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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.
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