Category: Uncategorized

Guest post by Dr. Tamir Aldad, CEO of Mindful Care

I’m an addiction psychiatrist by training. In my work, I found that access to care was a major issue for seniors experiencing mental illness. In fact, my grandmother was dealing with really bad depression and we had nowhere to take her. That is part of why, in 2018, I founded Mindful Care, the first-ever chain of psychiatric urgent care clinics. We provide care to seniors in independent living, assisted living and skilled nursing communities.

One Definition of Mental Illness

Let’s start our discussion about older adults by talking about mental illness in general. Mental illness is a huge category ranging from depression to bipolar disorder to eating disorders and more. The common denominator is the fluctuation that affects people’s daily living. If someone has changes in their thinking and cognition, their ability to relate to others, and their functioning each day, those all are high criteria for mental illness.

Mental Illness in Older Adults: Underappreciated and Underrecognized

Older adults are more likely than any other age group to have mental illness, due to risk factors such as changes in their physical health; losses of their support system, spouse and friends; lack of a sense of purpose; substance disorders; and decline in functioning ability. Seeing as older adults are a very vulnerable population, but with fewer resources than others, and less likely to seek help, they need lots of attention. Unfortunately, healthcare providers and older adults often mistake depression, in particular, for a natural response to aging. This can lead to providers not screening for or treating it.

The Four Ds of Mental Illness in Older Adults

Here are the “four Ds” we should keep in mind when it comes to recognizing and treating mental illness in older adults:

Dementia: Life-altering loss of cognitive functioning
Dementia affects approximately 10% of people 65+ in the United States, according to a 2022 Columbia University study.

Delirium: An acute, fluctuating syndrome of altered attention, cognition and awareness
Delirium affects an estimated 14% to 56% of all hospitalized elderly patients, 20% of which experience complications while hospitalized directly because of delirium.

Depression: The persistent feeling of sadness or loss of interest that may include changes in sleep, appetite, energy level, concentration, daily behavior or self-esteem, and thoughts of suicide
Depression is increasing in the 65-plus population with suicide rates being a very serious problem, and it needs more awareness and attention.

Demoralization: A psychiatric experience of existential despair, hopelessness, helplessness, and loss of meaning and purpose 
Demoralization requires a certain level of empathy because it stems from despair and hopelessness at not being able to function at the same level anymore.

Many people don’t realize how widespread these symptoms of mental illness are. The two conditions that get neglected the most in the senior population are depression and demoralization. 

Causes and Risk Factors for Senior Mental Illness

Physical disability and changes in physical and cognitive health are a big risk factor for mental illness, as is a change in environment, like a sudden hospitalization or a move to assisted living. Grief is also a very common risk factor.

Other risk factors to watch for are long-term illness, substance abuse, medication interactions, the illness or loss of a loved one, and poor diet or malnutrition.

10 Symptoms of Mental Illness to Watch for in Your Residents

1. Sad or depressed mood lasting longer than two weeks
2. Social withdrawal, loss of interest in things that used to be very enjoyable
3. Unexplained fatigue, energy loss or sleep changes
4. Confusion, disorientation, problems with concentration or decision-making
5. Increase or decrease in appetite; changes in weight
6. Memory loss, especially recent or short-term memory problems
7. Feelings of worthlessness, inappropriate guilt, helplessness, thoughts of suicide
8. Physical symptoms that can’t otherwise be explained: aches, constipation, etc.
9. Changes in appearance or dress, or problems maintaining the home or yard
10. Trouble handling finances or working with numbers

Helpful Mental Health Goals and Interventions

Here are some goals and interventions that can help older adults experiencing mental illness:

 Validate the individual’s feelings

• Nurture a healthy adjustment to their stage of life
• Help promote acceptance of loss — letting go
• Explore and treat “survivor guilt,” which is often present when an elderly person has survived one of their children
• Explore for and treat a deep sense of guilt for wishing a loved one would die
• Foster involvement in life activities as fully as possible — especially exercise, which is not only healthy for the body, but for emotional well-being
• Use reminiscence therapy — discussion of past activities and experiences with another person or group
• Practice an integrated care model, where one person acts in the role of case manager, and the entire team shares information about the older person’s health

Overcoming Obstacles to Care and Stigma

One major obstacle to care is that people think symptoms of mental illness are a normal part of aging. Our culture teaches us to think these feelings are normal, when they’re not. What I’ve found effective with older adults is to not use formal terms like “‘mental illness” or “depression,” as they are loaded words and can have inherent bias. My approach is to treat feelings and validate them. It’s helpful to meet people where they’re at and recognize that these feelings can be embarrassing and hard to talk about. Encourage your team to do so as well.

If you’ve gotten to know a resident and they’re not acting like themselves, alert your team. Most importantly, create an environment where people are welcome however they are and however they feel.

If you have any other questions about mental health in seniors or want to learn more about Mindful Care, please feel free to engage with me at taldad@mindful.care.

 

 

In the agency world, “creative” is a department, a role, a title. It’s the job I signed up for a long time ago, for all the reasons you might expect — the daily opportunity to do something different, solve new problems, tell new stories. To be overtly “creative.” But after 25+ years in the agency world, one thing I know for sure is that creativity isn’t only found with our creatives. Every member of our team exercises creativity in their role every day in one form or another.

Because each of us here at Varsity has a unique perspective on the work that we do to support our clients, and the work our clients do to support their residents, I’ve asked the team to celebrate National Creativity Day by sharing their thoughts, insights or favorite quotes on “creativity” and what it means to them. From our team to yours, Happy National Creativity Day!

“Creativity means looking at the world through your own lens. Being willing to look beyond the obvious and consider the ‘what ifs?’ ” —Derek Dunham, Vice President Client Services	“Creativity is a way for me to express myself … and then to reflect.” —Jodi Christman, Digital Production Director
“For me, creativity is about trying new things and thinking outside the box.” —Jackie Stone, Sales & Marketing Consultant	“For me, creativity is about freedom.” —Joe Barry, Senior Art Director
“Creativity is about letting your mind run free and exploring without boundaries. It’s when you look at everyday things in completely new ways. That’s when you come up with the fun stuff, the weird stuff, the really good stuff. Albert Einstein said it best: ‘Creativity is seeing what others see and thinking what no one else ever thought.’ ” —Erica Reed, Senior Copywriter	“Scott Adams said, ‘Creativity is allowing yourself to make mistakes. Art is knowing which ones to keep.’ So much of being creative is not being afraid to make mistakes, to put any and every idea out there. Collaboration gives us the opportunity to sift through those ideas to see what inspires others and truly rises to the top.” —Reneé Kelly, Art Director
“Creativity is thinking, being or doing in an original way.” —Natalie Groeger, Senior Account Strategist	“Creativity is seeing the world from a perspective different from your own.” —Jace Dawson, Project Manager
“Creativity means looking at a problem differently and coming up with a unique, out-of-the-box solution. And making things prettier. :)” —Emily Runyon, Account Strategist	“I’ve always liked the Pablo Picasso quote, ‘Every child is an artist. The problem is how to remain an artist once we grow up.’” —Ellie Weaver, Account Strategist
“While most people think of creativity as artistic expression or the creation of something, in my world, creativity is being able to look at a situation, question whether it can be better, and come up with solutions to simplify or clarify a process. In many cases, it’s not invention, but rather re-invention.” —Amy Beamer Murray, COO & Partner	“Creativity reflects the moment when we discover something new — sometimes through novel experiences, sometimes through the filter of prior knowledge — but always the unfolding of a greater understanding that connects each of us to unexpected possibilities.” —Bill Mulligan, Account Director
“Creativity means being able to tell an authentic story in words or imagery.” —Jodi Gibble, Sales & Marketing Consultant

Guest post by Mary Muñoz, Senior Managing Director, Ziegler

This is certainly an interesting time for senior living — we’re moving away from COVID-19, although we’re not quite past it yet. The pandemic has taught us a lot about where we’re headed in the future, but there are also a lot of industry trends that have remained constant through it all. Let’s take a look at what’s trending in senior living right now.

Industrywide Growth and Consolidation

What hasn’t changed with COVID-19 is the population wave we have coming, with a surge in the 75- to 85-plus cohort. And with that, we still have many drivers that make our business an attractive one. For starters, there are those still living at home who don’t have anybody there to take care of them during the day. We have the dangers of social isolation among older adults. And there are those who can’t afford caregiving.

In addition, we’re seeing a consolidation trend across the industry. Why is this happening? Almost every transaction we’ve seen has involved a CEO retirement. We’re facing a labor shortage in care and dining, along with a shortage on the C-suite side, as fewer people are coming into the senior living business, although larger organizations have some advantages in recruitment and career path offerings.

Ongoing Labor Market Challenges

Speaking of which, let’s talk about the labor market a bit. The U.S. Bureau of Labor Statistics is projecting almost 1.2 million annual job openings in senior living. Worldwide, we’ve already crossed the line in the past couple of years that there are fewer people under 5 than there are those 65 and older.* That means we literally won’t have the bodies to do things the way we’ve done in the past. So, we have to find ways to reinvent how work is getting done in our communities.

The pressures are coming from many different directions. We’ve got financial struggles, and the changing demographics of who’s coming into the workforce. Government reimbursement is under pressure, which in turn affects health care worker wages. The pandemic caused clients to lose employees because they refused to be vaccinated or simply burned out. Immigration was disrupted and a lot of the caregivers we get from across the border were affected. And then we have the lasting issue that senior services isn’t exactly a sexy line of work.

Stressors in Skilled Nursing

For post-acute care, I want to highlight the compounding challenges in the skilled nursing environment. COVID-19 definitely exhausted and burned out employees. There’s also the need for private rooms, which many communities did not offer pre-COVID. And a lot of the nursing communities are old, with declining occupancy, in part because we didn’t have assisted living and memory care until recent years. So, there were some people who didn’t need to be there and could be taken care of in a less acute setting.

All of these factors are leading to a downsizing of skilled nursing, and in some cases the transition of skilled nursing rooms to high-acuity assisted living. In fact, we’ve counted 35 Life Plan Communities around the country that have eliminated skilled nursing from their continuums in favor of high-acuity assisted living.** And there are many new communities being built right now that have no skilled nursing.

Technology as a Partner for Smarter Aging

There are many developing technologies that serve seniors in various ways. We’ve certainly had a dramatic rise in telehealth during the pandemic. Beyond that and electronic medical records — which most already have in place — there are resident engagement technologies, including dining reservations, menus and activities. There’s also been a focus on predictive technology, not only tracking footsteps but also predicting falls by tracking gait. That’s in addition to cognitive brain solutions, smart home technology and even robots. While robots probably won’t cure the labor shortage, we have seen communities using robots to deliver plated meals and bus plates in dining venues, for example.

These four takeaways are just the beginning of what’s trending as we emerge from the pandemic. For more information, feel free to subscribe to the Ziegler e-newsletter, refer to our white paper about health care technology or message me at mmunoz@ziegler.com.

*Source: U.S. Census Bureau, Percentage of World Population Under Age 5 and Aged 65 and Over: 1950-2050

**Source: Ziegler Investment Banking

What is Artificial Intelligence?

AI (Artificial Intelligence) refers to the ability of a machine to perform tasks that would normally require human intelligence, such as decision-making, pattern recognition, and language processing. It involves the development of systems that can perform tasks that would typically require human intelligence, such as recognizing patterns in data, making decisions based on data, and understanding natural language.

This description above was actually written by AI itself. The broad definition of AI is that it’s a machine doing something that would traditionally depend on humans to execute. AI works independently and does not require our input to run. That doesn’t mean humans didn’t help build it, but that it operates autonomously without any human interaction. The ways we can leverage this technology are, at their core, in decision-making, pattern recognition, and language processing. Today I’d like to talk about how those things can be applied in the healthcare and senior living spaces.

Applications of AI in Healthcare

AI is being used in healthcare to help diagnose diseases, improve patient outcomes, and reduce costs. For example, AI algorithms are being used to analyze medical images to aid in the early detection and diagnosis of cancers and other diseases.

Here are a couple of examples:

Covera Health is utilizing proprietary technology that combines advanced data science and AI to provide practitioners with more-accurate symptom data when making a decision that will have a major impact on a patient’s life.

PATH AI creates AI-powered technology for pathologists. Their machine learning algorithms help pathologists analyze tissue samples and make more-accurate diagnoses.

As we think about the broader healthcare space, there are many applications of AI currently, ranging from process to clinical improvement. All of those same advantages will continue to trickle down into aging services. A lot of the benefits are already being pushed into the clinical services side of senior living. One big area has been fall prevention, and that is some of the work we’ve done at WildFig, which is very exciting. But the benefits of AI go far beyond just the clinical support.

Applications of AI in Aging Services

There are so many interesting ways that AI can impact all of senior living — not just on the clinical side, but in operations, sales and marketing.

 Health and Wellness Monitoring
AI-powered devices monitor the health and wellness of seniors in real-time. This helps seniors stay independent for longer and ensures that any health issues are addressed promptly.

The tools and sensors used in this monitoring are oftentimes expensive, but can have very dramatic results. Health and wellness monitoring is a combination of new innovations in the internet of things, as these devices can monitor the health and wellness of seniors in real-time. There’s an incredible amount of value in that.

Fall Detection and Prevention

Al technologies can detect and predict fall events, which reduces the risk of injury and provides peace of mind for both seniors and their loved ones.

At WildFig, we have been working on fall detection and prevention for several clients. Not every application of AI has to be a part of a tool or device. AI works in the background, and we’ve been working on back-end ideas, passively collecting data, whether through wellness programming, wearable devices like Fitbits, or even your phone. There’s an enormous amount of data out there that can be leveraged. As we all know, falls are a huge challenge that limit active living and compromise life spans as a result. So we don’t only want to monitor the falls themselves, but get ahead of them beforehand. We’ve worked with a number of communities to gather information about individuals’ gaits. Tracking that data regularly can be valuable in aggregate. If you can monitor the risk week over week, and start to see the degradation of an individual’s gait weeks, or even months, before a fall actually happens, it’s so powerful.

Personalized Care

The scalability of AI can be leveraged to personalize care plans for seniors based on their individual needs and preferences. This can improve the quality of care and help seniors maintain their independence.

AI is exceptionally good at keeping track of lots of the details humans would normally miss. Actively monitoring and looking for changes in weight, number of calls, and other factors can create an enormous amount of personalization, and change the quality of care we can provide.

Social Engagement

AI is increasingly seen as a tool that can help seniors stay connected with family and friends, reducing isolation and loneliness. We can track social engagement so we can be sure that seniors aren’t getting isolated.

Predictive Analytics

This broad category of algorithms can be used to analyze data from communities to identify trends and predict potential issues. This allows everyone from providers to caregivers to improve quality of life and be more effective with limited resources.

If we look at the potential of predictive analysis in AI, it doesn’t only have to do with residential experience, but also operational experience. If you can automate things like lead scoring and the path analysis to conversion, the process can provide a whole wealth of tools that can power what we can do, and how we can operate our organizations in more effective ways. Using predictive analytics, we can personalize everything from the resident experience to sales and marketing.

Interested in learning more about using AI for predictive analysis at your community? Contact me at kpurcell@wildfigdata.com.

 

Google Analytics GA4 will be the only way to track website activity after July 1.

Don’t worry, we have the details you need and options to make your old data useable.

By now you’ve probably seen this banner or heard that if you use Google Analytics you need to migrate to GA4. If you haven’t, get in touch with your agency of record to make the move to GA4 today!

Answers to Frequently Asked Questions About GA4

Q. Who is affected?
A. Any property (website, software, app) using Google Analytics’ Universal Analytics (UA).

Q. Why do I need to be concerned?
A. GA3, more commonly known as Universal Analytics, is going away. Three things will occur when that happens:

1. UA data will stop collecting on July 1, 2023.
2. You will lose UA data. (No specific date has been given, other than October 14, 2023.)
3. If you haven’t already set up GA4, you will need to do so in order to continue to track and measure website activity

Q. Why is Google doing this?
A. Google is moving toward Google Analytics 4 (GA4), the next-generation measurement solution, because it takes a privacy-first approach to follow people the way they use technology today.

Privacy was just a glimmer in the eyes of web visitors when UA was released over a decade ago. Now more protections are expected and included. For example, GA4 tracks first-party cookies — meaning cookies placed by a website’s owner, not someone other than that site’s owner — thereby protecting visitors from invasive third-party cookies, which pose a security risk.

When Universal Analytics was created, we primarily explored sites using just one device (usually a desktop or laptop). Consumers are now more likely to start a website journey on their smartphone while watching TV, then move to a bed cuddled up with their tablet, and conclude their journey the next day on their laptop. GA4 is built to capture this entire cross-device consumer journey, giving marketers a complete and insightful picture of their online habits.

Q. What happens to my old UA data?
A. Google will only store your UA data for a period of time (not yet disclosed by Google at the time this article was published) and then poof, it is gone. To retain historical data, Google recommends that you export it. Can you imagine looking through spreadsheets to glean insights? Even in a pivot table would be a fast “no” from many people.

Many people started to record GA4 data by July 1, 2022, to have access to year-over-year data on the GA4 dashboard. However, if you didn’t — or if you want data that precedes GA4 (before October 14, 2020) — we have a solution for you.

Data expert/dashboard options

Before you start worrying about your data going to the spirit in the sky, relax — we have you covered. Varsity has partnered with our sister company, WildFig, which offers three GA4 solutions to fit your marketing needs and budget. Our plans capture data from the beginning of your Google Analytics history until the current day of export. Two options include an easy-to-use dashboard that displays standard metrics.

Standard metrics included (old GA terminology)

• Users
• New users
• Sessions
• New sessions %
• Average session duration
• Pageviews
• Pageviews per session
• Bounce rate
• Goal completions (if applicable)

Additional metrics may be added to the dashboard for a one-time fee.

Filtering options

• Date range
• Data will be aggregated to a monthly granularity
• Medium (Organic, PPC, Direct, etc.

Data export/dashboard cost

$500         Straight export of historical UA data

$2,920     Export and historical UA data dashboard + $50/month for dashboard storage/server costs

$8,750     Export and historical UA and live GA4 data in one dashboard + $50/month for dashboard storage/server costs

If you would like to see a demo or learn more, contact kpurcell@wildfigdata.com.

If you have not yet migrated to GA4, the train is leaving the station soon. Make sure that you make the move before July 1 in order to keep from losing your organization’s valuable data, and continue to be able to track and measure activity from your website visitors.

Resource: https://support.google.com/analytics/answer/11583528?hl=en&sjid=2711946442297389965-NA

Guest post by Andrew Lock, author of  Walt Disney’s Way: How to Build a Better Business Using the Magical Marketing Strategies of Walt Disney. We were fortunate to have Andrew as the guest speaker at Varsity’s 150th Sales & Marketing Roundtable.

How My Journey Began

My journey with Disney started when I was a young child. I was sitting in a doctor’s waiting room and picked up a Reader’s Digest, which had an article about Walt Disney. His story really resonated with me, to the extent that I’ve studied Walt and The Walt Disney Company ever since. Throughout my life I’ve done a deep dive into understanding the practical lessons from Walt, who has been established as an incredible visionary and dreamer. For those in sales and marketing, there are so many lessons to learn from him.

Disney Today

Disney is an absolute Goliath of a business. They own 12 theme parks around the world, 40 hotels and resorts, movie studios, record companies, TV stations, cruise lines and more. Their annual revenue is $45,000,000,000.

What’s unique about Disney is that not only are they one of the most profitable companies in the world, they are one of the top five most admired companies.

“But Andrew, What Does My Business Have in Common with Disney?”

Since you are in senior living, you may be asking yourself, “What does my business have in common with a Disney theme park?” If you boil down the core aspects of running a business, you can identify a number of things that you have in common:

• You want to stay profitable
• You want happy clients
• You want to see enthusiastic, engaged and loyal staff
• You face competition and need to stand out from the crowd
• You continually face rising costs

The key is looking at the principles of what Disney does well, and adapting those into your business.

Principle 1: Deliver a Positive and Memorable Experience

The first principle is most important and it encompasses everything. For many years, customer service was the highest priority for a business. Now we’ve moved beyond it, and experience is the biggest thing that can separate us from other businesses. Customers might not be consciously thinking that they want an experience, but subconsciously, they do.

If we wow customers with a positive and memorable experience, then they will tell their friends. That is the best form of recommendation in any space and the easiest sale you’ll ever have. Walt knew that too, which is why 97% of visitors at Disney are repeat visitors.

Example: Droid Depot at Disney’s Hollywood Studios. Disney decided to sell remote control droids, from the Star Wars movies, but rather than just sell boxes in a store, they created an experience. A cast member helps you choose parts for your droid, assemble it and operate it. You have fun playing with it on the showroom floor. What’s even more amazing is that, not only does a droid cost $100 plus tax, but you have to make a reservation to have the privilege of buying it. They’re selling something so enjoyable that customers forget they’re there to buy.

The lesson? Think far beyond the normal boundaries in your industry, to realize how much further you can — and should — go to create memorable experiences.

Principle 2: Premium Pricing

Many people wrongly believe that price is the most important factor in making a buying decision. A lot of salespeople have trepidation because they think that customers are concerned about price. There’s a danger in dwelling too much on price when it is not the most important factor for most people.

Disney is proud of owning the highest priced theme parks, because they know that this enables them to provide a better product. This is really the biggest advantage of charging more.

So, sell with confidence and enthusiasm that you’re delivering an enormous value. Don’t be shy that you charge more because it enables you to deliver a better product. Be proud of being a premium provider at the top of your industry.

Principle 3: Mind Your Language

The third principle is all about the words that we use with customers. Walt invented the Disney language that he trained all of his staff to use. He wanted them to remember that they are putting on a show. Employees are called cast members, customers are called guests, a group of guests is the audience, the experience is the show, and uniforms are costumes. Rather than just being clever, Walt found that this terminology made a difference. When staff thought of customers as guests rather just a transaction, they became happier and more welcoming.

We’re not going to use the exact same terminology as Disney, but how can we follow this principle?

Examples:

What most say:                                      What you should say:

“Price”                                                           “Investment”

“Problem”                                                      “Challenge”

“No problem”                                                “You’re welcome/My pleasure”

“Sign up”                                                        “Register/Join”

“Contract”                                                      “Paperwork”

“I don’t know”                                               “Let me find out for you”

The words that we choose and use in our business really do make a difference.

Principle 4: The Power of a Name

Walt encouraged cast members to use guest names as much as possible. One of the ways Disney facilitates this is by giving out badges when you first get to the park. They have pins for birthdays, first-time visitors, honeymooners, anniversaries, family reunions, etc. And they write the person’s name on the badge itself. So later that day, a cast member might come up to a child and ask them by name how their birthday is going. The child may ask how they know their name and that it’s their birthday, and the cast member will say, “Disney magic.”

Disney realized that it’s very powerful when we learn and use clients’ names as much as possible. Even if we’re not good with names, we need to make the effort, as it’s so important.

Principle 5: Pay Close Attention to Details

When we are busy, it’s so easy to overlook the details. But our clients and guests do notice. I went into a chiropractor’s office and the first thing I noticed was there were a lot of marks on the walls. When I went up to the counter, I saw a computer monitor with a thick pile of dust that hadn’t been cleaned in years, and tangled cables spilling onto the floor.

I noticed all of these things as a first-time visitor, but if we aren’t walking in our customers’ shoes, we cease to register those details. But attention to detail matters, because guests do notice. Which is why to this day, on Main Street in Disney World, they repaint the lampposts every single night. Because they’re the first things people see when they come into the park. So, to stand out from the crowd, you need to pay attention to the smallest details.

 

Beyond Walt’s creative genius, he was a master marketer and understood the psychology of how to interact with people. I hope you’ve been inspired, and see how Walt’s principles can be applied in all aspects of your business.

This week, we were excited to celebrate Varsity’s 150th Sales & Marketing Roundtable with a fascinating presentation by acclaimed Disney expert and author Andrew Lock: 5 Disney-Inspired Ways to Improve Your Business.

We started these virtual conversations in March 2020 when our clients asked how other communities were dealing with the unprecedented events of the coronavirus. To help marketing leaders across the country come together and share their knowledge, we coordinated a roundtable discussion via Google Meet. We never thought we’d still be doing these weekly gatherings as masks came off and mandates were lifted, but we’ve now hosted 150 roundtables, and we’re still going strong.

Our focus changed over the course of the pandemic, as our participants’ needs changed.  Here are 10 of our most popular topics over the past three years:

1. Resident isolation
2. Shifting to virtual selling
3. Dealing with loss (residents, team members, family)
4. Vaccine rollout
5. Compliance with vaccine requirements
6. Workforce challenges/retention
7. Event ideas
8. Dealing with crises beyond the pandemic such as fires, hurricanes, ice storms and active shooters
9. New technologies such as AI
10. Best practices in creative messaging, online search and social media engagement

More important than any one topic is the camaraderie and community that’s grown among sales and marketing leaders across the country as they’ve shared their challenges, tips and ideas. Since the beginning, we’ve had 26 states represented, from Washington to Florida and California to Massachusetts.

Here are a few comments from our participants on what they’ve found most beneficial about the roundtables:

“Collaboration with peers is ALWAYS beneficial! You can never stop learning new ideas and thoughts.”

“Sharing best practices, learning from presenters, getting to know other communities around the country, the Varsity team’s commitment to making them happen every week through COVID-19.”

“The info shared by the speakers has been relevant and thought-provoking.”

And here are some of the topics participants would like to see next:

“How to market legacy apartments next to shiny, new ones.”

“Some medical insight into the deadly fungal illness turning up in healthcare facilities.”

We hope you’ll join us as we explore these topics and others every Thursday at 12 p.m. ET, 11 a.m. CT and 9 a.m. PT

Email DDunham@varsitybranding.com for login information.

 

Guest post by Van Cluck, President of L4 Lifestyles

Recently, Van Cluck, a leader in senior living for the past three decades, was a guest speaker at the Varsity Sales & Marketing Roundtable. Here are some words of advice he shared.

I have spent the last 30 years, really my entire professional career, in the senior living space. It’s been a true honor to work in this industry. Here is my perspective on what I’ve learned and observed in my 30 years.

1. It’s up to us to train the next generation.

When I started my very first role in senior living, I was a 24-year-old newly degreed accountant. I didn’t know much of anything, to be honest, when I went to work at the oldest and very first standalone independent living community in Nashville. Thankfully, a mentor came into my life very early on. He was executive director of that community, and he took me under his wing and taught me so much. I still think back on those lessons learned and their value.

That sense of family and mentorship is a real opportunity to impact the spaces we’re in. From that, I’ve tried to develop those mentor relationships, not just with my team, but with the industry as a whole. That has given me opportunities like being the chair of LeadingAge Tennessee. I just think it’s important to develop those who will come behind us. We don’t work in a space that is being trained well or frequently by academic institutions. So it’s really up to us to train the next generation.

2. Senior living is much more than housing.

One of the things I’ve learned in my career is that senior living is so much more than housing — or it better be, if we’re going to be successful. Layering the dimensions of who we are and what we do is such a huge part of the sales process. When it’s just about housing, we’ll only end up losing to the next community who is surpassing us, and we need to be more than that.

3. Have a healthcare and hospitality focus.

In my next role, I transitioned to a CCRC in Nashville where I spent 16 years as a CFO and then CEO, originally called Blakeford at Green Hills. There, we not only continued to develop and expand that community, but also grow some ancillary businesses. We launched Blakeford At Home, and our life care without walls product called LiveWell by Blakeford. Both are very successful today, and both also spoke to the dimensions of what we must do outside of just housing, by also being hospitality and healthcare. We want people to desire to be there, and we can create those dynamics where we are the community where people want to be when they need care services.

4. Help your residents age with purpose.

After my time at Blakeford at Green Hills, I had the opportunity to come home to Lebanon and work with a family group that owns senior living communities. The name of our company is L4 Lifestyles. I came up with the name and I’m very proud of it. As I reflected on the many residents and families I’ve served, I asked myself, “Who are those residents, from a purely anecdotal standpoint, who have aged the best?” And the commonality I’ve found is those who continued to live with purpose at every stage of their life. That was the question I developed to ask ourselves: “What are you living for, and what is your purpose?” So “What are you living for” — “living for” — became “L4.” That became the company brand, to really help us all to focus on the concept of purposefully aging. How are we touching all of our residents? Not just as a nice place to live, not just having great activities, but how are we impacting them purposefully? They are looking at us to be more than just a place to live, but a place to age well.

5. Encourage each other.

Let me emphasize how much value groups like this bring to us, because just today, hearing you talk, I wrote down three different things to bring back to our communities. We can’t minimize the importance of continuing to encourage each other, because in doing so, we will only serve our residents better.

6. Learn to overcome challenges — and make your residents part of the solution.

Recently at Cornerstone Place, our new master-planning project in Lebanon, someone on my team asked if I had considered the Spring Creek bladderpod in our planning. He said, “You better learn about it, because a lot of the 90 acres of land we’re developing is located there.” It’s a lovely little flower only found in very few areas of the country, and it’s protected by environmental guidelines. As we’re developing this property, we had to ask ourselves, “How will we protect this flower?” So our new logo features the Spring Creek bladderpod, and part of our residents’ role will be the protection of and care for the flower, which appears in various bodies of water on campus. I think the real lesson is that, whatever our challenges are, it is often our residents, who are right there in front of us, who are part of the solution.

In case you couldn’t make it to our December Sales & Marketing Roundtables, here are some of the trends we saw in senior living last month, and a look forward to 2023.

1. Holiday Conversations. New Year’s Conversions.

Many participants saw sales activity gaining momentum in December. At this time of year, children come home for the holidays and notice that Mom and Dad aren’t getting around as well as they used to, and might benefit from senior living options. Sales and marketing leaders saw leads pick up, which will hopefully become conversions in January now that the busy holiday season is over.

2. Connecting With Kinless Seniors

A frequent topic of conversation in December was “kinless” seniors, or seniors who do not have family support, whether it be because they never married, never had kids, are widowed, or for whatever reason don’t have a support network nearby. Kinless seniors can be uniquely limited in their caregiving support, and senior living communities can be well equipped to serve them.

“There are quite a few kinless folks who visit us. And I see them as very proactive, coming in and talking to us about their future plans, making sure they have their legal documents in order.” (Washington state)

3. Nearly Universal Rate Increases — and Tips for Communicating Them

Entry fees and monthly service fees are being raised for 2023 in most senior living communities.

“The industry standard is a 9% to 10% increase, on average this year. (Pennsylvania)

Sales and marketing leaders shared helpful tips on how to best communicate rate increases with residents. It was agreed that it’s best to be extremely transparent with why fees have to go up, and to go into detail about why.

“We were extremely clear about why we raised rates and broke down the pricing for our residents. We were clear on what we spent on renovation and really broke it down. We also showed figures of how the minimum wage is going up, how utilities have increased, how the food bills have gone up.” (Massachusetts)

When using this up-front approach, residents tend to have less pushback and are more accepting of the current situation.

4. Loneliness as a Public Health Problem

Americans are spending more and more hours alone than ever before. Our time spent alone has increased by over nine hours a week. This trend started well before the pandemic, although 2020 surely exacerbated it, and we know that time spent alone dramatically increases as we age. We discussed that it could be valuable for sales teams to convey that time spent alone can be dramatically reduced for people who live in senior communities.

5. Competition Changing to At-Home Options

Sales and marketing leaders agree that their competition isn’t necessarily the other community down the road — especially for independent living. More often, they’re competing against home health agencies and private duty care.

“I have always said that I feel like other communities aren’t our competitors. We’re all competing against the home and the prospect staying at home.” (Washington state)

“It’s when the home is no longer working for them that people start calling us.” (Massachusetts)

See what’s new in senior living for 2023 at our weekly Sales & Marketing Roundtables. Join us on Thursdays at noon ET, 11 a.m. CT and 9 a.m. PT.

For login information, email DDunham@varsitybranding.com.

 

In case you couldn’t make it to our November Sales & Marketing Roundtables, here are some key takeaways from the month.

Rates Jump for 2023
Rate increases are expected to take a high leap in the upcoming year due to inflation and rising living expenses. Entrance and/or monthly fees are being raised across the board.

“Our rates are going up 7.5 to 8%, which is the biggest increase we’ve ever had that I can remember. Usually, it’s only 2 to 3%. I also heard the average rate increase in the country is 9%.” (Washington state)

“Yes, we’re raising our entrance fee as well, by roughly 10 to 15%.” (Arkansas)

GUEST SPEAKERS OF THE MONTH 

The Party is Over in Real Estate

Elias Papasavvas, CEO of Second Act Financial Services 

CElias spoke about the changing housing market and how it will likely impact the senior living industry. Seniors now have rising mortgage rates, lots of newer construction, and other factors that are putting the pressure on home sales and adding time to the selling process. This means it won’t be as easy anymore for seniors to sell their houses, and not as quickly as they did earlier in 2022 during the housing boom. Second Act is a senior-focused division of a Federal Savings Bank that offers a senior-focused Home Equity Line of Credit and bridge loan solutions. They work with senior living sales professionals to help with the home sale process for seniors looking to move into an LPC/CCRC.

“Studies show that if you embed the conversation with how to pay for senior living in the beginning of the journey, and communicate that you have the solutions if somebody can’t sell their home in time or doesn’t want to at their move-in time, it can increase sales by 6%,” says Elias.

Rethinking Resident Engagement

Shawn Richard, Vice President Strategic Accounts, Cubigo
Shawn spoke about rethinking resident engagement and the importance of resident experience overall. Senior living sales and marketing programs are shifting more toward selling a lifestyle, and how to tailor the resident experience to meet the needs of the baby boomers as they filter into the senior living space. Communities need to have programs and activities that are personalized to residents, as well as having the methods to track resident engagement and satisfaction. Cubigo is an app that residents can download on their device, where they can track events in their calendar, RSVP to activities, manage their transportation and dining, and more.

“A focus on resident experience is becoming more prevalent, and people are talking more and more about it overall,” says Shawn. “Programs are shifting to meet the needs of the new wave of seniors coming in. So we need a holistic and a personalized view on what they’re looking for, versus the broad brush we used to apply to it.”

“When looking at resident experience as a whole, it’s not just experience itself, but how you can tailor it to the individual,” Shawn says, “When you think about experience and selling lifestyle, there’s a company who does a phenomenal job of it, and that’s Margaritaville. They take their experience in resort living to apply to senior living, and these are properties pre-selling that are full before they even open.”

Selling Through the Holidays
After the slowdown of the summer and the mad rush of September/October, November is calming down but is still steady. Life Plan Community sales and marketing leaders are staying busy with planning for the upcoming new fiscal year, and preparing for the busy holiday season of events. Many are hosting open houses to invite people into their community during the holidays.

“We’re having a holiday dinner for residents, and that is always the event of the year. Anyone who is a depositor — whether they’re a resident, or not moving in for months — can come as a networking opportunity.” (Wisconsin)

“We’ve had snow the past few days, but we got in a turkey trot event before the snow came. We had residents from all levels of care doing laps on the grounds, dressed up as turkeys and other things.” (Illinois)

Many communities hosted successful Veterans Day events and invited military guest speakers, or even their own residents, to share about their military experience.

“We’re having a guest speaker from the local Air Force base coming out. We’ll recognize our veterans, of course, and we’ll do different military hymns. And the local ROTC will come out and do a presentation. We do offer a veterans’ benefit with a discount on their entrance fee.” (Arkansas)

Takeaways From SMASH
Several roundtable participants picked up new tools at the Senior Care Marketing & Sales Summit  (SMASH)

“Everything is all about local SEO, especially for standalone communities. Being local is so important, so [we’re] trying to have more of a focus that way.” (Wisconsin)

“Content is king. So much about the customer journey is having the right content, on the right platform, at the right time. Keywords aren’t the thing anymore, but key intent is, the intent of the person viewing your content.” (Washington state)

Join the conversation at our weekly Sales & Marketing Roundtables on Thursdays at noon ET, 11 a.m. CT and 9 a.m. PT.

For login information, email DDunham@varsitybranding.com.