wealthy clients 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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Does VIP Marketing and Sales Plan Transform Your Bottom Line?

September 13, 2022

Marketing and Sales Plan to find VIP Clients Concierge Clients Will Make You a Profit

You need a VIP Marketing and Sales Plan to find Concierge Clients. Why- you can transform your agency into a profitable service by finding concierge clients for your care management agency

Why- a geriatric care manager is a powerful health care concierge, just like the new concierge medical services. This is a stellar selling point to potential GCM clients who are in the top 10% income brackets.

Find Concierge Clients upper 10% As Medicare Does Not Cover Long-Term Care

These well-to-do VIP Concierge clients can afford to pay privately for long-term care geriatric care management and private duty home care because they are financially in the upper 10% of the economy. Long-term care is not covered by Medicare, so only these wealthy Americans can pay for it.

Why is offering concierge services a great idea for this group of seniors? A geriatric care manager is a highly skilled professional who acts as a personal assistant to the aging family delivering the long-term care services they need at the right time, the right place for the right level of care

What Great Benefits You Bring When you Find the Concierge Client

What are the Benefits care managers offer VIP clients.You offer highly personalized aging parent care. VIP Concierge clients can reach you at almost any time. You build a deep relationship with the client and family. As a GPS through elder care, the GCM helps them step by step through one of the hardest journeys of their life. A geriatric care manager’s highly personalized service meets all the needs of the aging family and the client. GCMs are like a concierge at a 5-star hotel. They serve the family by solving their caregiving problems and making elder care more seamless. But here is a deal-breaker, most care managers did not know they must have. You need a marketing and sales background to do an intake and get the client into your services.

Join me in my newest FREE Webinar

Free Webinar on Finding Concierge Clients

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, 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

Learn about a VIP Marketing and Sales Plan

FREE WHITE PAPER LEARN COPY & KEYWORDS TO ATTRACT VIP CLIENTS

Write Your powerful VIP Marketing and Sales Plan

Sign-up for my Free White paper to learn to use the copy & keywords to sign-up for home care or care management Concierge-VIP Clients who can afford care management & home care as Medicare does not cover long-term care

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

Does a VIP Marketing Sales Plan and Transform Your Bottom Line?

May 11, 2022

A Marketing and Sales Plan to find VIP Clients Concierge Clients Will Make You a Profit

You need a Marketing and Sales Plan to find VIP Concierge Clients. Transform your agency into a profitable service finding concierge clients for your care management agency

Why- a geriatric care manager is a powerful health care concierge, just like the new concierge medical services. This is a steller selling point to potential GCM clients who are in the top 10% income brackets.

Upper 10% Can Afford You Because Medicare Sadly Does Not Cover Long Term Care

Why is offering concierge services a great idea for this group of seniors? A geriatric care manager is a highly skilled professional who acts as a personal assistant to the aging family delivering the long term care services they need at the right time, the right place for the right level of care

What Great Benefits You Bring To The Concierge Client

You offer highly personalized aging parent care. VIP Concierge clients can reach you at almost any time You build a deep relationship with the client and family. As a GPS through elder care, the GCM helps them step by step through one of the hardest journeys of their life. A geriatric care manager’s highly personalized service meets all the needs of the aging family and the client. GCMs are like a concierge at a 5-star hotel there to serve the family by solving their caregiving problems and making elder care more seamless. But here is a deal-breaker, most care managers did not know they must have. You need a marketing and sales background to do an intake and get the client in your services.

Join me in my newest FREE Webinar

How to Find Concierge Clients Who Can Afford You

WHEN Tuesday, May 17^th, 2022

WHAT TIME_2 PM-3:30 PM Pacific Standard Time

What we will cover

Why only the top 10% can afford private pay care management
Why Long-Distance Care Providers are Concierge Clients
Who Are the 5 categories of VIP/Concierge Clients?
Sales Using Benefits Not Features to ALCA -GCM 3^rd PARTIES
Understand how to find VIP Concierge Clients By hot mapping & Market Studies
How to Use Free Public Relations ( PR) to Find Adult Children of VIP Clients
How to create or revise a Concierge Geriatric Care Management Strategic Marketing Plan

SIGN UP

REGISTER NOW

FREE WHITE PAPER LEARN COPY & KEYWORDS TO ATTRACT VIP CLIENTS

Find Out more about Long Distance Care Providers on my Youtube playlist

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

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