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What Do You Do When Your Clients Experience a Family Caregiving Crisis?
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They’re stunned by a sudden turn of events…
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They lack a framework for understanding complex issues…
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They don’t know who to turn to for useful advice…
Add Savvy Caregiving to Your Client Education Program
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Help lead your clients and prospects through the tricky emotional, legal, and financial issues that arise when a family caregiving crisis strikes...
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Prepare others to plan so their challenges never reach crisis level. You can make a difference…
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Savvy Caregiving helps you lead clients and prospects through the emotional, legal, and financial shoals of a family caregiving crisis.
Yes, I want to build my expertise and service my clients and prospects with the Savvy Caregiving client education program.
Your Savvy Caregiving program includes:
CLIENT PRESENTATION
Present to clients and your community.
4 Keys to Making a Difference in a Family Caregiving Challenge:
Overview: This informative, action-oriented presentation is ideal for public presentations and one-on-one meetings. It’s supported by stories, data, and illustrations designed to cover these main points:
Introduction: You’ll start your presentation with a group of slides that “unpack” the problem for your audience so they recognize they’re not alone in a caregiving challenge. As you explore the range of issues families typically confront, they’ll realize that few families have prepared for the problems triggered by a caregiving crisis that endangers a loved one’s welfare and disrupts family harmony. But by the end your presentation, they’ll know how to proceed thanks to you.
Key Points: During the body of your presentation, which will take about 40 minutes, you’ll powerfully land these four key ideas (each supported by slides that deliver data, stories, and illustrations):
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Ensure Your Loved One’s Good, Continued Care With Smart Planning: An examination of the challenges faced by families who find themselves in a caregiving crisis—or who foresee obvious future needs.
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A Caregiving Plan Must Address Medical, Legal, Financial, and Personal Issues: A look at the variety of costs—financial, emotional, physical—that families and family caregivers endure.
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Caregiving Always Impacts the Rest of the Family— That Needs Planning, too: A pointed look at the critical topics that arise, often previously unaddressed, that will need attention in a caregiving plan.
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We Need a Team Approach to Produce the Best Caregiving Plan: A discussion of the range of ways different professionals can assist families in avoiding the worst aspects of a caregiving crisis and start sorting things out in a productive way.
Solution: After you finish delivering your fourth key idea, you’ll transition to finishing your presentation. “You should start building your caregiving plan now. Time is critical and it shouldn’t wait. I’d like to invite you to come meet with me for a complimentary review to identify your most important first steps. We’ll discuss your family’s current situation and we’ll examine those critical personal, medical, legal, and financial issues. And you’ll leave with a custom checklist for your caregiving plan."
Presentation includes 50+ PowerPoint slides and 12-pages of notes
CLIENT REFERENCE HANDOUTS
Laminated Reference
(50 copies)
Range of Caregiving
Resources
The Family Guide to Caregiving. This handout (50 copies) is a 3-panel, 6-sided, 8.5" x 11" reference to distribute to clients and prospects. It explains key personal, medical, legal, and financial concepts that need addressing in a caregiving plan.
Organize and Deliver
Your Presentation
CLIENT MEETING GUIDE
Savvy Caregiving First Meeting Guide. This downloadable guide will provide you with a range of resources to choose from as you meet with clients and prospects to discuss caregiving. It includes:
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Caregiving Plan Overview Checklist: Use this during your first meeting with clients and prospects. The checklist will identify the key caregiving plan areas in need of immediate attention.
Improve Your Cybersecurity
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Caregiving Resources List: A helpful collection of organizations and websites that provide practical education and guidance.
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Caregiving Plan Template: Use this Word document to quickly start assembling the framework of a clients’ caregiving plan.
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Documents Checklist: Use this checklist to help clients get organized as you review the situation and they prepare for action.
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Best of Caregiving Resources Guide: A compendium of resources helpful to anyone developing a caregiving plan. Includes needs assessment questionnaires, checklists, templates, and other helpful tools.
MARKETING MATERIALS (FINRA-REVIEWED)
Savvy Caregiving Marketing Toolkit. Use this guide to organize the marketing and delivery of your Savvy Caregiving presentations.
FREE BONUS
Hack-Proof Your Life Now! The New Cybersecurity Rules (1 copy): Get this award-winning guide that will help you and your clients dramatically improve their cybersecurity.
Go Ahead and Sign-Up Now—There’s No Risk So Give It a Try
Become a member of the Savvy Caregiving program.
Your Savvy Caregiving fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below. To save you time, your subscription will be renewed at the end of its term and you’ll receive the latest, updated version of the program, plus 50 copies of the Savvy Caregiving guide. (You can cancel anytime.) You will receive a reminder from us two weeks before your credit card is charged, so you have time to update your card information.
Our online process is secure and you can safely provide your credit card information in the form below.
Risk-Free GUARANTEE for Savvy Caregiving
We think this program is so important to your community, your clients and your success, that we’re trying to make it as easy for you as possible to gain this valuable knowledge. Use Savvy Caregiving with your clients and prospects. Boomers continue to face challenges with their elderly parents and among themselves. They are the original sandwich generation and need help responding to the caregiving challenge.
By helping people better understand how a caregiving plan can keep their loved ones safe, their assets protected, and maintain some semblance of family harmony, you'll be helping them achieve a small "peace of mind." That's why I urge you to obtain the Savvy Caregiving and make this guarantee:
Learn the program. Present it to your clients and prospects. Use it one-on-one and in group settings—as a client education workshop. Do that for 12 months. If you're not finding that your clients and prospects are extremely grateful to have a competent, confident and knowledgeable advisor guide them through the ins and outs of the caregiving planning process, we'll completely refund 100% of your purchase price—guaranteed, no questions asked. Just call and tell us you're returning all the materials to Horsesmouth at: Horsesmouth, 230 Park Avenue, 3rd Floor West, New York, NY 10169. Phone: 212-343-8760, Ext. 1.
About Horsesmouth
Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.
FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)