Tag: roundtable

For a growing share of adults, aging without children isn’t a hypothetical. It’s a planning reality that challenges many of the assumptions baked into financial, estate and senior living models today. Questions around decision-making, care and responsibility don’t disappear without heirs, they become more urgent. Yet too often, those questions go unaddressed until a crisis forces them into the open.

That was the focus of a recent conversation on Varsity’s weekly Roundtable, where we welcomed Dr. Jay Zigmont, Founder and Chief Visionary of Childfree Trust and Childfree Wealth. Dr. Zigmont shared insights on how life, financial and estate design must evolve for childfree and permanently childless adults. Below are a few Fresh Perspectives from his discussion.

THE “FIDUCIARY VOID” IS A GROWING PLANNING RISK, NOT A NICHE ISSUE

Roughly one-quarter of U.S. adults are childfree today, and that share is growing fast among younger generations. Without a default next of kin, decision-making gaps around medical care, finances and housing are becoming one of the most overlooked risks in retirement and aging planning.

AGING WITHOUT CHILDREN REQUIRES EARLIER, MORE INTENTIONAL PLANNING

For childfree clients, waiting until retirement age is often too late. Long-term care planning, including how care is funded and who makes decisions, needs to begin by the mid-40s to avoid crisis-driven outcomes and court involvement later on.

FRIENDS ARE A VALUABLE OPTION, BUT NOT A SCALABLE SOLUTION

Naming a trusted friend can work in the short term, but multi-year care needs, cognitive decline and complex paperwork create an unsustainable burden for most non-professionals. A professional fiduciary serves as a necessary backstop when personal networks can no longer carry the weight.

SENIOR LIVING COMMUNITIES ARE ABSORBING RISK THEY DON’T ALWAYS SEE

Allowing residents to move in without fully executed and current estate plans creates exposure for both residents and operators. Decision-making ambiguity isn’t just a legal issue, it’s an operational and ethical one that surfaces during medical events, transitions or decline.

CHILDFREE ADULTS REPRESENT BOTH AN UNDERSERVED AND HIGH-VALUE MARKET

Childfree adults, especially women, are among the highest net-worth demographic groups in the country. They are actively seeking intentional community, but current senior living messaging rarely reflects their lives, priorities or social structures.

PROFESSIONAL FIDUCIARY SUPPORT IS SHIFTING FROM LUXURY TO NECESSITY

What was once only accessible to ultra-wealthy households is becoming essential infrastructure for solo agers. Membership-based models that combine documentation, decision-making authority and emergency response signal a broader shift toward proactive, lifelong support rather than reactive crisis management.

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. 

The way people think about aging doesn’t just shape attitudes — it shapes choices, behaviors and well-being. For senior living marketers and sales leaders, that means the words, images and subtle cues used every day can either reinforce tired stereotypes or support a more confident, age-positive view of later life.

That was the focus of a recent conversation on Varsity’s weekly Roundtable with Jennifer Smith, Director of Research at Mather Institute. Jennifer shared research on where views on aging come from, how they change over time and how they impact health and life satisfaction, with insights from Mather Institute’s Age Well Study along the way. Below are a few Fresh Perspectives from her discussion.

AGING PERCEPTIONS AREN’T FIXED — THEY’RE BUILT OVER A LIFETIME

Views on aging don’t suddenly appear in adulthood. They’re shaped slowly through childhood interactions, media cues and cultural messaging. If we want to shift perceptions, we must start by understanding the long runway that formed them.

POSITIVE VIEWS OF AGING ARE A HEALTH INTERVENTION, NOT JUST A MINDSET

The data was striking: people with positive views on aging live longer, stay healthier and even show stronger brain markers. Perception isn’t fluff, it’s a measurable health predictor on par with lifestyle habits.

EVERYDAY AGEISM IS SUBTLE BUT HARMFUL

Most people think of ageism in terms of hiring bias or medical dismissal, but subtle daily moments (“you look great for your age,” “senior moment”) chip away at confidence and reinforce decline narratives.  

REPRESENTATION ISN’T JUST ABOUT VISIBILITY — IT’S ABOUT HOW OLDER ADULTS ARE SHOWN

Underrepresentation in media is only half the story. When older adults are shown, they’re disproportionately portrayed negatively. Progress is happening — AARP and Getty’s work, Dove’s campaigns — but the real opportunity is reframing aging as active, varied and fully human.

INTERGENERATIONAL CONTACT BREAKS STEREOTYPES

Programs that bring generations together do more than feel good, they reduce reliance on stereotypes and help recalibrate what “normal aging” actually looks like. Experience beats assumption every time.

THE LANGUAGE WE USE QUIETLY STEERS ATTITUDES AND BEHAVIORS

From calling someone “still active” to defaulting to “senior,” words send signals. Being intentional — using age ranges, avoiding diminishing qualifiers, and modeling respectful phrasing — shapes culture. And yes, Google search reality still matters, which means communities need to balance ideal language with discoverable language.

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.

This week’s Sales and Marketing Roundtable marked a milestone—our 275th session—and we were joined by Jennifer Smith from Mather Institute for an inspiring deep dive into the Age Well Study.

 This groundbreaking, five-year research project explored how living in a Life Plan Community influences health, happiness, and overall wellness compared to older adults living independently. With participation from more than 8,000 residents across 122 communities, the study offers one of the most comprehensive looks yet at the benefits of community living. Below are a few Fresh Perspectives from her discussion. 

SOCIAL AND INTELLECTUAL ENGAGEMENT 

Residents in Life Plan Communities experienced increased social interactions and higher engagement in intellectual activities, unlike the broader community. This reflects the rich program offerings and resources available, fostering deeper relationships and continuous learning.

EMOTIONAL WELLNESS 

Despite a slight tendency for residents’ emotional wellness scores to decline, they generally remained higher or similar to those of the broader community. Enhancing emotional wellness programs to address life challenges and transitions could further build on this advantage.

PERCEPTION OF BENEFITS 

When asked to reflect on how moving into a Life Plan Community affected their wellness, over two-thirds of respondents indicated their social wellness improved and more than one-half experienced benefits to their physical and intellectual wellness.. This highlights the communities’ strength in supporting resident well-being.

TAILORED WELLNESS PROGRAMS 

The Person-Centric Wellness Model, emphasizing choice, growth, and community support, suggests that personalized wellness offerings can effectively enhance residents’ motivation and engagement in healthy behaviors.

COMMUNITY COMPARISONS 

Efforts were made to make the resident and community-at-large groups comparable on age, gender, income, and race/ethnicity, yet there still may be pre-existing differences between groups that may influence wellness outcomes.

AGE PERCEPTION AND TRAINING 

Promoting positive views of aging is important to the wellness of older adults.  Employee training to reduce subtle forms of “everyday ageism” in language and actions may increase awareness and change behaviors. 

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.

Artificial intelligence is rapidly changing the way we search for information—and the implications for senior living are profound. In our latest Sales and Marketing Roundtable, Zack Collevechio, Senior Data Scientist at WildFig and Pavone Group, explored how Google’s new AI Mode is shifting search from keyword-driven results to AI-generated answers. Through a live demo and expert insights, Zack showed how this technology is redefining visibility, discovery, and user behavior.

THE NEW FACE OF SEARCH

With AI Mode emerging, search engines are transforming into answers platforms, focusing on delivering direct responses rather than link-based results. This shift marks a new era for search engine optimization, honing in on content’s meaning over traditional keyword strategies.

CONVERSATION AS A KEY STRATEGY

Search engines are moving towards a more conversational interface, enabling dynamic interaction with users. AI retains context and supports follow-up questions, making it crucial for brands to adopt a more dialogue-driven approach.

EXPANDING BEYOND WEBSITES

As AI-driven platforms become predominant, owning visibility across diverse channels such as social media and online forums is vital. This multi-platform presence ensures messaging resonates with the AI, maintaining brand visibility against declining website traffic.

AI DRIVES USER JOURNEY EVOLUTION

AI’s role extends beyond information gathering to actively engaging in user tasks. Expect AI to start facilitating actions such as booking tours directly, highlighting a fundamental shift in user journey facilitation within industries like senior living.

PPC’S TRANSFORMATION UNDER AI

PPC is likely to evolve rather than disappear, shifting distribution of advertising budgets across multiple platforms. As user engagement spans across various digital spaces, a holistic strategy is emerging in response to AI’s growing influence on search behavior.

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.

At our latest Sales and Marketing Roundtable, we welcomed Shane McDougall, Executive Director at Spring Harbor at Green Island, for a discussion on the power of partnerships in senior living. Shane shared how thoughtful collaborations—whether with universities, local organizations, or cultural institutions—can transform the resident experience, strengthen operations, and elevate a community’s visibility in the market.

Throughout the conversation, Shane emphasized that partnerships aren’t just “nice to have”—they’re strategic tools that drive satisfaction, growth, and long-term success. By involving both residents and staff in the process and aligning every collaboration with mission and values, senior living communities can create programs that feel authentic, impactful, and future-focused.

OWNING THE OUTCOME

Even when a service is outsourced, residents see it as part of the community. Success or failure in partnerships ultimately reflects on leadership, making accountability just as important as performance.

PARTNERSHIPS AS A GROWTH ENGINE

From improved dining satisfaction to innovative music residencies, partnerships can directly drive occupancy, strengthen marketability, and position communities as leaders in care and lifestyle.

COMMUNITY VISIBILITY REQUIRES CONSISTENCY

Just like Coca-Cola continues to advertise despite being universally known, senior living providers must continually invest in branding and outreach to remain top of mind locally.

MULTI-GENERATIONAL VALUE

Programs that blend younger generations with older adults—like musician residencies—deliver benefits beyond enrichment. They spark connection, improve wellness, and build powerful marketing stories that resonate beyond the community.

NETWORKING AS STRATEGY, NOT AFTERTHOUGHT

Chambers of commerce, city events, and peer gatherings aren’t just “nice to do.” They’re essential touchpoints that elevate senior living as a whole and ensure a community’s voice is part of local conversations.

RESIDENTS AS PARTNERS, NOT JUST CUSTOMERS

Involving resident councils in partnership decisions—whether for engagement software or programming—ensures services reflect what people truly want and need, while reinforcing trust and ownership.

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.

At our latest Sales and Marketing Roundtable, we welcomed Mary Jane Fitts of Greystone Communities for a conversation that brought the resident perspective front and center. Mary Jane shared stories and insights directly from residents of three Greystone communities, giving us an authentic look at what matters most to those who’ve already made the move.

From choosing a community early to navigating finances, weighing lifestyle benefits, and looking ahead to the expectations of future residents, the discussion shed light on the real decision-making process. The residents’ voices underscored both the opportunities and challenges senior living providers must address to build trust and deliver meaningful value.

CHOOSING EARLY IS EMPOWERING

Residents stressed the value of moving before you’re forced by circumstance. Making the decision proactively allows for more choice, better planning, and peace of mind, instead of scrambling after a crisis.

BALANCING COST WITH LONG-TERM VALUE

While buy-ins can feel steep, residents pointed out tax benefits, financial strategies, and cost trade-offs that make CCRCs or Life Plan Communities more attainable. The real return is stability, access to care, and the freedom from unexpected expenses down the road.

COMMUNITY AS A LIFESTYLE UPGRADE

Beyond care, CCRCs and Life Plan Communities offer enrichment: lifelong learning, social connection, and plenty of activities. Residents emphasized that communities aren’t about “old people” but about staying active, engaged, and supported at every age.

RESPONSIVE, TRANSPARENT SALES MATTER

Positive experiences came from communities with open communication, quick follow-ups, and honest options. In contrast, for-profit facilities with turnover, rising costs, and poor service left negative impressions. Transparency builds trust.

FUTURE RESIDENTS WILL BE YOUNGER AND TECH-SAVVY

The next wave of residents will expect technology to be woven into daily life. Flexible contracts and innovative service models will also be essential to attract and reassure this younger demographic.

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. 

At our latest Sales and Marketing Roundtable, we welcomed Bob Kramer—co-founder of NIC and founder of Nexus Insights—who’s known as a “disruptive force” in senior living. Bob urged us to challenge stereotypes about aging and reframe it as an aspirational stage of life filled with purpose and possibility.

He shared insights on the dangers of ageism, the value of older adults as problem solvers, and the growing demand for personalized, engaging communities. His message was clear: senior living isn’t just about adding years, it’s about helping people thrive in them.

SHIFT FROM AVOIDANCE TO ASPIRATION

Embrace the transition from offering “avoidance products” to “aspirational products” in senior living. Focus on enhancing the quality of life and wellness over mere longevity, fostering environments that encourage engagement and purpose for those in their 60s, 70s, 80s and beyond.

VALUE OF OLDER ADULTS AS PROBLEM SOLVERS

Older adults play a crucial role in addressing societal challenges like workforce gaps, loneliness and healthcare costs. Recognize them as assets who contribute through work, volunteering, and mentorship, transforming perceptions from seeing them as burdens to seeing them as problem solvers.

FOCUS ON PERSONALIZED CARE

Boomers seek personalized experiences, which technology and AI can now enable more affordably. Shift from uniform services to customized engagements that address individual wants and needs in real-time, improving overall care and experience..

EXPAND MULTIGENERATIONAL AND COMMUNITY LIVING

There is a rising trend towards multigenerational and smaller community clusters, offering varied living options. Encourage these setups to foster personal connections and shared family experiences, enriching the living environments for all ages.

LANGUAGE SHIFTS AND ASPIRATIONAL LIVING

Rethink terms like “senior moment” and “senior living,” which carry outdated connotations. Instead, promote concepts like “next stage living,” emphasizing possibilities for community, engagement, and thriving in later years, moving beyond stereotypes and limitations.

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. 

This week, we welcomed Maggie Seybold from WelcomeHome at Varsity’s Roundtable, where she shared compelling insights from their latest Benchmark Report. Maggie emphasized the transformative impact of personalized engagement and timely follow-ups in improving occupancy and lead conversion within the senior living industry.

Her analysis underscored that focusing on high-quality leads, despite being fewer, yields significant value. Maggie also noted that brief, personalized follow-up calls by executive directors can greatly accelerate the sales cycle, offering communities a strategic advantage in creating more effective and engaging sales experiences.

QUALITY LEADS OUTPERFORM HIGH VOLUME

Non-professional referrals may make up less than 5% of leads, but they convert at far higher rates and generate longer stays, delivering stronger ROI than aggregator or online sources. Focusing on lead quality over quantity can pay off in long-term resident value.

EXECUTIVE DIRECTOR FOLLOW-UP ACCELERATES SALES

A brief, personalized ED call post-tour—often just three to four minutes—can shorten the sales cycle by 60%. This simple touch builds trust, boosts move-in likelihood, and sets a community apart from competitors.

TIMING IS CRUCIAL FOR POST-TOUR CONTACT

Following up within one business day increases move-in likelihood by 42%, while two days yields a 27% lift. Each day beyond that erodes prospect engagement, underscoring the need for speed without sacrificing call quality.

VIDEO MESSAGES CAN PERSONALIZE AT SCALE

Tools like OneDay allow EDs or CEOs to send personalized videos when a live call isn’t possible. Including the prospect’s name and visit details keeps the outreach authentic and impactful.

ADAPTING ENGAGEMENT ROLES WHEN NO ED IS PRESENT

In the absence of an executive director, resident ambassadors can step in to provide a relatable, first-hand perspective of community life—similar to a college tour guide—enhancing trust and connection with prospects.

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. 

The food and beverage world is evolving fast—but not everything trending on TikTok deserves a spot on your menu. In a recent Roundtable session, Sonya Cooper, Senior Brand Strategist with Pavone Group’s food and beverage agency quench, shared highlights from the 2025 Food & Beverage Trends report. 

Her focus? Helping senior living professionals distinguish between fleeting fads and meaningful trends with staying power. Through twelve insightful trend themes, Sonya explored how emerging consumer behaviors—driven by transparency, personalization, and sustainability—are shaping expectations and creating new opportunities for innovation in dining.

ADAPTIVE DINING IN SENIOR LIVING ENHANCES RESIDENT WELLNESS

Monitoring and responding to dining trends in senior living is crucial for enhancing resident satisfaction and well-being. By integrating trends like personalized nutrition and functional foods into meal programs, senior living facilities can cater to evolving dietary preferences and health needs, fostering a vibrant and health-focused dining experience. 

CONSUMER TRENDS FOCUS ON TRANSPARENCY AND PERSONALIZATION

Modern consumers demand transparency about food sourcing and ethics, driving innovations in packaging and clear labeling. There’s a growing preference for clean labels and convenient, sustainable options like refilleries. Personalized nutrition, fueled by genetic testing and customizable meal kits, empowers consumers to tailor diets to their lifestyles. Additionally, the “Second Chance Foods” trend highlights sustainability by repurposing food waste, underscoring a commitment to environmental responsibility.

EMOTIONAL FOOD TRENDS

Today’s consumers are drawn to the emotional experiences food offers, inspired by social media’s global flavor exposure. “Snackification” leads eating habits with flexible snacking options, while “Culinary Passports” introduce diverse international flavors. The “Mini Revolution” offers convenient, portion-controlled mini items, and “Branded Fusion” boosts engagement through creative brand partnerships. “Experiential Dining” transforms meals into immersive experiences, with boomers particularly eager for adventure in dining.

PHYSICAL WELLNESS FOOD TRENDS

The “Body” category trends focus on the physical benefits of nutrition, adopting a holistic view of health beyond weight loss. “Gut Health” emphasizes the microbiome’s role, with Americans seeking gut-friendly foods across various categories. The “Appetite Adjustment” trend sees changes in eating habits due to GLP-1 drugs, pushing demand for nutrient-dense, low-calorie options. “Dream State” centers on enhancing sleep, with foods playing a role. Lastly, “Smart Sips” highlights the growth of functional beverages offering energy, immunity, and mental clarity.

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.

AI is rapidly reshaping the digital marketing landscape, and few people are better equipped to break it down than Zack Collevechio, Senior Data Scientist at WildFig and Pavone Group. In this week’s Roundtable, Zack explored how artificial intelligence is transforming everything from SEO strategy to paid search execution. 

He walked attendees through the shifting terrain of search behavior, zero-click results, and how AI-generated overviews are upending the traditional rules of engagement between content creators and search engines. With the line between organic and paid traffic blurring, organizations need to rethink how they measure success and capture value in a more intent-driven, conversational digital environment.

AI TRANSFORMS SEO STRATEGY

With AI advancing beyond keywords, SEO now focuses on understanding user intent and delivering conversational results. As AI becomes integral, adopting strategies that align with AI’s interpretative capabilities is crucial.

ZERO-CLICK SEARCHES REDEFINE TRAFFIC METRICS

AI-driven zero-click searches are rising, where users find answers directly in search results without site visits. This shift mandates new ways to measure engagement and brand visibility as traditional click-through metrics decline.

PPC’S STEADFAST ROLE IN A CHANGING LANDSCAPE

Despite AI’s impact on SEO, PPC remains less affected as it targets decision-ready consumers. Integrating PPC with AI solutions like Performance Max campaigns ensures continued relevance and effectiveness.

OPTIMIZING DOMAIN AUTHORITY BEYOND SPENDING

While PPC spend might influence domain authority slightly, the real impact comes from established web presence, traffic, and high-quality backlinks. Building credibility with authoritative sources boosts trust with search engines.

EXPANDING SEARCH HORIZONS WITH AI PLATFORMS

As AI platforms gain traction as search engines, maintaining updated UTM tracking and leveraging industry tools to monitor AI-driven traffic becomes vital. Staying on top of these shifts ensures maximum visibility.

CONVERSATIONAL AND STRUCTURED CONTENT IS KEY

In the era of AI, crafting content that is both conversational and structured enhances accessibility and relevance. Ensuring AI can effectively interpret and present your content is essential for maintaining a strong web presence.

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.