Session Details

Building Your Business: You as the QB & the Power of Three

Business Development

Date: Friday, August 22, 2025
Time: 4:10 pm

This presentation will provide strategies to help Certified Senior Advisor (CSA) professionals grow and retain their client base, create better outcomes for seniors, and reduce the stress on the senior’s family.

Solution:
To stand out, CSA professionals should think holistically and collaborate with other specialists, ensuring that seniors and their families receive comprehensive support. This is done by acting as the “quarterback”, pulling together a team of professionals to ensure better well-being for seniors.

Key Points:

The Power of Seeing the Whole Field: By embracing holistic planning across 12 critical areas, CSA professionals can anticipate needs and offer tailored solutions.
The Power of the Team: By building a network of professionals and collaborating with experts in fields like finance, healthcare, and law addressing all aspects of the senior’s life.
The Power of the Playbook: By prioritizing client goals and creating manageable action plans, CSA professionals can ensure that gets implemented.

Benefits:

For Clients: Families experience peace of mind with a seamless plan, and seniors benefit from reduced stress and long-term certainty.
For Professionals: CSAs build credibility, client satisfaction, and robust business growth.

Learning Objectives:

Learn to approach client engagements from a holistic perspective. Become familiar with 12 key areas that encompass the life of a senior and the interplay between these areas.
Learn how to identify best in class professionals in various fields and create and nurture relationships with these professionals to assemble a formidable referral network.
Learn how to identify, prioritize and complete tasks based on the individual needs of your senior client and their family.