Tag: Varsity Roundtable

The biggest growth opportunity in senior living isn’t at the luxury end of the market — it’s in the middle. As affordability pressures rise and expectations evolve, more older adults are looking for options that feel intentional, flexible and human, without the price tag or tradeoffs of traditional models. Yet much of the industry still isn’t designed to meet them where they are.

That tension was the focus of a recent conversation on Varsity’s weekly Roundtable, where we welcomed Matt Thornhill of Cozy Home Community for a thoughtful discussion on rethinking senior living for the middle market. Below are a few Fresh Perspectives from his discussion.

PEOPLE DON’T WANT “SENIOR LIVING,” THEY WANT A BETTER NEXT CHAPTER

Most older adults delay moving because today’s options feel like a concession, not a choice. Communities that position themselves as proactive lifestyle upgrades — not reactive care solutions — unlock demand years earlier.

CONTROL BEATS INDEPENDENCE EVERY TIME

Boomers aren’t clinging to independence, they’re protecting agency. Rigid schedules, programmed fun, and institutional rhythms erode appeal. The future belongs to models that let residents pilot their own day while still offering support.

THE ‘FORGOTTEN MIDDLE’ IS A DESIGN PROBLEM, NOT JUST A FINANCIAL ONE 

Middle-market senior living doesn’t fail because of demand — it fails because it’s designed like scaled-down luxury or dressed-up affordability. Right-sized homes, shared resources, and smarter delivery models solve more than subsidies ever will.

COMMUNITY DOESN’T HAPPEN BY ACCIDENT, IT HAS TO BE ENGINEERED

Porches that face inward, smaller clusters, shared pavilions, and intentional onboarding tools all do the heavy lifting. If connection is left to chance, isolation wins. Design is the first community manager.

OWNERSHIP ISN’T THE GOAL, FLEXIBILITY IS

Whether rental or ownership, what matters is removing friction and risk. Nonprofit-owned, rental-first models lower the barrier to entry while still delivering stability, dignity, and real “home” energy.

SERVICES SCALE WHEN PEOPLE CLUSTER

Aggregating residents makes care coordination, wellness services, and even meals more affordable and efficient. Senior living delivered as a service, not a destination, flips the cost equation and expands access.

THE NEXT WAVE OF SENIOR LIVING WILL BORROW FROM EVERYWHERE ELSE

Universities, churches, municipalities, and healthcare systems aren’t competitors — they’re partners. Adaptive reuse, shared land, and co-branded ecosystems will drive growth faster than standalone campuses ever could.

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 fastest-growing digital audience isn’t Gen Z, it’s older adults who helped build the internet and now expect technology to work for them. As more consumers age online, the gap between how brands market and how older adults actually engage continues to widen, and the brands that close it will win attention, trust, and loyalty.

That was the focus of Varsity’s weekly Roundtable, where we welcomed Ginna Baik, Director of AgeTech at AOL, for a timely conversation on marketing to the OG’s of the internet. 

Drawing on nearly 16 years in age tech and her recent consumer-focused work, Ginna challenged common misconceptions about older adults and shared what truly resonates, from age-inclusive brand cues to integrated technology that removes friction and supports independence and connection. Below are a few Fresh Perspectives from her discussion.

DON’T AGE THE BRAND BY TRYING TO LOOK “SENIOR” 

Older adults don’t see themselves as old, and brands that lean into dated visuals, language, or stereotypes immediately lose relevance. Marketing that overemphasizes amenities, gray hair, or dependency unintentionally signals decline instead of vitality.

THE FASTEST-GROWING DIGITAL AUDIENCE IS ALREADY ONLINE — AND THEY EXPECT MORE 

The OGs of the internet were early tech adopters and now expect digital experiences to be intuitive, useful, and human. Treating technology as an add-on rather than a core lifestyle enabler creates friction and erodes trust.

ACTIVE AGERS CARE MORE ABOUT LIFESTYLE THAN AMENITIES 

Patios, fountains, and floor plans don’t sell the future. Longevity, wellness, independence, and connection do. Amenities matter, but only when they’re framed as tools that support how people want to live.

TECHNOLOGY SHOULD BE INTEGRATED, NOT CHECKED OFF 

A “technology page” isn’t a strategy. Smart homes, voice tools, and automation only create value when they’re woven into everyday life, workflows, and storytelling — not treated as a feature list.

AI IS VALUABLE WHEN IT REMOVES FRICTION, NOT WHEN IT ADDS FLASH 

The real promise of AI isn’t novelty, it’s optimization. When applied correctly, AI reduces manual work, supports staff, and improves outcomes — freeing people to focus on care, connection, and experience.

THE FUTURE OF SENIOR LIVING EXTENDS BEYOND THE COMMUNITY WALLS 

With the vast majority of older adults aging at home, growth depends on hybrid models, partnerships, and services that reach into the home. The opportunity isn’t just move-ins, it’s relevance.

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. 

Growth in senior living isn’t being held back by a lack of technology, it’s being strained by how that technology is used. As automation accelerates, many organizations are discovering that more outreach doesn’t automatically lead to more trust, more engagement or more move-ins. The real challenge is learning how to balance speed and scale with empathy, intention and human connection.

That tension was at the center of Varsity’s weekly Roundtable, which featured Lucas Hayes, founder and former President and CEO of Enquire. Drawing from his experience building one of the most widely adopted CRM and engagement platforms in senior living, Lucas shared why today’s growth strategies must shift from volume-driven tactics to trust-centered conversations. Below are a few Fresh Perspectives from his discussion.

THE REAL GROWTH PARADOX IS TOO MUCH AUTOMATION, NOT TOO LITTLE

AI has accelerated outreach, but more messages, more emails and more calls don’t translate to more move-ins. Excessive automation creates digital noise that overwhelms prospects at the exact moment they need clarity, calm and human reassurance.

AN INQUIRY IS A TRUST EVENT, NOT A LEAD EVENT

Most prospects reach out during moments of fear, guilt, health decline or caregiver burnout. That first interaction isn’t about speed or scripting, it’s about earning trust when emotions are high and decisions feel heavy.

INTENTIONAL CONVERSATIONS OUTPERFORM HIGH CALL VOLUME EVERY TIME

“Spray and pray” outreach has proven ineffective in senior living. Fewer, better conversations rooted in listening, personalization and curiosity create stronger momentum than aggressive call frequency or scripted pitching.

THE PHONE IS COMING BACK, BUT NOT THE WAY IT USED TO

Voice engagement is regaining importance because it signals real commitment and care. The future isn’t AI-powered robo-calls, it’s human conversations supported by automation that handles transcription, follow-ups and CRM documentation behind the scenes.

FACE-TO-FACE STILL CLOSES, BUT EMOTION DOES THE SELLING

Digital research and phone calls set the stage, but in-person tours remain the highest-converting step. Tours should be treated as emotional experiences that provide peace of mind, not feature-driven walkthroughs of amenities.

THE MOST IMPORTANT SALES METRICS ARE HARDER TO MEASURE, BUT MATTER MORE

Speed and volume still have value, but quality, clarity and anxiety reduction are what truly move prospects forward. Rethinking incentives around these person-centered outcomes is essential in a more human-centered sales era.

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. 

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. 

Experience has become the most powerful differentiator in senior living, and it no longer begins after move-in. Today’s prospects and families expect to understand daily life, feel emotionally confident, and see proof of culture long before they make a decision. Technology now plays a central role in shaping those early impressions, helping communities move beyond selling floor plans to selling what life actually feels like.

That was the focus of a recent conversation on Varsity’s weekly Roundtable with Ryan Galea, CEO of Go Icon. Ryan shared how senior living communities can use technology to personalize the prospect journey, strengthen trust with families, and bring the resident experience to life earlier in the sales and marketing process. Below are a few Fresh Perspectives from his discussion.

EXPERIENCE IS NO LONGER POST-MOVE-IN, IT STARTS AT FIRST TOUCH

Life enrichment has shifted from a resident-only function to a front-line sales and marketing asset. The way a community engages prospects before move-in—through programming previews, apps, tours, and follow-ups—now shapes perception, trust, and conversion just as much as traditional marketing does.

WORD OF MOUTH HAS BECOME THE MOST EFFICIENT GROWTH ENGINE

Happy residents and families aren’t just a sign of success—they’re the strongest acquisition channel. When experience is strong, referrals increase, occupancy improves, and marketing costs drop. Experience isn’t a “soft” metric anymore; it’s measurable, scalable, and financially impactful.

THE ‘NETFLIX EFFECT’ HAS RAISED THE BAR FOR PERSONALIZATION

Prospects and families now expect communities to understand individual preferences, lifestyles, and values before move-in. Generic messaging falls flat. The communities that win are the ones that show—not tell—what daily life will look like for this person, not just any resident.

TECH IS MOST POWERFUL WHEN IT BUILDS EMOTIONAL CONFIDENCE

The best tools aren’t about automation for its own sake, they reduce anxiety, friction, and uncertainty. From family apps to preview experiences, technology works when it helps prospects feel informed, connected, and reassured during an emotional decision-making process.

SALES, MARKETING, AND LIFE ENRICHMENT CAN’T OPERATE IN SILOS ANYMORE

Programming choices, branding consistency, resident ambassadors, and feedback loops all influence sales outcomes. When marketing helps shape life enrichment—and life enrichment fuels marketing—the result is a more authentic, aligned, and compelling story for prospects.

TRUST IS BUILT THROUGH PROOF, NOT PROMISES

Social proof, real resident voices, personalized interactions, and thoughtful gestures like tailored gifting all reinforce credibility. Prospects don’t just want claims, they want evidence that a community listens, cares, and follows through.

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.

Wellness in senior living is not a checklist. It’s personal, it changes over time and it’s shaped as much by connection and purpose as it is by health metrics.

That theme drove a recent conversation on Varsity’s weekly Roundtable with Kyle Robinson of Wellzesta, an all-in-one engagement platform that connects residents, staff and families while supporting wellness and day-to-day communication. Kyle shared practical ways to think about engagement as part of both the resident experience and the prospect journey. Below are a few Fresh Perspectives from her discussion.

WELLNESS ISN’T A PROGRAM — IT’S A PERSONALIZED JOURNEY

Wellness showed up repeatedly as something deeply individual and constantly evolving. It’s not about checking boxes or showcasing amenities, but about understanding what matters to each person and meeting them there, across physical, social, emotional and environmental dimensions.

SOCIAL CONNECTION MAY BE THE MOST UNDERRATED HEALTH DRIVER IN SENIOR LIVING

While physical wellness often gets top billing, socialization emerged as a cornerstone of longevity, happiness and cognitive health. The contrast between Babo and Mimi made it clear: connection, purpose and engagement can radically shape how people age, even in similar environments.

DATA ONLY MATTERS IF IT TELLS A HUMAN STORY

Metrics on their own aren’t compelling. What makes them powerful is how they help communities explain what life actually feels like, what’s working and where residents are thriving or drifting. Used well, data becomes a storytelling tool for residents, prospects and staff alike.

TECHNOLOGY WORKS BEST WHEN IT AMPLIFIES AUTONOMY, NOT CONTROL

The most effective tech wasn’t framed as something staff “manage,” but something residents use to explore, connect and lead their own experiences. From wellness scoring to AI-powered interest matching, the shift is toward enabling choice and self-direction.

CARE TRANSITIONS CAN QUIETLY ERODE IDENTITY IF CONNECTION ISN’T PROTECTED

Mimi’s move to a higher level of care revealed a subtle but important truth: even when physical needs are met, changes in routine, environment and social engagement can affect how someone feels about themselves. Supporting identity and connection during transitions is just as critical as clinical care.

STAFF WELLNESS AND RESIDENT WELLNESS ARE DEEPLY LINKED

The conversation widened to include staff burnout and personal well-being, acknowledging how much caregivers and teams give every day. Supporting wellness isn’t just about residents, it’s about sustaining the people who make community life possible.

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 has officially moved past being a copy assistant and into becoming a full creative studio and operational sidekick. That was the theme Zack Collevechio of WildFig explored as a guest on Varsity’s weekly Roundtable.

From practical demos using Google Gemini to real-world applications like lead nurture, review responses, ad optimization, and market scanning, Zack emphasized that the winning approach is focused scope, clear process, and privacy-forward habits that minimize data exposure instead of relying on disclaimers. Below are a few Fresh Perspectives from his discussion.

AI IS NOW A CREATIVE STUDIO, NOT JUST A WRITING TOOL

The “six fingers” era is fading fast. Text-to-image, image editing, and even audio+video generation are now good enough for real marketing iteration, which changes speed, budget, and expectations.

CONSISTENCY IS THE REAL BREAKTHROUGH

The headline isn’t that AI can generate a pretty image, it’s that it can make one precise change without “drifting” the faces, background, or composition. That unlocks fast A/B testing and brand-safe variations at scale.

THINK “MICRO-AGENTS,” NOT “HANDLE MY BUSINESS”

The most reliable agentic setups are narrowly scoped roles (lead nurture, review response, lead scoring) with clear guardrails and handoffs, instead of one generalist bot that wanders.

AGENTS ARE JUNIOR STAFF WHO NEED SOPs AND OFFRAMPS

If you wouldn’t assign a task without context, rules, and escalation paths, don’t do it with AI. Give it the right data, define approval steps, and tell it what to do when it gets stuck.

SCHEDULED COMPETITOR CHECKS ARE A LOW-RISK ONRAMP TO AGENTIC WORKFLOWS

Weekly or monthly “scan the market and report back” is a practical first use case because it’s repetitive, measurable, and doesn’t require PHI or high-stakes decisioning.

PRIVACY IS A STRATEGY, NOT A DISCLAIMER

“Read the docs” is step one, but the real protection is minimizing data exposure: obfuscate personal details, separate PHI from prompts, and set internal policies so AI doesn’t quietly become an ungoverned workflow.

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. 

When a senior living community embraces healthcare as part of its brand—not something to distance itself from—it unlocks a competitive advantage many organizations overlook. That idea set the tone for this week’s conversation on Varsity’s weekly Roundtable, where we were joined by Michael Whitlow, VP of Sales & Marketing Services at Greystone Communities.

Michael offered a candid look at what it really takes to market the healthcare end of the continuum, from building trust through honest guidance to strengthening referral partnerships and owning your role as the local expert. Below are a few Fresh Perspectives from his discussion.

BE THE EXPERT, EVEN WHEN THE ANSWER IS “NOT HERE”

Recommendation is part of the job, even if that means sending a family somewhere else. Guiding people to the right fit builds long-term credibility, reputation and referrals that no ad campaign can buy.

OUTREACH IS A DISCIPLINE, NOT A PERSONALITY TYPE

The best outreach pros aren’t the chattiest, they’re the most consistent. Give the role to someone methodical, organized and scheduled for at least two solid days a week — and watch partnerships, not just “activity,” grow.

MAKE STORYTELLING YOUR MOST VALUABLE SERVICE LINE

Video testimonials, resident ambassadors and even stories from those who’ve passed on are powerful tools to humanize healthcare. Done thoughtfully, these narratives soften fear, honor lives and make the continuum feel like a promise, not a threat.

DON’T LET STAR RATINGS DO ALL THE TALKING

A CMS rating can make or break hospital networks, but it’s not the whole story for families. Celebrate the five stars, but also equip your team to explain the dips, put them in context and reassure partners that quality — not just a score — is being managed.

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. 

Teams don’t lose energy overnight, it drains slowly, through missed connections, unspoken tension, and a lack of recognition. In senior living, where every day depends on collaboration and care, that loss of energy doesn’t just affect morale, it impacts residents, relationships, and results. Recharging that power starts with leaders who know how to reconnect their teams to purpose.

That’s the approach shared by Kathy Parry, corporate energy expert, author, and speaker, during Varsity’s weekly Roundtable. Kathy explored how intentional leadership, acknowledgment, and everyday actions can restore balance, rebuild trust, and create workplaces that hum with positive energy. She reminded attendees that when leaders take time to “flip the switch” — to listen, celebrate, and care — engagement and retention follow naturally.

Below are a few Fresh Perspectives from her discussion.

CHECK YOUR WIRING

Just like faulty circuits, teams lose power when connections are weak or misaligned. Take time to trace where the “wiring” of your organization might be off, including communication gaps, unclear roles, or overloaded batteries (people). Real energy starts with intentional alignment.

POSITIVE CHARGES POWER CULTURE

Listening, fairness, civility, care, and celebration aren’t “soft skills” — they’re electrical currents that keep teams lit. When even one current falters, burnout and frustration follow. Protect these power sources the way you’d guard your team’s electricity.

CONFLICT ISN’T FAILURE — IT’S FEEDBACK

Tension signals that energy isn’t flowing evenly. Instead of avoiding or competing, use conflict as a chance to collaborate and compromise. The goal isn’t to win, it’s to restore balance so everyone can keep moving forward together.

CELEBRATION IS AN ENERGY STRATEGY, NOT A NICE-TO-HAVE

Acknowledgment recharges teams faster than bonuses ever could. From elephant ceremonies to AI-generated songs, creative recognition builds connection, belonging, and loyalty. People don’t burn out because they work hard, they burn out because they feel unseen.

SMALL ACTIONS FLIP BIG SWITCHES

All the “C” principles — listening, conflict resolution, contributing, civility, care, and celebration — only work if you turn them on. Two minutes of intentional action can reignite engagement. Don’t wait for the perfect plan; flip the switch and start the current.

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 senior living sales, the real work doesn’t end when the tour does — it begins. Families often leave communities feeling hopeful yet overwhelmed, facing a mix of emotions, logistics, and uncertainty about what comes next. Turning that uncertainty into clarity requires more than follow-up calls — it takes empathy, guidance, and a genuine commitment to helping families move forward.

That’s the message shared by Kiera DesChamps, founder of KD Consulting Group and author of the new book After the Tour, during Varsity’s weekly Roundtable. Drawing on her deep experience helping communities improve occupancy while supporting families through transitions, Kiera discussed how sales teams can transform interest into action through trust, partnership, and hands-on problem-solving.

Below are a few Fresh Perspectives from her discussion.

TURNING INTEREST INTO ACTION STARTS AFTER THE TOUR

The real work begins once prospects leave the community. Families go home to emotional and logistical overwhelm, not disinterest. Sales teams that guide, not just follow up, turn that silence into trust and momentum.

LISTS DON’T CLOSE SALES — SOLUTIONS DO

Every community can hand out a glossy packet, but real differentiation comes from solving problems. Warm introductions, coordinated next steps, and genuine support move families forward faster than information alone.

FOLLOW THE LEADER MODEL

Kiera’s LEADER framework — Listen, Engage, Adapt, Deliver, Execute revenue — shifts sales from scripted outreach to personalized guidance. Adapting and delivering tangible help builds confidence and readiness to move.

PARTNERSHIPS BUILD TRUST AND SCALE IMPACT

A short list of vetted, educated partners acts as an extension of the sales team. These collaborators can provide hands-on help without overloading staff and strengthen the community’s credibility with families.

REPRESENTATION STRENGTHENS CONNECTION

Families feel safer and more confident when they see themselves reflected in the people and partners representing a community. Diversity and authentic relationships create comfort and belonging from the first interaction.

INVEST WHERE IT MATTERS MOST

Rethink incentives. Instead of rent discounts, fund practical help like downsizing assistance or floor plan consultations. These creative investments reduce stress, boost readiness, and show families they’re not alone.

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.