Cathy Cress

Expert in Aging Life and Geriatric Care Management

  • Home
  • Products
    • GCM Manual New 5th Edition
    • VIP Care Management White Paper
    • Books
    • Geriatric Care Management – 4th Edition
    • Mom Loves You Best
    • Care Managers
  • Online Classes
    • GCM Operations Manual Online Course
    • Geriatric Care Management Business Online Course
    • CEUs for Individual Modules
  • Webinars
    • Upcoming Webinars
    • Past Webinars
  • Recommendations
  • About
  • Blog
    • Aging
    • Geriatric Care Manager
    • Siblings
    • Webinar
  • Contact

What GCM Benefits to Offer Wealth Management- Trust Departments ?

January 27, 2022

SIGN UP FOR MY NEWEST FREE WEBINAR!

Sell Benefits, not Features and Grow Your$ Bottom Line

When you market Geriatric care management, what makes the sales is ” What’s in it for me the 3rd 

party. “Benefits answer that question. Learn how to make a great marketing presentation and sale to 3rd parties, like elder law attorneys, Assisted Living Directors, Trust Departments, Concierge Physicians by understanding the benefits geriatric care management brings to each and the rest of your target audiences.

Sign Up

March 15 @2-3:30PM PST

https://us02web.zoom.us/webinar/register/WN_aEOfF4amQHmCc3_SUMhopA

[Read more…]

Filed Under: 3rd party targets, Aging, Aging Family, aging family crisis, aging family system, Aging Life Care, aging life care manager, Benefit of Assisted Living, Benefits, Benefits & Assisted Living, Benefits of Care Management, Benefits of Geriatric Care Management, Benefits vs Features, Benifits & Assisted Living, Blog, case manager, Concierge Senior, elder abuse, elder care manager, Fiscal Elder Abuse, Geriatric Care Manager, geriatric care manager, geriatric social worker, Marketing aging life care, marketing care management, marketing to concierge clients, marketing to the top 10$, Narcissistic Personality, nurse advocate, nurse care manager, Trust Departments, Trust Officer, VIP Aging Client, VIP Benefits, VIP Clients, VIP marketing, VIP Marketing Plan, VIP Products, VIP Sales, Wealth Management Departments, Wealth Managers, Webinar Tagged With: aging family, aging life care manager, aging parent care, aging parent crisis, Benefits, benefits of ALCA, Benefits Of Geriatric Care Managers, benefits to 3rd parties, care manager, dysfunctional aging family, Entitled Family, marketing to wealth manager, Narcissism, Narcissistic Personality, nurse advocate, nurse care manager, reaching top 10% elder, Wealth Management Banks, wealthy clients

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

SIGN UP

You Will Learn…

  • How to Sell Benefits (Not Features) to 5 Professional ALCA – GCM 3rd 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

REGISTER NOW

 

 

 

 

 

 

 

 

Filed Under: Aging, aging family crisis, Aging Life Care, aging life care manager, Blog, case manager, Concierge Senior, elder abuse, elder care manager, Fiscal Elder Abuse, Geriatric Care Manager, geriatric care manager, geriatric social worker, Marketing aging life care, marketing care management, marketing to concierge clients, marketing to the top 10$, Marketing to top 10%, marketing to trust officers, marketing to wealth managers, Narcissistic Personality, nurse advocate, nurse care manager, Third Party Referral, Trust Departments, Trust Officer, Wealth Management Departments, Wealth Managers, Webinar Tagged With: aging family, aging life care manager, aging parent care, aging parent crisis, Benefits, benefits of ALCA, Benefits Of Geriatric Care Managers, benefits to 3rd parties, care manager, Conceirge, Concierge Client Sales, dysfunctional aging family, Entitled Family, marketing to trust officers, marketing to wealth manager, Narcissism, Narcissistic Personality, nurse advocate, nurse care manager, reaching top 10% elder, trust officer, Wealth Management Banks, wealthy clients

How Can Geriatric Care Managers Can Contract With Wealth Management Dept. of Banks ?

August 16, 2020

Wealth management banks are increasingly using geriatric care managers to serve their clients. They serve VIP Concierge clients with assets over and above a million dollars and want to work with geriatric care managers to lighten their own load and have a health and care management services involved. A care manager can handle the health care and psychosocial while their handle their area of expertise, financial management of client’s assets.

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

Show them the BENEFIT of your GCM Service to the wealth manager including  you as a geriatric care manager will:

 

  • Collaborate to create a moving plan and execute it for clients who wish to move or need to move to a higher level of care while the wealth manager manages the assets to fund the move and sell assets as part of the move
  • Monitor the status of an older client and report back to the family and financial Adviser when a higher level of care is needed while the wealth manager manages the assets to fund the increased care
  • Monitor weekly so problems do not become a crisis and are solved preventatively and keep the wealth manager updated on all changes in care
  • Organize community resources for clients to have the highest quality of health care and quality of life so the wealth manager is assured both the client’s health and well-being are being needs are being met with Concierge services and choices
  • Make clients feel engaged with a health and social services concierge who will help the trust offer guide them to the BEST care.
  • Sign Up for My Latest Free Webinar

    Care Managers Marketing to Wealth Managers”

    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, setting up a meeting, what to bring, what to present with perfect pitch

    Interview with GCM Patrice Harrison who works with trusts – what they want in a GCM

     

     

    Sign-Up for this free webinar https://us02web.zoom.us/webinar/register/WN_fJvqm0h2SJK8Lnrpx8iE8A

     

Filed Under: Aging, Aging Family, Aging Life Care, aging life care manager, Blog, care management start-up, care manager, case manager, Concierge Senior, elder care manager, Families, GCM Start -Up, Geriatric Care Management Business, Geriatric Care Manager, nurse advocate, nurse care manager Tagged With: aging family, aging life care manager, aging parent care, care manager, case manager, Concierge Care management, eldercare manager, geriatric care manager, nurse advocate, nurse care manager, Wealth Management Banks

How Can Geriatric Care Managers Can Contract With Wealth Management Dept. of Banks ?

March 18, 2020

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

How do you open the door to Trust Departments, to serve their wealthy clients? 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 they handle their area of expertise, financial management of the client’s assets.

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

Show them the BENEFIT of your GCM Service to the wealth manager including  you as a geriatric care manager will:

 

  • Do In-depth assessment initial of aging clients health and psychosocial status
  • Assess the client’s level of competency to make financial decisions.
  • Collaborate to create a long-term care plan for clients who wish to stay at home and TO needs to plan 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 not become a crisis and are solved preventatively
  • 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 elder with dysfunctional families
  • Find out more about contracting with VIP third parties and clients

  • Free 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

    SIGN UP NOW

     

Filed Under: Aging, Aging Family, aging life business, Aging Life Care, Aging Life Care Assocaition, aging life care manager, Aging therapist, ALCA sales, Benefits of Geriatric Care Management, Blog, care management start-up, care manager, case manager, Concierge aging clients, concierge clients, Concierge Senior, elder care manager, Families, FREE MARKETING WEBINAR, FREE WEBINAR, GCM Start -Up, Geriatric Care Management Business, Geriatric Care Manager, geriatric social worker, Marketing aging life care, marketing ALCA /GCM, marketing care management, Marketing plan, marketing to upper 10%, marketing to wealth managers, nurse advocate, nurse care manager, Sales in geriatric care management, Trust Departments, Trust Officer, Wealth Management Departments, Wealth Managers, Webinar Tagged With: aging family, aging life care manager, aging parent care, care manager, case manager, Concierge Care management, eldercare manager, geriatric care manager, nurse advocate, nurse care manager, Wealth Management Banks

What GCM Benefits to Offer Wealth Management- Trust Departments ?

March 17, 2020

Finding Wealthy Clients Through Trust Departments

How do you find long-term clients from the top 10% financially- who can afford geriatric care management and home care and then offer sustainable financial growth to your Aging Life or GCM company?

Some of the hardest clients to find are the probably upper 5%  who have their money managed by a Trust Department of a bank.

How Do You Locate Trust Departments to Market to?

Not all banks have Trust Departments and you want to find banks near you who do. Plus the trust department of a bank usually is not in every bank but in one central bank in a larger city, serving all the branches. For example, I live in small Santa Cruz, California and Northern Trust, and Wells Fargo Trust are all located in San Francisco or Palo Alto.

Once you locate the central trust department then you have to make an appointment and sell yourself to meet with the trust officers. Your sales pitch needs to be uber good enough to allow the trust officer to refer you on to the trust clients, who often have 5 million or more in assets.

 You offer to the trust officer must include superior professional  Gold Standard Concierge Service to Client and Family- Care that the wealth manager and entitled client demand.

But your most compelling sales message to a trust department or any 3rd party is not that you have something wonderful to sell –it is ” I understand what your clients  need  and what will benefit both your wealthy clients and what will benefit you.”

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

You offer high-end services from your resource databases like private drivers, private chefs, car services, exclusive golf clubs and recreation that cater to entitled older clients, and upscale trust clients –Benefit So– the wealth manager will be assured you know what his high-end clients prefer for services

You explain that you are skilled in working with difficult entitled clients who can be narcissistic, demanding and unreasonable- Benefit- So the wealth manager can do what they do best= manage money and you can solve the dysfunctional family issues that wealthy difficult families are plagued with when agreeing on the best care needs for their parents.

Regularly monitor the status of an older client and report back to the financial advisors when a change in care needs or level of care is needed  Benefit so the wealth manager can work with her clients financial needs and you, the professional care manager can assess and inform her about the health and psychosocial needs so  aging problems not become a crisis and are solved preventatively

Organize community resources for clients so have the highest quality VIP health care and quality of life  Benefit so the wealth  manager can suggest the most gold standard and highest quality services in the community to meet her clients needs as he ages

Make clients feel engaged with your health and social services concierge who works with them individually and understand their exclusive needs -Benefit So the entitled trust client feel that they have a 1-1 concierge who will serve them individually  in finding the best, VIP care, they feel they deserve

  Free 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 of Concierge Clients

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

 

SIGN UP NOW

 

 

 

 

 

 

 

 

Filed Under: Aging, aging family crisis, Aging Life Care, aging life care manager, Blog, case manager, Concierge Senior, elder abuse, elder care manager, Fiscal Elder Abuse, Geriatric Care Manager, geriatric care manager, geriatric social worker, Marketing aging life care, marketing care management, marketing to concierge clients, marketing to the top 10$, Narcissistic Personality, nurse advocate, nurse care manager, Webinar Tagged With: aging family, aging life care manager, aging parent care, aging parent crisis, Benefits, benefits of ALCA, Benefits Of Geriatric Care Managers, benefits to 3rd parties, care manager, dysfunctional aging family, Entitled Family, marketing to wealth manager, Narcissism, Narcissistic Personality, nurse advocate, nurse care manager, reaching top 10% elder, Wealth Management Banks, wealthy clients

Contact

Use the form on the
Contact page to email Cathy.

Email

Latest trending news

Connect with Cathy

Get Cathy’s “10 Critical Success Steps to a Profitable Aging Life or GCM Business”

  • Home
  • GCM Manual New 5th Edition
  • Books »
  • Services »
  • About
  • Recommendations
  • Blog »
  • Contact

Copyright © 2012–2022 CressGCMConsult & Cathy Cress - Expert in Aging Life and Geriatric Care Management | Developed by wpcustomify

Powered byHow to get udemy courses for free