Category: Seniors Housing

Joy Loverde is a path carver, a keynote speaker and a best-selling author. Her book, “The Complete Eldercare Planner” helps senior living shoppers figure out “where to start, which questions to ask and how to find help.” 

She also knows what it takes to plan effective sales events for senior living communities. For more than 35 years Joy has participated in hundreds of senior living marketing events as a keynote speaker and a mature marketing consultant. She joined our weekly Roundtable recently to share some of the things she’s learned about sales events. The following are some highlights from that conversation. 

WHAT CHANGES HAVE YOU SEEN IN TERMS OF WHO ATTENDS SENIOR LIVING MARKETING EVENTS? 

There have been significant shifts, particularly in the demographics of attendees at independent living prospect events.The audience has become much younger and healthier over the past decade, with participants as young as 45 and many in their 60s and 70s who are active and healthy. Joy highlighted the presence of young widows in their 50s and 60s who feel invisible, as well as the LGBTQ+ population, who are concerned about finding inclusive living environments. 

ARE YOU FINDING THAT THE PEOPLE ATTENDING EVENTS ARE MUCH MORE EDUCATED ON THE SENIOR LIVING MARKETPLACE THAN BEFORE?

Prospects today are much more informed. Attendees, especially boomers, enter the events with extensive knowledge of the products, whether it’s assisted living or independent living. They have thoroughly researched online and are aware of various lifestyle housing alternatives. 

Many attendees have experienced caregiving for their parents or grandparents, which has made them aware of the difficulties and financial nightmares associated with end-of-life care. This personal experience has informed their decisions about what they do not want as they journey toward old age.

WHAT KINDS OF QUESTIONS ARE PEOPLE IN YOUR SENIOR LIVING AUDIENCES (PROSPECTS) ASKING NOW? 

In the past, discussions focused on the benefits of communal living and dining preferences. Today, boomer prospects express more of a desire for control and individuality. For example, customizing their personal living spaces is important to them.  

Another significant shift in questions revolves around emotional wellness. In addition to boomers, many younger widows attend Joy’s events. They ask about individual support in the areas of grief, yoga, meditation, and spirituality. Joy further explained that in general many boomers are frequently experiencing grief due to the loss of loved ones, and they express the need for ongoing emotional support.

DOES THE LOCATION OF WHERE YOU HOLD MARKETING EVENTS MATTER IN TERMS OF ATTRACTING PROSPECTS? 

Joy noted a significant shift in event location strategies. Previously, there was a focus on holding independent living events at luxurious off-campus venues like country clubs to showcase community life. Now, the trend is toward smaller, on-campus events for Life Plan Communities, accommodating up to 60 people. Smaller audiences allow for more personalized interactions and attention to individual prospects.

Conversely, events for assisted living are now often held in vibrant settings like country clubs. These venues offer a feel-good environment with healthy food and social opportunities, which can be particularly appealing to prospects and adult children facing crises. 

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here.

In 2018, Goodwin Living created a program that helps employees pursue their U.S. citizenship and even pursue citizenship for family members. Six years later, that program is thriving and has become a valuable recruitment and retention tool for Goodwin Living. 

Valerie Burke, chief philanthropy officer at Goodwin Living, recently appeared as a guest on our weekly Roundtable gathering where she shared details about the Citizenship Application Program at Goodwin Living and how other communities can create similar programs of their own. Below are three takeaways from that conversation. 

INSPIRATION BEHIND THE PROGRAM

Valerie shared a story about Rita Siebenaler, a former social worker and resident, who highlighted the challenges immigrants face when starting new lives in the U.S. Learning that the application fee for U.S. citizenship was over $700, Rita recognized that many of the workers supporting their families with multiple jobs couldn’t afford it. 

Rita proposed raising funds to cover these fees. With the support of the Goodwin Living Foundation, they raised $40,000 in a few weeks, leading to the creation of the Citizenship Program.

DETAILS ABOUT THE PROGRAM

The Citizenship Program is open to employees with six months of tenure. The program has expanded to include coverage for citizenship applications fees for up to two additional family members after one year of employment. The program also includes fees for DACA renewals, work permits and green card renewals.

STRONGER BONDS BETWEEN RESIDENTS AND EMPLOYEES

Valerie noted that residents sometimes get involved to help tutor employees in preparation for their citizenship test which leads to wonderful bonds between residents and team members.  

HELPING EMPLOYEES HELPS THE COMMUNITY

Valerie emphasized that while the Citizenship Program highlights the impact of generosity for a nonprofit, it also presents a low-cost, high-impact effort for for-profit organizations. 

The Citizenship Program enhances employee inclusion and differentiates Goodwin Living among senior living organizations. It also attracted more volunteers and supporters for their Foundation, aiding in areas such as tuition support and emergency grants.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

Doug Chasick – also known as “That Fair Housing Guy” – has nearly 50 years of experience at all levels of investment real estate acquisition, management and leasing. He was also a recent Roundtable guest, where he shared some wisdom about the ins and outs of fair housing and the impact that recent laws may have in some states and nationwide. 

It’s worth noting that using diversity in your community’s marketing images is a step in the right direction when it comes to adhering to fair housing regulations.Here are a few key takeaways from Doug’s Roundtable presentation:

DISPARATE IMPACT IS REAL (AND A PROBLEM)

Disparate impact refers to policies that are neutral on their face but result in discrimination against a protected group when enforced. Doug cited a recent HUD settlement with SafeRent Solutions, which was based on race discrimination through disparate impact rather than intentional discriminatory treatment.

DIGITAL DISCRIMINATION IS ALSO REAL

Digital discrimination arises when luxury communities are provided with high-speed internet while affordable communities are left with slower options like DSL. Given the demographics, this disparity can lead to allegations of discrimination against protected categories in the affordable properties. This issue is particularly challenging because new constructions are easier to equip with advanced digital features, whereas retrofitting older affordable properties is costly and complicated.

PET BANS COULD BECOME A THING OF THE PAST

If passed, a pending California bill would require multifamily properties to allow common household pets. This means that communities currently operating as no-pet communities would need to permit pets such as dogs, cats, reptiles, small gerbils, hamsters, and even snakes. This serves as a heads-up for those managing properties in California. 

NON-COMPLIANCE HAS SERIOUS CONSEQUENCES

Doug ended his presentation by highlighting a significant case involving three real estate companies in Washington, D.C., which collectively faced fines totaling ten million dollars. The fines were imposed because the companies refused to accept tenants who had Housing Choice vouchers, a violation of fair housing laws. As a result, the president of one company had to surrender her broker’s license, and all principals involved were barred from working in the real estate industry. This case underscored the serious consequences of non-compliance with fair housing regulations. 

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, email Derek Dunham at ddunham@varsitybranding.com.

Varsity has been selected as the agency of record for Wichita, Kansas-based senior living community, Larksfield Place. The competitive win followed an RFP process that involved several other marketing firms. 

The multi-year project involves branding research, sales consulting, development of a creative campaign and marketing for Larksfield Place and an upcoming expansion of the community. 

“We’re expanding, both as a community and a brand. Marketing that expansion is important but we don’t want to lose focus on the marketing of our existing community,” said Larksfield Place vice president of sales, Tammy Flaming of the decision to partner with an agency. “Varsity allows us to stay focused on both and develop new lead generation strategies for the new expansion.” 

Specific tactics will include direct mail, paid digital media, social media, print and out-of-home advertising and various collateral materials. 

“Larksfield Place is a leader not just in the Wichita market, but nationally as evidenced by their recent ranking as one of the best CCRCs in America according to Newsweek,” said Varsity President Derek Dunham. “We are honored to partner with the team to advance Larksfield Place’s mission.” 

The goals for Varsity and Larksfield Place will be to generate qualified leads for the expansion while maintaining or exceeding 90% occupancy in the existing community. Initial strategy is focused on awareness of the expansion and priority members for the expansion. Work will run in the Wichita and McPherson, Kansas areas.

For more information about Larksfield Place visit Larksfield.org.

At our 42nd monthly Age-in-Place Program Roundtable earlier this month we had the pleasure of welcoming Scott Townsley of Trilogy Consulting as our guest speaker. Scott talked at length about the simple topic (but also a very big one) of potential within the Age in Place Program (also known as Continuing Care at Home or CCaH). 

Here are just four of the many highlights from that presentation: 

WHAT’S IN A NAME? (A LOT!) 

People know home care and assisted living and the perception of those services are positive. The perceptions of CCRCs and LPCs are also generally positive. But if you use the word “nursing home,” everybody knows it and almost everybody has a negative view of it.  So if the public dislikes nursing homes, and a CCaH membership prevents you from moving into a nursing home, then that’s the message! 

THE FORGOTTEN ESSENTIAL NON-CUSTOMER

The term that doesn’t get highlighted often enough is “the essential non-customer.” If the CCaH is to grow, it has to find that customer. It’s somebody who doesn’t show up to the presentation, but they’re open to messaging about CCaH options. They’re the 99.9% who might be attracted but they don’t know yet why. 

REASONS TO CELEBRATE  

“There are some serious reasons to celebrate Continuing Care at Home and Age in Place programs,” said Scott. “Wellness coordination has been so effective, it’s kept individuals – maybe thousands of individuals – from placement in a nursing home or assisted living.” 

CCaH has enabled organizations to be able to serve more broadly at home and not spend countless millions of dollars to serve the same individuals in a building on campus. 

CHANGE AND TARGET AUDIENCE

Scott noted that a lot of people within the senior living field were confident that they’d be able to change the image of senior living. But actual change isn’t easy. Scott cited a survey that found that the percentage of people who are very interested in a senior living community is around 6%. The percentage who’s interested in CCaH is closer to 12%. While both audience are relatively small, CCaH has a much bigger audience and a much better chance of getting them interested in an aging in place program. 

Visit the Trilogy Consulting website to learn more about Scott and the work that Trilogy does.

Aramark, the largest U.S.-based food service company, is reentering the senior living industry and has tapped Varsity to help kick off the effort. 

Varsity’s work included the development of the new Aramark offering — Aramark SeniorLIFE+ — with the creation of a brand story, website elements, brochure and other sales materials. The Aramark SeniorLIFE+ product will include dining and nutrition services, environmental services, facility management, technology, and amenities that tie into a community’s concierge, activities and social engagement offerings.  

“To develop this service offering, it was important for us to partner with a marketing and branding team that understands the senior living industry,” said Aramark SeniorLIFE+ CEO Joe Gorman. “A senior living campaign requires an extremely focused knowledge of the end user of our services, but also a knowledge of the decision-makers at the communities we’ll be working with. Varsity knows both audiences better than anyone.”

The return to senior living is a natural next step for Aramark, which already serves the world’s leading educational institutions, Fortune 500 companies, world champion sports teams and prominent healthcare providers.

The Aramark SeniorLIFE+ program was officially unveiled in November at the LeadingAge Annual Meeting in Chicago. The new service will be promoted nationally throughout 2024. Visit the SeniorLIFE+ page of the Aramark website for more information.

 

 

The LeadingAge PA Annual Conference is an annual highlight for the Varsity team and this year’s event was no exception. It’s always a pleasure to meet with friends and clients and make new connections. 

We also pay close attention to the trending topics overhead at shows like LeadingAge PA. Here’s a look at four conversations we found ourselves in the middle of during our time in the Poconos: 

CONSOLIDATION – We’re seeing more affiliations, mergers and acquisitions (or at least hearing about them) than ever before, including for-profit skilled nursing systems taking over not-for-profit faith-based SNFs. The mergers and acquisitions market for the senior living industry is incredibly active and shows no signs of slowing. 

WORKFORCE DEVELOPMENT – Reducing or eliminating agency support continues to be a priority as communities recognized the importance of developing a skilled workforce and maintaining a stable team to meet the needs of residents.

REIMBURSEMENTS – The delicate balance between providing top-notch healthcare services and managing financial resources is a tightrope walk that retirement communities navigate with precision and care. Keeping pace with reimbursements for the healthcare end of the continuum is a big part of that daily struggle. 

MIDDLE MARKET STRATEGIES – The middle market is a growing older adult population and we’re seeing more conversations around strategies to target and serve those who fall into that often overlooked gap. There are some unique models that are working well. It’s a market that Varsity is intimately familiar with and one that we’ll continue to develop strategies for in the future. 

Total solar eclipses are rare events. The last one we saw in the U.S. was in 2017. This year’s total solar eclipse on April 8 will last longer and will be visible in more states than the last event.

If you’re looking for the best views, you’ll have to watch from Texas, Arkansas, Missouri, Kentucky, Illinois, Indiana, Ohio, Pennsylvania, New York, Vermont, New Hampshire or Maine. In Arkansas, that means over a million people will be visiting from across the country for the state’s largest tourism event ever. The entire state is gearing up, including state troopers, hotel clerks and restaurant owners.

Parkway Village, a senior living community in Little Rock, Arkansas, is getting ready, too. “There is definitely an air of anticipation as April 8 gets closer!” said Alyssa Majeske, the community’s wellness and activities coordinator.

With its home state a prime viewing position for this rare event, Parkway Village is going all out in throwing a solar eclipse viewing party. “We have quite the event planned — it will be such a fun time for our residents,” said Alyssa. “We are planning to have yard games to play, music, ‘safe sparklers,’ and, of course, we are providing solar eclipse glasses.”

Best of all will be the food. “We are planning a fun menu of snacks and desserts that are in line with the theme of the event — foods like Milky Ways, moon pies and specially shaped cheese and crackers,” Alyssa said.

“We are starting the viewing party right before the partial eclipse begins (projected to be 12:33 p.m.), so our folks can have the full experience of the eclipse,” she continued. “We will have LED Tiki torches to light the path, as well. There will be music with a mic system, so we can make announcements — for example, to let our residents know that they need to wear the eclipse glasses whenever any part of the sun’s disk is visible. We want this to be a fun, memorable experience for our residents here at Parkway Village.”

Parkway Village is anticipating attendance of 100 to 200 residents, or more. “Our residents are very excited,” said Alyssa. “Just this week, I’ve received multiple phone calls making sure we are still hosting a viewing party.”

The eclipse has also attracted prospects to Parkway Village. There are several tours booked for the week of the solar eclipse, and they are all people from out of town who are here to view the celestial phenomenon. Most of the community’s guest rooms are booked, too.

An opportunity like this only comes around once in a great while, but the total solar eclipse does provide inspiration for planning other events. From Super Bowl parties in February to tax prep workshops in April, tying your community’s event to something that’s happening in the greater community can create excitement and draw in potential residents.

 

 

 

 

 

 

 

Yesterday, we celebrated our 200th Varsity Sales & Marketing Roundtable. Over 50 attendees tuned in to hear special guest John Spooner, co-chief executive officer of Greystone Communities, share his presentation, “Understanding the New Consumer Mindset.” Here are some highlights of John’s fascinating discussion.

More Than a Retirement Counselor

You may be called a retirement counselor or marketing assistant, but you have to think of yourself as the chief revenue officer. The organization won’t thrive unless you have success bringing new residents into the community.

The Three Buckets of Prospects

How many clients do you have that are sold on your community, but still won’t move forward? We put prospects into three buckets:

• Planners: They know what they want and they move through the process relatively fast.
• Procrastinators: A giant bloat in your database: They’re sold but they’re just not moving forward.
• Crashers: They wait too late, and come in after they’ve had a health scare. Now they need AL, but they really want IL.

‘I Understand and Want the Benefits of Your Community, BUT …’

The procrastinators say things like, “I couldn’t leave my home.” “Let’s talk next year.” “I’m not ready.” “I need to think about this.”

We call those F.U.D. (fear, uncertainty and doubt). Those are people that we have trouble moving through the process. Their objections are not unique. Sometimes it’s an emotional objection, sometimes it’s a financial objection. They toggle back and forth and switch to another one after you’ve got them covered. So the question is, at what point do we lose them? When the reality sets in that they have to make a decision.

Selling Senior Living Is Hard, Buying Is Harder

Selling is a difficult job. But buying is harder because prospects are coming into it without a lot of knowledge, trying to make a decision that most of them don’t want to make. That’s why you have so many people in your bloated database.

Prospects Have Created a Living Terrarium — and They Want to Stay There

We’re genetically engineered to conserve energy by minimizing energy expenditure. It’s easy to say, “I can’t move because I can’t change my doctor, my plumber, my friends.” Prospects have created this living terrarium that they are living in — they are not going to expose themselves to self-imposed chaos. They say, “I’m going to hit the easy button and live in my ecosystem.” Ecosystem equals status quo.

Battling ‘Status Quo’ Bias

Everything that prospects think or say is about seeking information that confirms their decision to do nothing and maintain the status quo. They are so fearful of making a mistake for an uncertain outcome that they can’t move forward. Simply put, their fear of messing up is more than their fear of missing out. Our job is to break the gravitational pull of that senior status quo. When you can move their status quo so that it becomes less than the community, everyone wins.

Your competition isn’t another community across town. Your competition isn’t “staying in their own home.” The REAL competition is NO DECISION. Some seniors are playing the same “no-decision” game with every community in town. They live in a constant state of indecision. You need to know how to recognize it and overcome it. They are thinking, “What if your community isn’t what I want?” Your job is to give them confidence that they’re going to go in there and be OK.

Prospects do not want to talk about you or your community. They want to talk to you about them. When you go to the doctor, you don’t want to watch a video of their latest operation, you want them to talk to you about your problem. The same goes for senior living. Don’t give a long description of the community … the choice of three entrees … the meal points program … the beautiful apartments — prospects want to talk to you about them.

Going Beyond Discovery 101 to ‘Radical Candor’

There are standard discovery questions that we all use. But it really needs to be about breaking the status quo. It’s about the art of personal engagement and addressing uncomfortable topics to give prospects personal insight. You have to learn to attack their outcome uncertainty and reframe questions to get them to understand why they have to break the status quo.

That requires radical candor. You have to challenge them by asking uncomfortable questions, like:

• Does the next five years of your life look like the last five years?
• That house isn’t working for you anymore, is it?

It might be unpleasant and it might be scary for you to be this forward, but it’s OK. The first two to three questions are difficult, but you will be surprised at the great outcomes. Don’t talk to prospects about all the contract options — talk to them about how they can break out of their little terrarium. Radical candor is about caring personally and challenging directly.

Your job is to ask and then to reframe the probing question into a statement that assures them they have the confidence to make this decision. Challenge their positions and biases, and then stand up and make a recommendation to them. You are the subject matter expert. You are the one they have turned to to help them spend the last years of their life. From your discovery, you know what is important to prospects. You can start with “This plan is a popular option” or “I personally prefer this option.” It shows that you have diagnosed their needs and have a personal recommendation. 

Indecision Junkie Recovery Program

To sum up, here are six steps to indecision junkie recovery.  

1. Own the flow of information.
2.   Employ “radical candor.”
3.   Anticipate objections and indecision.
4.   Use your discovery knowledge.
5.   Community  > Risk > Status Quo
6.   Make a personal recommendation.

What Your Community Can Offer Prospects

Security. Predictability. Safety. Dependability. Reliability. Permanence. These qualities represent what your community can offer prospects — the stuff deep down in their emotions that they’re looking for. You just need to wash away the fear by leading them through the mire and muck of “status quo bias” — giving them confidence to make a decision.

 

 

 

With “Live to 100: Secrets of the Blue Zones” coming out recently on Netflix, there is a renewed interest in the research and concept of Blue Zones^®, areas around the world where people live much longer than average, with the highest rates of living centenarians.

In 2004, author Dan Buettner teamed up with National Geographic and the world’s best longevity researchers to identify pockets around the world where people live measurably longer and better lives, and to see what commonalities there might be in their behaviors, practices and lifestyles that might result in this longer lifespan. They discovered five locations where people reach age 100 at a rate 10 times greater than the average in the United States: Okinawa, Japan; Sardinia, Italy; Ikaria, Greece; Nicoya, Costa Rica; and Loma Linda, California. When pinpointing these locations on a world map, Dan circled them in blue, and therefore called them Blue Zones^®.

Researchers found that the lifestyles of all Blue Zones’ residents shared nine commonalities, which they called the Blue Zones Power 9^®: Lifestyle Habits of the World’s Healthiest, Longest-Lived People. These behaviors are grouped into categories: Move Naturally, Right Outlook, Eat Wisely and Connect.

Those of us in the senior living space would love for our residents to live longer, healthier, happier lives, so the question is, “Can we replicate this philosophy and these practices in our communities?” We already offer healthy meal options, fitness and exercise opportunities, and a sense of belonging, but how do we get residents to buy into it?

Some Varsity clients have modeled their wellness programs after the Blue Zones practices. We’ve hosted marketing events to educate people on the Blue Zones philosophy and its importance related to longevity, and then four smaller events dedicated to Moving Naturally (yoga, stretching), Right Outlook (meditation, mindfulness), Eating Wisely (Chef cooking demonstration with Mediterranean diet with wine pairing) and Connection (practicing good communication skills and technology). Some communities even code the events on their activities calendars with icons representing the Blue Zones practices.

While both residents and prospects enjoy the events and agree with the concepts in theory, it’s a pretty heavy lift to get people to adhere to a lifestyle that may be foreign to them. It’s a huge culture shift that may be difficult for some to achieve. Case in point, I recall one resident that I joined for breakfast who told me that her doctor recommended she eat more fruits and vegetables, so she ordered a cherry Danish instead of her usual cheese Danish. True story.

While we would like our residents to “live better, longer,” all we can do is offer the options to do so. The choice is obviously theirs to make, and perhaps having that autonomy is more important.