Cathy Cress

Expert in Aging Life and Geriatric Care Management

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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

SIGN UP ENTITLED CLIENTS

How do you sign -up long-term entitled clients from the top 10% financially-the demographic who can afford geriatric care management and home care and then offer long-term sustainable financial growth to your Aging Life or GCM company? You sell GCM or ALCA to wealth managers through the VIP benefits

 Marketing to Wealth Managers= Benefits

 You market to a wealth manager through gaining trust by offering the benefit of 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 you need what will benefit you.”

Sell to Wealth Managers Through VIP Benefits

You sell GCM or ALCA to wealth managers through the VIP benefits that you bring trust departments or as they are now known wealth managers through using the benefits a GCM or ALCA member brings to these third parties.

You sell GCM or ALCA to wealth managers through the VIP benefits – High-End Services

You sign -up long-term entitled clients from the top 10% financially- by offering the Benefit of 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 expectations of their status –Benefit – the wealth manager will be assured that his high-end clients get the recreational and private services they prefer.

You sell GCM or ALCA to wealth managers through the VIP benefits that you bring, your skill in working with their difficult entitled clients who can be narcissistic, demanding, and unreasonable. The Benefit to the wealth manager is they can do what they do best= manage money and you will solve the dysfunctional family issues that wealthy difficult families are plagued with.

Entitled Demanding Trust client you can serve

 

You sign -up long-term entitled clients from the top 10% financially managed by trust offers by regularly monitoring the status of an older client and reporting back to the financial advisors when a change in care needs or level of care is needed. The  Benefit  the wealth manager can work with her client’s financial needs and you, a professional care manager will  inform the trust officer about any health and psychosocial needs so  aging problems do not become a crisis and are solved preventatively

You sell GCM or ALCA to wealth managers through the VIP benefits that you bring through your skill in organizing community resources for clients who demand they have the highest quality VIP health care and quality of life. The  Benefit  is the wealth  manager can be assured that gold standard high-quality health care  services in the community will be used to  meet her clients needs and reflect their preferences  as she ages

You sign -up long-term entitled clients from the top 10% financially by making  clients feel engaged with you a ” personal ”  concierge who works with them 1-1 individually and understand their exclusive needs -The  Benefit  to the entitled trust client is they feel that they have a private concierge who will serve them personally,  finding the best, VIP care, they believe they deserve

 

 

 

Join me in my new FREE Webinar
Learn to Sell Benefits not Features to Third Parties to Grow Your Care Management Bottom Line 

 Find Out More 

When: March 15 2022
2 PM-3:30 PM PST
Learn
 

A feature is a fact       A benefit tell your customer the advantages of those facts

 

 

 

 

 

 

 

You will learn

You will learn how to find the benefits of your services for each 3rd party you market to so they will refer new clients to you

The specific problems  you solve for wealth managers, elder law attorneys and concierge physicians to get referrals for new clients

What specific problems do you solve for upscale Assisted Living, accountants, financial planners, MDs so they understand   your benefit or“What’s in it for them?”

Step by Step how to set up meetings with 3rd parties to make the sale

SIGN UP 

 

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