Senior Care Sales Solutions

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"Engage, Train, Retain"
Innovative business development/sales training specific to non-medical home care companies and individual home care professionals that would like to expedite their ability to gain referrals and convert to revenue.

08/21/2025

Empowering Aging Podcast With Carla Uter, Owner of HomeWell Care Services-Rock Hill, South Carolina

Carla is driven by a passion for compassionate senior care. She opened her HomeWell Care Services franchise in Rock Hill, SC, inspired by her grandmothers. They provide personalized in-home care, focusing on nurturing the whole person – mind, body, and spirit – and fostering independence and joy in their clients' golden years.

She and her dedicated team work closely with families to create tailored care plans, offering everything from memory care and daily assistance to cherished companionship. At HomeWell, they're more than caregivers; they're family, committed to providing exceptional quality of life for their clients.

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Check out our website to explore upcoming sales Academies for home care agency owners & business developers. www.seniorc...
08/21/2025

Check out our website to explore upcoming sales Academies for home care agency owners & business developers. www.seniorcaresales.com

Where Implementation Meets InspirationWe love events that go beyond the surface—and that’s why we’re backing the Home Ca...
08/20/2025

Where Implementation Meets Inspiration

We love events that go beyond the surface—and that’s why we’re backing the Home Care Champions Experience.

This isn’t just about learning—it’s about applying. It’s hands-on. It’s strategic. It’s the kind of experience that sends you home with a plan and the confidence to put it into motion, key principles that we follow every day.

“This event gave me actionable strategies to set my agency apart in my community. The speakers, content, and workbook have been amazing. I’ll definitely attend again next year.” – Christine Rose-VanWormer

September 24–26 | San Diego
Save your seat: https://homecarechampionsexperience.com/enroll-2025?am_id=sarah4907

Rodney Hatley, Attorney at Law in Estates & Trusts and Owner of Hatley Law Group, for served as the subject matter exper...
08/20/2025

Rodney Hatley, Attorney at Law in Estates & Trusts and Owner of Hatley Law Group, for served as the subject matter expert at the 40th Senior Care Sales Solutions Academy in beautiful San Diego, California!

Rodney delivered incredible insights on the critical intersection between home care and estate planning. As home care professionals, we’re in a unique position to have conversations that reveal whether seniors have taken the necessary steps to protect their wishes, assets, and families.

Far too often, families wait until a crisis to address estate and trust planning—when emotions are high and options are limited. By collaborating with estate & trust attorneys, we can help families proactively prepare and avoid unnecessary stress, conflict, and costly probate.

Here are five simple, yet powerful questions home care professionals can ask:

“Have you established a healthcare directive so your wishes are honored?”

“Do you have a power of attorney in place in case someone needs to act on your behalf?”

“Has a trust or will been created to protect your assets and avoid probate?”

“Are your beneficiary designations current on insurance policies and accounts?”

“Do your loved ones know where these important documents are stored?”

These are not legal conversations — they are care conversations that allow us to connect families with the right professionals, like Rodney, when gaps are discovered.

Seniors are more than their physical needs—they are multi-faceted human beings with legal, financial, emotional, and social dimensions. Partnering with professionals like Rodney ensures we address every aspect of a senior’s life with dignity, foresight, and compassion.

Thank you, Rodney, for sharing your expertise and reminding us how collaboration between home care and estate & trust attorneys leads to better outcomes for the seniors and families we serve.

To learn more about upcoming Academies, go to the website in the comments…

Did you know your best referral source might be sitting right under your nose?One of the most overlooked partnerships in...
08/19/2025

Did you know your best referral source might be sitting right under your nose?

One of the most overlooked partnerships in senior care is between home care agencies and placement professionals. Done right, these collaborations don’t just generate referrals — they elevate the level of support our nation’s seniors receive.

A huge thank-you to Julie Derry Certified Senior Advisor & Owner of Aging123, for serving as the Placement Professional Subject Matter Expert for the 40th Senior Care Sales Solutions Academy!

Julie has shown up tried and true, academy after academy, delivering tremendous value to our students. She educated robustly on:

What a placement professional does in the senior care industry

Why their role is critical for families making care decisions

How to identify a quality placement partner you can trust

Strategies for effective collaboration that lead to cross-referrals and better senior support

Julie’s message is clear: no single provider can meet every need alone. It takes a network of trusted partners — home care, placement, senior living advisors, and more — working together to guide families through some of life’s toughest decisions.

To learn about upcoming Academies and to register follow the website in the comments 👇🏽

Thank you to Alexandrea Valiere, SRES & Home Health Expert, for serving as the Home Health Subject Matter Expert for the...
08/19/2025

Thank you to Alexandrea Valiere, SRES & Home Health Expert, for serving as the Home Health Subject Matter Expert for the 40th Senior Care Sales Solutions Academy!

Alex delivered an incredibly insightful, no-fluff session on “Create Patient Care Partnerships to Boost Referrals and Fill Gaps.” She didn’t sugarcoat a thing — and that’s exactly what our students needed.

Key Takeaways from Alex’s Session

-Stop selling, start partnering – Hospitals, SNFs, and physician offices don’t want another “sales pitch.” They want partners who can help solve patient care challenges and reduce readmissions.

-Understand the gaps in care – Whether it’s bridging transitions from hospital to home, coordinating with skilled nursing, or aligning with physicians, Alex stressed the importance of filling service gaps to improve patient outcomes.

-Leverage reciprocal relationships – True success comes from building mutually beneficial partnerships with skilled home health agencies. When we collaborate, everyone wins — especially the seniors we serve.

-Know your audience – When calling on hospitals, SNFs, RCFEs, or doctor’s offices, do your homework. Understand their priorities and position your value based on what matters most to them.

Alex’s practical strategies empower our students to not just grow referrals but also elevate the standard of care for seniors across the continuum. Thank you, Alex, for sharing your expertise and passion so generously! 💛

To learn more about upcoming Academies and to register, go to the website in the comments 👇🏽

Join me in congratulating the Senior Care Sales Solutions Academy Graduates Class #0039Empowering Aging Senior Care Pro...
08/19/2025

Join me in congratulating the Senior Care Sales Solutions Academy Graduates Class #0039

Empowering Aging Senior Care Professional’s Oath

I pledge as a senior care professional to uphold the principles of empowering aging. I pledge to treat every senior with respect, kindness, and compassion, honoring their dignity and individuality. I will listen to their needs and concerns with patience, empathy, and an open mind, ensuring that their voices are heard, and their preferences are respected. I recognize that every senior has unique needs, interests, and capabilities. I will work to understand their unique needs, always striving to provide tailored care that helps them age with grace and dignity by focusing on recommendations to support psycho-social well-being in addition to activities of daily living.

I pledge to be an advocate for seniors in my care, ensuring that they are treated with the respect and dignity they deserve. I will help them to maintain their independence and self-esteem by empowering them to make their own choices and decisions as best they can, meeting them where they are in their aging journey. I will support them in pursuing their interests and hobbies, keeping them active, engaged, and fulfilled by meeting them where they are in their aging journey. I will also help them to stay connected with their loved ones, friends, and the wider community, ensuring they don't feel isolated or lonely.

I pledge to stay current with the latest advancements in senior care, ensuring that my knowledge and skills are updated regularly. I will attend relevant training, collaborating with other senior care professionals to enhance our collective knowledge of senior care practices. I will also be open to constructive feedback from my colleagues and seniors, continually learning and growing in my practice.

In conclusion, I recognize the importance of empowering aging as a senior care professional, and I commit to serving seniors with respect, kindness, and compassion. By adhering to the principles of this oath, I will make a meaningful contribution to seniors' lives, helping them age with grace, dignity, and independence.

“Redefining How Senior Care Professionals SERVE Referral Partners and Families.”

Thank you to David Moreno with Ciera Bank, Private Trust, for serving as the Trust Officer Subject Matter Expert at our ...
08/19/2025

Thank you to David Moreno with Ciera Bank, Private Trust, for serving as the Trust Officer Subject Matter Expert at our private Visiting Angels Home Care–Senior Care Sales Solutions Academy in Ft. Worth, Texas.

David shared invaluable insight on a topic that is often overlooked in senior care: the critical role of a trust officer and how their work directly impacts the quality of care seniors and adults with disabilities receive.

Here’s why this relationship matters:

Trust Officers Protect & Preserve Assets – They ensure that funds and resources are properly managed, so care can continue without unnecessary interruption.

Home Care Providers Deliver Care in Alignment with Financial Plans – By understanding the trust’s structure and limitations, we can provide services that align with what’s been set aside for the client’s needs.

Together, We Safeguard the Client’s Wishes – When trust officers and home care providers collaborate, seniors and adults with disabilities benefit from both financial security and consistent, quality care.

Too often, professionals work in isolation. But the truth is, a trust officer without a trusted home care partner—or a home care agency without financial guidance—leaves gaps that can jeopardize a client’s well-being.

The Academy is designed to break down those silos and create partnerships that protect dignity, independence, and peace of mind. David, thank you for showing our students how home care and trust officers can and must work hand in hand for the benefit of those we serve.

To learn more about upcoming Academies and to register follow the link in the comments 👇🏽

At our recent private Visiting Angels Home Care–Senior Care Sales Solutions Academy in Ft. Worth, Texas, we had the priv...
08/19/2025

At our recent private Visiting Angels Home Care–Senior Care Sales Solutions Academy in Ft. Worth, Texas, we had the privilege of learning from Simon Beresford, Certified Financial Planner & Regional Director at Capital Advisors, who served as our Wealth Management Subject Matter Expert.

Simon reminded us of something every senior care professional should understand: home care and financial planning are deeply connected.

Too often, families wait until a crisis to think about how care will be paid for. This reactive approach leads to stress, fragmented decision-making, and in many cases, limited options. By contrast, when home care providers partner with certified financial planners early, families gain:

Clarity – Understanding what resources are available and how long they’ll last.

Confidence – Knowing care decisions are financially sustainable.

Continuity – Aligning care plans with financial strategies so seniors can age at home without interruption.

And it works both ways—financial planners also need trusted care partners. Having a home care professional to call ensures their clients receive the right support at the right time, preserving both quality of life and financial resources.

The takeaway? We cannot serve seniors in silos. Home care, wealth management, legal planning, and healthcare must work together. When we collaborate, we not only extend the length of time care can be afforded but also protect a senior’s dignity, choices, and independence.

A huge thank you to Simon for educating our students and reinforcing the value of these cross-industry partnerships. Your expertise empowers us to deliver more than care—we deliver peace of mind.

To learn about and register for an upcoming Academy go to the website in the comments 👇🏽

A sincere thank you to Blair Norman, Attorney at Law with Norman & Norman P.C., for serving as the Estates & Trusts Atto...
08/19/2025

A sincere thank you to Blair Norman, Attorney at Law with Norman & Norman P.C., for serving as the Estates & Trusts Attorney Subject Matter Expert at our private Visiting Angels Home Care–Senior Care Sales Solutions Academy in Ft. Worth, Texas.

One of the most overlooked aspects of senior care is proper legal planning. Too often, families only realize the importance of having clear estate and trust documents when it’s already too late. As home care professionals, we have a responsibility to recognize that seniors are whole, multi-faceted human beings. Addressing only their physical needs is not enough—legal, financial, and psycho-social considerations are equally vital to their long-term well-being.

Partnering with a trusted Estates & Trusts Attorney ensures that seniors’ wishes are documented, their assets are protected, and their families are spared unnecessary stress during times of transition. By asking even a few basic questions—“Do you have a power of attorney?” “Has your trust been updated recently?”—we can uncover potential gaps and guide families to the right resources.

This is not about practicing law; it’s about advocating for the seniors we serve by ensuring all areas of their lives are addressed. When home care agencies collaborate with estate and trust attorneys, we strengthen the safety net for older adults, bringing peace of mind to both clients and their loved ones.

Thank you, Blair, for equipping our students with the knowledge to make these important connections and elevate the standard of care for our nation’s seniors.

To learn more about and to register for upcoming Academies, click the link in the comments 👇🏽

Thank you, Lorena Bowles!As Founder of The LinkD Network 📣 and a valued Senior Care Sales Solutions Subject Matter Exper...
08/18/2025

Thank you, Lorena Bowles!

As Founder of The LinkD Network 📣 and a valued Senior Care Sales Solutions Subject Matter Expert & Coach, Lorena brought incredible value to the students of the Visiting Angels Private Home Care Sales Academy in Ft. Worth, Texas.

In just one session, she covered THREE game-changing topics every home care business developer needs:

-Networking Dos & Don’ts – How to Work a Room

-Marketing to Physicians – 7 Keys Before You Walk In

-The Gatekeeper – How to Get Past the Front Desk with Value

Her expertise was practical, real, and exactly what our students needed to sharpen their skills and succeed in the field.

Thank you, Lorena, for equipping the students with the tools to win the right way—through preparation, professionalism, and purpose.

To learn more about upcoming Academies, click the link in the comments 👇🏽

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San Diego, CA

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+18582229241

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