Sign Up 4 A Free September webinar!
Dear Cathy,

Care Managers Marketing to  Financial Planners &Wealth Managers

5 days left to Sign Up for Latest Free Webinar 

Join me in my new webinar -marketing to wealth managers, and financial Planners the target that will open the door for care managers to reach the top 5% of VIP Concierge Clients.

What is the difference between a wealth manager & financial Planner?

 Forbes magazine suggests that wealth managers, who are actually a subset of financial planners, deal with high net wealth - perhaps the upper 2 %. Financial Managers deal with retirees who have large assets, not stratospheric wealth. However, they both help retirees plan their retirement, and part of that retirement becomes the cost of care as they age after retirement.


Generally, clients who use a financial advisor are pre-planners so the care manager can help the financial planner and the client think through future care situations in advance which helps the financial planner provide the advisor with a roadmap for potential expense

Learn how to sell your services to the gatekeepes  to wealthy clients who can pay privately for long periods of time, when you deliver your gold standard care management services.



SIGN UP for A FREE WEBINAR Now!
ALCA Members GET This NEW OFFER Available TODAY



GET Individual CEUs from NACCM for individual classes to teach you new care management products for your menu of services.

¨

Pick from any of 21 classes Care Management products/services that adult children critically need to solve aging parent crises and get 3 CEUs per class¨

Click here to choose from 21 modules

¨Individual CEUs: $70 per 1 class CEU

¨

¨

¨Bundle – CEUs for 3 CLASSES: $199

For further information E mail Us

Questions?
Please send your questions, comments and feedback to:
Reach Cathy on Social Media.
Email Cathy
Facebook  Youtube  Linkedin  
LinkedIn Share This Email