Years, nurse advocate, nurse care manager Tagged With: aging life care on holidays, aging Mom on holidays, aging parent crisis on holiday, care management holiday, danger signs for holiday visit, geriatric care management, Handbook of Geraitric Care Management, Holiday Meltdown in Aging Family, Holiday Ruined by Aging Parent, holidays with aging parents, New Years, New Years need sor care manager, New Years resolutions for adult children, parent care crisis, Psychosocial assessment, red flags for a family meeting, Undue Influence, visit to doctor with elderly parents

Do You Know How to Use Whole Family Approach to End of Life Issues ?

February 10, 2021

Family Working Together as a Unit

The whole family approach is critical with death and dying. Care managers are often engaged to help facilitate the discussions at end of life, and help family members come together to work as a functional unit.

Understanding the differing viewpoints is critical

Knowing what a parent wants and does not want during the last days and hours of life help define and simplify the role of the family. It relieves the family of the burden of having the responsibility of making decisions which may not be what their parents want, and can also avoid family conflicts when adult children may have differing values.” Proactive discussions and legal planning can help to reduce some of the potential conflicts.

Major Family Issues at End of Life

 I found myself with a family member dealing with end of life issues. The

issues were:  money as the elderly man would need to have 24-hour care to return home to die and where he would return home, as although the son was unsure, everyone agreed that the son’s home where all the grandchildren and great-grandchildren gathered was the best place.

The most important was should the elderly man withdraw dialysis and extreme measures that were not saving his life. He was competent and had chosen this. 

Issues  Solved by A FamilyMeeting

All, these problems were solved by two things. The man’s physicians helped him understand the dialysis would not save him from dying.  Then a family meeting with hospice and his care managed home care agency LivHome the son and his wife, and myself was set up using the whole family approach.

Hospice facilitated the discussion. The end result was to move to the son’s home, with 24-hour care and Hospice, where the entire family, were gathered in and out all day and the old man died a ” Good Death” knowing that his family surrounded him. 

Deliver a Good End of Life- Add Death and Dying to Your Care Management Agency

 

Serve Your Client until Death Do You Part

 

Join me Thursday March 11 and learn why End of Life Services Are a perfect new service for care managers

 

In this 1 ½ -hour webinar you will learn how to

 

 

1.Transition the patient/family through the five stages of death

2.Help clients be active participants in their care

3.Give the family/caregiver tools to manage care

4 Provide family center care to caregiver and family

5 Choose the right support services through all stages of death

6.Introduce Hospice and Palliative care and work with their team

7 Use ALCA End of Life Benefits During COVID

8.Use  COVID -19  Family Coaching for GCM

Sign Up

 

 Gwendolyn LAZO Harris MA, CT, Seniors at Home, San Francisco and Diane LeVan MA both highly expert care managers, created a seminal chapter “Palliative Care and End of Life Care Manager ” in my book Care Manager’s Working With the Aging Family 

Filed Under: Aging, aging life care manager, Blog, care manager, case manager, Death and Dying Care Management, death and dying care manager, elder care manager, End of Life Care manager, Families, Geriatric Care Management Business, Geriatric Care Manager, geriatric social worker, nurse advocate, nurse care manager, Palliative care manager Tagged With: aging family, aging life care manager, aging parent, aging parent care, aging parent crisis, care manager, care plan interventions, caregiver, caregiver burden, caregiver family meeting, case manager, end of life, end of life care manager, end of life family meeting, family meeting, Geriatric Assessment, geriatric assessment for end of life, geriatric care manager, Hospice, National Assocaition of Geraitric Care Managers, nurse advocate, nurse care manager, Palliative Care, parent care, parent care crisis

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