Wealth Management Banks Archives ⋆ Cathy Cress

Last Day to Sign Up Webinar -Sell Benefits Not Features to Wealth Managers

September 26, 2022

Sell Benefits, not Features to Wealth Managers to Grow Your$ Bottom Line

Sell benefits not features to wealth manager is a key to great marketing. Do you know how you do that? &When you market Geriatric care management, what makes the sales is ” What’s in it for me the 3rd party. “Benefits answer that question for your targets. Learn how to make a great marketing presentation and sale to 3rd parties, like wealth managers, elder law attorneys, Assisted Living Directors, Trust Departments, and Concierge Physicians by understanding the benefits geriatric care management brings to each and the rest of your target audiences.

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Managing Entitled Clients Like Donald Trump at Mar a lago in 10 Steps

September 8, 2022

Managing ENTITLED CLIENTS

Managing entitled clients is something every care manager needs to do skillfully. How Do You deliver and serve long-term clients from the top 10% financially- who can offer sustainable financial growth to your Aging Life or GCM company? Then how do you manage these difficult clients who are often referred by wealth managers?

You offer superior professional Gold Standard Concierge Service to Clients and the Family- Care they demand and their wealth managers expect

You offer preventative care to avoid crises and chaos that can they often enjoy -Helping Keep Clients Out of E rooms and nursing homes and keep them at home where they wish to be and you from losing the case.

You write or rewrite your business plan that has a value proposition in your marketing plan to reach your target markets to concierge clients in the upper 10% and the third parties who in many cases serve them as well like wealth managers

10 CARE AND FEEDING TIPS TO KEEP ENTITLED CLIENTS LONG TERM

Deliver gold standard concierge service
Offer confidential services that clients and families can trust
Do not have the VIP syndrome with these sometimes famous clients
Serve the whole aging family where adult children are entitled and difficult as well.
Provide a GPS through health care needs so that the best care is delivered seamlessly
Have a full GCM toolbox and know all community resources –to change tools as client change and age safely in place
Refer or provide skilled background-checked home care aides who meet the need of entitled clients
Be willing and skilled enough to accept difficult entitled clients who are narcissistic, demanding, and unreasonable like Donald Trump, Sumner Redstone, Huguette Clark
Have someone on your staff who has a clinical background in dysfunctional aging families, and psychodynamic diagnosis, and understands undue influence
Have upscale resources in your resource database like private drivers, private chefs, car services, upscale golf clubs that cater to older clients, and upscale assisted living

FREE Webinar

Sign Up for My Latest Free Webinar

Care Managers Marketing to Wealth Managers”

When September 27^th 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 Clients.

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^th 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 – what they want in a GCM

Sign-Up for this free webinar

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 3^rd 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

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 27^th 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

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

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

Contact

Connect with Cathy

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

Sell Benefits, not Features to Wealth Managers to Grow Your$ Bottom Line

Managing ENTITLED CLIENTS

10 CARE AND FEEDING TIPS TO KEEP ENTITLED CLIENTS LONG TERM

FREE Webinar

Signing Up ENTITLED CLIENTS

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…

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

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:

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

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

Contact

Connect with Cathy

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