Cathy Cress

Expert in Aging Life and Geriatric Care Management

  • Home
  • Products
    • Speakers Bureau Package
    • 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

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 

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

Managing Entitled 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 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 trusts – what they want in a GCM

Sign-Up for this free webinar

 

 

 

 

 

 

 

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, care manager, Donald Trump, dysfunctional aging family, Entitled Family, marketing to wealth manager, Narcissism, Narcissistic Personality, nurse advocate, nurse care manager, Sumner Redstone, wealth, wealth management, Wealth Management Banks, wealth managers, wealthy clients

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

Do You Partner With Wealth Managers To Reach Care Management Concierge Clients?

June 30, 2017

GCM-pix-2.jpg

Wealth management banks are increasingly using geriatric care managers to serve their 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 heath 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:

 

  • Do In-depth assessment initial of aging clients health and psychosocial status
  • Assess 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 highest quality of health care 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 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
  • Manging dysfunctional families
  • Facilitating  family meetings to come to an agreement about care for elder with dysfunctional families

 

Find out more about reaching concierge clients through wealth management

 Learn the magic of marketing to wealth managers to sign up clients who need

and can afford your service

 Join me for my newest free Webinar

 How to Make a Profit Serving the Older Concierge Clients,

August 23, 2017h 11:00 -12:00 PST

Discover how to transform your GCM entrepreneurial dream into a profitable reality with 5 key marketing steps

Learn more and get the details   

 

 

 

 

 

Filed Under: Aging, aging life care manager, Blog, case manager, elder care manager, Families, Geriatric Care Management Business, Geriatric Care Manager, 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

Partner With Wealth Managers To Reach Care Management Concierge Clients

October 11, 2015

GCM-pix-2.jpg

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

Find out more about reaching concierge clients through wealth management

 

 Learn the magic of marketing to wealth managers to sign up clients to need

and can afford your service

 

Sign up for my new free webinar 

 

 

 

Filed Under: Aging Tagged With: concierge clients, geriatric care manager, marketing to trust officers, wealth managers

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 © 2012–2023 CressGCMConsult & Cathy Cress - Expert in Aging Life and Geriatric Care Management | Developed by wpcustomify