Home
Categories
EXPLORE
True Crime
Comedy
Business
Society & Culture
Health & Fitness
Sports
Technology
About Us
Contact Us
Copyright
© 2024 PodJoint
00:00 / 00:00
Podjoint Logo
US
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/dc/4f/5d/dc4f5de0-8388-67c4-72a6-5f87abd50ad7/mza_14959978788731390937.jpg/600x600bb.jpg
From Leads to Leases - Senior Living Marketing and Sales
Jerry Vinci
85 episodes
6 hours ago
"From Leads to Leases," hosted by Jerry Vinci of CCR Growth, dives into senior living marketing, sales, and growth strategies. It targets industry professionals looking to boost occupancy, explore successful marketing channels, and innovate in a competitive market. This podcast offers insights, discusses industry challenges, and shares success stories, aiming to empower senior living leaders with actionable strategies for growth. Join us for transformative conversations designed to elevate the senior living community experience.
Show more...
Business
RSS
All content for From Leads to Leases - Senior Living Marketing and Sales is the property of Jerry Vinci and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
"From Leads to Leases," hosted by Jerry Vinci of CCR Growth, dives into senior living marketing, sales, and growth strategies. It targets industry professionals looking to boost occupancy, explore successful marketing channels, and innovate in a competitive market. This podcast offers insights, discusses industry challenges, and shares success stories, aiming to empower senior living leaders with actionable strategies for growth. Join us for transformative conversations designed to elevate the senior living community experience.
Show more...
Business
Episodes (20/85)
From Leads to Leases - Senior Living Marketing and Sales
#82 - Why Culture Closes the Sale with Gail Peacock

Summary

In this episode, Jerry Vinci speaks with Gail Peacock, a consultant in the senior living industry, about the evolving landscape of senior care. They discuss the importance of culture, purpose, and connection in senior living communities, emphasizing the need for a shift in language and perspective towards aging. Gail shares her journey as a 'pioness' in the industry, her grassroots strategies for building community, and the significance of leading with kindness. The conversation highlights the challenges and opportunities in the senior living sector, particularly in addressing the needs of older adults and fostering a sense of belonging.


Learn More:

  • Connect with Gail Peacock on LinkedIn


Takeaways

  • Gail Peacock emphasizes the importance of culture in senior living.
  • The term 'pioness' reflects a new approach to leadership in the industry.
  • Aging perspectives are shifting; language matters.
  • Finding purpose is crucial for older adults in communities.
  • Communities must focus on building connections and social currency.
  • Leadership should prioritize kindness and authenticity.
  • The love problem often overshadows sales issues in communities.
  • Grassroots strategies can effectively engage potential residents.
  • Communities need to adapt to the changing needs of older adults.
  • The future of senior living lies in understanding and validating residents.



Chapters

00:00 From Leads to Leases - A Senior Living Business Podcast

01:43 Welcome Gail Peacock - The Unicorn of Senior Living

06:57 Rebranding Aging: Language and Perception

11:11 Finding Purpose in Older Adulthood

13:06 Community Engagement and Social Currency

17:19 The Importance of Memorable Experiences

20:32 Thriving in Place: A New Perspective on Aging

23:25 Building a Culture of Belonging

26:55 Navigating Demand and Supply in Senior Living

31:03 The Love Problem: Culture Over Sales

34:38 Leading with Kindness and Authenticity

38:35 Grassroots Strategies for Community Connection

41:51 The Power of Storytelling in Senior Living

46:40 Mentorship and the Future of Senior Living Leadership

50:16 ccrg-podcast-outro-2025-new.mp4


Keywords

senior living, culture, community, aging, leadership, grassroots, purpose, wellness, social currency, innovation

Show more...
5 days ago
50 minutes 41 seconds

From Leads to Leases - Senior Living Marketing and Sales
#81 - Reimagining Tech, AI, and Automation in Senior Living with Mona Hilton

Summary

In this episode, Jerry Vinci speaks with Mona Hilton, CEO of Genesis Global Technologies, about the intersection of technology and senior living. They discuss the importance of automation, personalization, and AI in enhancing human connections rather than replacing them. Mona shares insights on the current state of technology adoption in senior living, the challenges faced by providers, and practical applications of AI that can improve engagement and operational efficiency. The conversation emphasizes the need for a strategic approach to technology that prioritizes human-centered care while leveraging innovative tools to streamline processes and enhance the overall experience for both staff and residents.


Learn More:

  • Connect with Mona Hilton on LinkedIn
  • Learn more about Advantage Anywhere
  • Get the 2025 Benchmark Report


Takeaways

  • Automation is key to consistency and accountability in senior living.
  • Technology should enhance human connection, not replace it.
  • Personalization in marketing is crucial for engagement.
  • AI can help identify patterns and improve follow-up processes.
  • Sales pipelines often leak due to lack of timely responses.
  • Standardizing workflows can protect revenue and improve outcomes.
  • Small changes, like quick follow-ups, can significantly impact conversion rates.
  • AI tools can help sales teams perform better without replacing them.
  • Future-proofing tech platforms is essential for long-term success.
  • Adopting technology gradually can lead to better results and less overwhelm.



Chapters

00:00 From Leads to Leases - A Senior Living Business Podcast

01:31 Welcome Mona Hilton - Creator of Advantage Anywhere

02:17 Mona's Path into the MarTech Industry

04:57 How Automation Enhances Human Connection

06:58 Small Steps into AI, Automation, and Personalization

09:58 Where Senior Living Sales are Losing Leads

13:02 How Advantage Anywhere Develops Automations

14:22 Does Senior Living Sales Feel Threatened by Automation?

15:29 Operational Benefits of Automation

16:28 The Benefits of Personalization in Marketing

18:48 Is Senior Living Slow to Adopt New Tech?

23:18 Moving at the Speed of AI

26:09 How MarTech Companies are Handling AI Adoption

30:17 Workflows that Work are Essential

33:05 How Operators Can Get Started with AI


Keywords

senior living, automation, AI, technology, personalization, CRM, marketing, sales, engagement, innovation


Show more...
1 week ago
38 minutes 10 seconds

From Leads to Leases - Senior Living Marketing and Sales
#80 - Inside Senior Living on PBS with Melissa Fritz: How Real Stories Move the Hardest Prospects

Summary

In this episode of From Leads to Leases, host Jerry Vinci speaks with Melissa Hannah Fritz, creator and host of Inside Senior Living, a PBS docu-series that aims to educate families about senior living options. Melissa shares her journey of creating the show, the challenges faced in the senior living industry, and the importance of storytelling in connecting with families. The conversation covers the need for honest conversations about aging, the role of media in shaping perceptions, and the future of senior living content. Melissa also discusses her upcoming keynote at SMASH 2025 and the actionable steps for industry leaders to innovate and connect with prospects.


Get our FREE Authentic Storytelling Checklist to start putting these strategies into action. Get the checklist here.


Learn More

  • Watch Inside Senior Living on PBS
  • Learn more about Inside Senior Living show
  • Connect with Melissa Hannah Fritz on LinkedIn
  • Catch Melissa's Keynote at SMASH 2025


Takeaways

  • The show aims to spark conversations about senior living.
  • Families often wait until a crisis to explore senior living options.
  • Television can effectively educate the public about senior living.
  • Building trust is crucial in the senior living industry.
  • The aging population presents a significant challenge for senior living.
  • Storytelling is essential in sales and marketing for senior living.
  • Empathy and vulnerability can enhance connections with prospects.
  • The middle market in senior living is a growing concern.
  • Innovative solutions are needed to address the senior living crisis.
  • The importance of attracting talent to the senior living industry.


Chapters

00:00 From Leads to Leases - A Senior Living Business Podcast

01:52 Welcome to Melissa Hannah Fritz - Host & Creator of Inside Senior Living

03:02 Conceptualizing Inside Senior Living TV

09:29 What is Slowing Down the Senior Living Sales Process

11:32 Building Trust Through Public Media

13:37 Funding Challenges and Future Directions

16:49 The Potential of Commercial Platforms

20:20 Celebrating Achievements and Future Goals

22:24 Navigating the Show Pitch Process

25:08 The Growing Demand for Senior Living Content

27:34 Changing Perceptions of Aging and Senior Living

30:51 Innovative Approaches in Season Two

32:32 The 30 in 30 Campaign: A New Initiative

35:23 Addressing the Senior Living Crisis

38:25 Bridging the Middle Market Gap

41:39 How Operators Should Leverage Storytelling

44:22 Storytelling Compels Action

50:16 Keynote Insights and Call to Action


Keywords

senior living, Inside Senior Living, PBS, aging, family conversations, education, trust, Emmy nominations, storytelling, sales strategies


Show more...
2 weeks ago
1 hour 1 second

From Leads to Leases - Senior Living Marketing and Sales
#79 - Why AI Is the Missing Link in Senior Living Care and Operations

Summary

In this episode of From Leads to Leases, host Jerry Vinci speaks with Ernie Ianace, CEO and founder of CareAlly, about the transformative role of AI in senior living. They discuss the challenges faced by caregivers, the importance of integrating technology to simplify operations, and how AI can enhance staff efficiency and retention. The conversation also explores the concept of value-based care and how AI can assist senior living communities in preparing for the influx of higher-acuity seniors. Ultimately, the discussion emphasizes the need for technology that not only automates tasks but also enhances the human touch in caregiving.


Learn More:

  • Connect with Ernie Ianace on LinkedIn
  • Learn more about CareAlly


Takeaways

  • CareAlly aims to simplify operations in senior living communities.
  • AI can reduce the complexity of managing multiple technologies.
  • Natural language processing is essential for user-friendly AI systems.
  • Retention of staff improves when technology reduces repetitive tasks.
  • AI can provide real-time answers to frontline workers in emergencies.
  • Integrating point solutions into a cohesive platform is crucial.
  • Value-based care is essential for addressing the needs of higher acuity seniors.
  • AI can help communities prepare for the future of senior care.
  • Technology should enhance the human touch in caregiving.
  • Collaboration among tech providers can lead to better solutions for operators.



Chapters

00:00 From Leads to Leases - A Senior Living Business Podcast

01:36 Welcome Ernie Ianace - CEO of CareAlly

02:20 Building CareAlly: Lessons from Experience

07:56 Transforming Workforce Management with AI

09:18 Empowering Staff with Technology

10:23 Addressing Overwhelm in Care Communities

13:56 Integrating Point Solutions for Better Care

16:05 Evaluating AI-Enabled Platforms

18:38 Ensuring Trustworthy AI Outputs - Not Hallucinations

22:38 Bridging the Gap to Value-Based Care

28:48 Personal Mission and Emotional Drivers

33:13 Designing Scalable and Human-Centric Platforms


Keywords

AI, senior living, CareAlly, technology, healthcare, value-based care, caregiver support, staff retention, automation, orchestration


Show more...
3 weeks ago
36 minutes 58 seconds

From Leads to Leases - Senior Living Marketing and Sales
#78 - The Website Is the Front Door: Digital Empowerment in Senior Living with Terri Sullivan

Summary

In this episode, Jerry Vinci interviews Terri Sullivan, founder and CEO of Waypoint Converts, discussing the transformation of senior living marketing through effective website strategies, user engagement, and the integration of AI tools. They explore the importance of self-education for consumers, the power of quizzes, and the need for personalized CTAs. Terri emphasizes the significance of partnerships in enhancing marketing effectiveness, especially for smaller providers, and the balance between AI tools and human interaction in the sales process.


Learn More:

  • Connect with Terri Sullivan on LinkedIn
  • Learn more about Waypoint Converts


Takeaways

  • Today's buyers form first impressions from websites.
  • Websites must engage users within 20-30 seconds.
  • 75% of consumers prefer a rep-free experience.
  • Quizzes can significantly enhance user engagement.
  • Short forms convert better than long forms.
  • AI can empower sales teams with better data.
  • Language simplicity in CTAs improves conversion rates.
  • Understanding user behavior is crucial for marketing success.
  • Smaller providers need affordable digital solutions.
  • Partnerships enhance marketing effectiveness.


Chapters

00:00 From Leads to Leases - A Senior Living Business Podcast

01:27 Welcome Terri Sullivan - CEO of Waypoint Converts

04:50 The Importance of Mobile Optimization

06:54 Engagement Strategies for Prospective Residents

11:59 The Emotional Journey of Senior Care

16:25 The Power of Interactive Content

22:12 Understanding Conversion Rates and Lead Quality

26:27 The Psychology Behind Quizzes

29:49 The Importance of Clear Communication

42:01 Leveraging AI for Enhanced Customer Experience

46:20 Balancing AI Tools with Human Interaction

49:54 Designing User-Friendly Websites for All Ages

55:11 Innovative Solutions for Smaller Communities

01:01:30 Partnerships Over Competition in Senior Living Marketing


Keywords

senior living, marketing strategies, website engagement, user behavior, self-education, interactive content, conversion rates, AI tools, human interaction, smaller providers, partnership


Show more...
1 month ago
1 hour 10 minutes 12 seconds

From Leads to Leases - Senior Living Marketing and Sales
#77 - Why Senior Living Marketing Must Think Deeper with Lola Rain

Summary

In this episode of 'From Leads to Leases', host Jerry Vinci engages with senior living strategist Lola Rain to explore the intricacies of marketing within the senior living industry. They discuss the importance of intentional strategy, the impact of branding, the role of events in community engagement, and the challenges of career advancement in the sector. Lola emphasizes the need for effective follow-up strategies post-events, the significance of language in care, and the evolving role of AI in marketing. The conversation highlights the necessity of understanding acquisition costs and the importance of a cohesive marketing approach that resonates with the target audience.


Learn More:

  • Connect with Lola Rain on LinkedIn


Takeaways

  • The key to better move-ins is understanding the 'why' behind actions.
  • Strategy in senior living goes beyond marketing and sales.
  • Branding should reflect the true essence of the community.
  • Life enrichment is central to community identity and marketing.
  • Effective event marketing requires early planning and multi-channel promotion.
  • Follow-up strategies are crucial for converting leads post-event.
  • Recognition in the industry can significantly impact personal growth.
  • Career advancement often requires navigating organizational barriers.
  • Understanding acquisition costs is essential for financial planning.
  • Language used in marketing can shape perceptions of care facilities.


Chapters

00:00 Welcome to From Leads to Leases - A Senior Living Business Podcast

02:06 The Importance of Strategy in Senior Living

05:04 Building a Brand that Resonates

06:50 Using Resident Testimonials in Brand Building

08:16 Measuring ROI from Brand Development

12:13 Event Marketing: Driving Census through Engagement

19:40 The Power of Recognition in Senior Living

21:09 Navigating Career Growth and Barriers

25:24 Marketing ROI: Understanding Acquisition Costs

28:19 Budgeting and Working Better with Marketing & Sales

33:47 The Impact of Language in Senior Living

38:23 AI's Role in Transforming Marketing Strategies


Keywords

senior living, marketing strategy, branding, community engagement, event marketing, career advancement, acquisition costs, language in care, AI in marketing



Show more...
1 month ago
47 minutes 5 seconds

From Leads to Leases - Senior Living Marketing and Sales
#76 - Funding the Future: Smarter Lending for Senior Living Move-Ins with Mark Maimon

Summary

In this episode, Jerry Vinci speaks with Mark Maimon, Senior Vice President at Luminate Bank, about innovative lending tools designed to help families navigate the complexities of financing senior care. They discuss the importance of proper financial advice, the risks associated with selling a home, and alternative financing solutions that can alleviate the financial burden on seniors. Mark emphasizes the need for collaboration with senior living providers and the significance of understanding family dynamics in the financing process. The conversation highlights real-life success stories and the future of financing options for the aging population.


Learn More

  • Learn more about Luminate Bank and Mark
  • Connect with Mark Maimon on LinkedIn
  • Subscribe to "On the Mark" (Mark's Awesome Podcast!) - where he helps Seniors navigate financial planning and lending options


Takeaways

  • Proper financial advice is crucial for families navigating senior care.
  • Selling a home can lead to significant financial losses.
  • Alternative financing options can help seniors maintain their homes.
  • Understanding underwriting for seniors is essential for approval.
  • Collaboration with senior living providers can ease the transition for families.
  • The aging population has unprecedented equity in their homes.
  • Changing the narrative around home equity is vital for families.
  • Trust is a key factor in lending, especially for seniors.
  • Legacy planning is important for families when considering financing options.
  • Innovative lending tools can create win-win situations for seniors and communities.


Chapters

00:00 Welcome to From Leads to Leases - A Senior Living Business Podcast

01:36 Mark Maimon - Senior Living Financial & Lending Expert

04:33 Dangers of Selling Assets without Financial Guidance

06:42 Financial Products & Solutions for Seniors

11:28 Senior Living Providers Should Work with Finance Teams

13:15 Offering Financing Could be a Key Differentiator for Operators

15:28 Affording Senior Care Options

18:48 How Sales Teams can Leverage Financial Products

25:33 Why Families Wait to Consider Financing

32:10 Future Trends in Financing Senior Living

34:37 How Financing Helps Senior Living Outcomes

39:17 How Mark's Podcast is Helping to Further His Mission

41:29 What Financial Planning Has Taught Mark


Keywords

senior care, innovative lending, financial advice, home equity, reverse mortgage, senior living, family dynamics, financing solutions, capital gains tax, aging population


Show more...
1 month ago
46 minutes 3 seconds

From Leads to Leases - Senior Living Marketing and Sales
#75 - Plan Before the Panic: A Home Care Consultant’s Mission to Protect Families from Crisis

Summary

In this conversation, Lisa Santiago, a home care consultant with extensive experience in senior care, shares her personal journey and insights into the complexities of caregiving. She discusses the emotional and practical challenges families face when navigating care decisions, the importance of early planning, and the misconceptions surrounding aging in place. Lisa emphasizes the need for proactive steps to ensure safety and independence, while also addressing financial considerations and the risks of elder financial abuse. The discussion highlights the systemic challenges in the senior care industry and the importance of building strong relationships with families to support them through difficult transitions.


Learn More

  • Connect with Lisa Santiago on LinkedIn
  • Learn more about Caring People


Takeaways

  • Personal experience shapes caregiving approaches.
  • Families often wait too long to seek help.
  • Planning for care should start early.
  • Aging in place has financial and physical limitations.
  • Medicare does not cover long-term care needs.
  • Elder financial abuse is a significant concern.
  • Community living offers social benefits.
  • Financial planning is crucial for care decisions.
  • Education on care options is lacking.
  • Building relationships with families is essential.


Chapters

00:00 Welcome to From Leads to Leases - A Senior Living Business Podcast

00:52 Meet Lisa Santiago - Home Care Consultant

03:33 Navigating Care: The Importance of Planning Ahead

05:06 Understanding the Emotional and Practical Aspects of Caregiving

06:33 The Challenges of Aging: Conversations Families Avoid

11:03 The Consequences of Waiting Too Long for Care

13:38 Aging in Place: Misconceptions and Realities

18:25 Balancing Independence and Safety in Care

20:04 The Role of Financial Conversations in Care Planning

23:15 Resources and Strategies for Budget-Constrained Families

29:35 Recognizing Elder Financial Abuse

32:28 When Home Care is No Longer an Option

34:11 Navigating Care Options for Seniors

36:38 Addressing Gaps in Senior Care

39:54 Senior Living Could Help Families Make Decisions Sooner

43:52 Personal Growth Through Caregiving Conversations


Keywords

senior care, caregiving, home care, aging, financial planning, elder abuse, memory care, family dynamics, health risks, proactive planning



Show more...
1 month ago
50 minutes 17 seconds

From Leads to Leases - Senior Living Marketing and Sales
#74 - What Operators Get Wrong with Recruiting and How to Fix It - With Ira Kerns

Summary

In this episode, Jerry Vinci and Ira Kerns discuss the evolving landscape of recruiting in the senior living industry. They explore the challenges posed by outdated practices, the impact of COVID-19 on staffing, and the changing expectations of the workforce. Kerns emphasizes the importance of listening to top performers, the potential pitfalls of sign-on bonuses, and the need for a strong recruiting brand. They also delve into strategies for retaining staff and the role of AI in enhancing the recruiting process.


Learn More

  • Connect with Ira Kerns on LinkedIn
  • Learn more about J Ross LA Recruiting


Takeaways

  • The biggest recruiting problem is outdated thinking.
  • Staffing crisis in senior living is a pressing issue.
  • Leadership roles are equally affected by staffing challenges.
  • COVID-19 has exacerbated staffing issues in the industry.
  • Attracting mission-driven talent is crucial for success.
  • Recruiting efforts must be hyper-local to be effective.
  • A strong brand can attract quality candidates.
  • Sign-on bonuses may create resentment among existing staff.
  • Creating a positive work environment is essential for retention.
  • AI can streamline recruiting but should not replace human interaction.


Chapters

00:00 Welcome to From Leads to Leases - A Senior Living Business Podcast

02:21 The Evolution of Recruiting in Senior Living

10:44 Changing Workforce Expectations and Challenges

15:13 What Top Performers can Teach Operators about Recruiting

17:22 Are Sign-On Bonuses Helpful or Hurtful?

22:19 Can Bigger Culture Outweigh a Bigger Salary?

25:39 How to Start Building a Strong Recruitment System

31:54 Retention Strategies for a Stable Workforce

39:05 The Role of AI in Recruitment

44:35 How AI Can Benefit Recruiting and Identifying Top Performers

46:14 Do Operators Know What Inspires Staff to Stay?


Keywords

senior living, recruiting, staffing crisis, COVID-19, workforce expectations, employee retention, sign-on bonuses, recruiting brand, work environment, AI in recruiting

Show more...
2 months ago
51 minutes 16 seconds

From Leads to Leases - Senior Living Marketing and Sales
#73 - Designing for Dignity: How Smart Interior Design Is Transforming Senior Living

Summary

In this episode, Jerry Vinci speaks with Marcy Sagel, founder of MSA Interiors, about the transformative power of thoughtful design in senior living. They discuss how design can enhance tenant satisfaction, support aging in place, and drive business results. Marcy shares her journey in interior design, the launch of her new venture Designer Bank aimed at bridging knowledge gaps in the industry, and the importance of creating spaces that feel like home for older adults. The conversation also touches on the evolution of senior living design, common missteps in development, and the significance of measuring design impact on occupancy and retention rates. Marcy emphasizes the need for innovative design solutions that prioritize dignity, functionality, and connection for seniors.


Learn More:

  • Connect with Marcy Sagel
  • Learn more about MSA Interiors


Takeaways

  • Thoughtful design can significantly enhance tenant satisfaction.
  • The launch of Designer Bank aims to fill knowledge gaps in design education.
  • Senior living design should feel residential, not institutional.
  • Lighting is crucial for senior living spaces to enhance functionality.
  • Design must consider the unique needs of seniors, especially in memory care.
  • Common missteps in senior living development include inefficient layouts.
  • Designing for dignity is essential in creating senior living environments.
  • Innovative technology can improve connectivity for seniors.
  • Understanding the end-of-life care needs is vital in senior living design.
  • The future of senior living will focus on integrating technology and thoughtful design.


Chapters

00:00 Welcome to From Leads to Leases - A Senior Living Business Podcast

01:37 Marcy Sagel's Interior Design Journey and Vision

03:33 What is Designer Bank?

06:31 Bridging the Knowledge Gap in Design Education

09:33 Transitioning from Residential to Commercial Design

10:46 How Redlining Cabinets Changed the Course of Marcy's Career

13:13 Evolving Senior Living Design

16:24 Enhancing Senior Living Units for Comfort

18:06 Measuring Design Impact on ROI

21:05 Research and Community Input when Planning Interior Design

24:22 Common Missteps in Senior Living Development

25:55 Designing for the End Game

29:53 Understanding Long-Term Care Needs

33:25 Design Elements for Dignity and Safety

35:51 Innovations in Senior Living Interiors


Keywords

senior living, interior design, community design, aging in place, thoughtful design, commercial design, senior care, design impact, memory care, design innovations

Show more...
2 months ago
40 minutes 41 seconds

From Leads to Leases - Senior Living Marketing and Sales
#72 - You’re Not Just Bringing a Glass of Water: Redefining Service in Long-Term Care with Petra Marquart

Summary

In this episode of 'From Leads to Leases', host Jerry Vinci speaks with Petra Marquart, an expert in customer service training for the long-term care industry. They discuss Petra's journey from performing on stage to advocating for compassionate service in senior care. The conversation delves into the philosophy behind the See Me Training program, which emphasizes the importance of seeing and respecting residents as individuals. Petra shares insights on leadership, culture, and the critical role of self-esteem in caregiving. The episode concludes with practical advice for leaders looking to transform their communities and foster a culture of care.


Learn More

  • Connect with Petra Marquart on LinkedIn
  • Hire Petra for a Keynote Appearance
  • Learn more about See Me Training


Takeaways

  • Customer service should be a philosophy, not a checklist.
  • The See Me Training focuses on seeing and respecting individuals.
  • Leadership directly influences the culture of care.
  • Self-esteem in caregivers affects the quality of service.
  • Training must be ongoing and integrated into the culture.
  • Great service is about how residents feel about themselves.
  • Leaders should model the behaviors they want to see.
  • Empowerment and dignity are crucial for residents and staff.
  • Hiring the right people is essential for maintaining culture.
  • Transforming culture requires patience, investment, and commitment.


Chapters

00:00 Welcome to From Leads to Leases - A Senior Living Business Podcast

01:46 Petra Marquart - Keynote Speaker, Author, and Trainer

02:31 How Petra Found Herself in Senior Living Customer Service Training

05:35 How a Crisis Helped Shape Petra's Customer Service Program

12:30 See Me Training's Core Philosophy

14:25 What Senior Living Customer Service is Really All About

19:57 The Correlation Between Staffing Shortages and Subpar Service

29:28 Great Customer Service Starts with Great Culture

36:57 Are They Residents or Are They Customers?

40:01 Residents Hold a Silent Fear of Retaliation

47:03 The Disconnect Between What Leaders Say and Actually Do

53:20 Service Leadership in Practice

57:19 How Leaders Can Identify Low Self-Esteem in Caregivers

01:02:27 First Steps to Transforming Culture in Your Community


Keywords

senior living, customer service, long-term care, leadership, empowerment, training, culture, See Me Training, Petra Marquart, caregiving



Show more...
2 months ago
1 hour 8 minutes 35 seconds

From Leads to Leases - Senior Living Marketing and Sales
#71 - AI Governance Over AI Hype: Benjamin Exstrom on the Real Challenges of AI in Senior Living Tech

Summary

In this episode of From Leads to Leases, host Jerry Vinci speaks with Benjamin Ekstrom, Senior Vice President of IT at Sincere Senior Living, about the critical role of AI governance in the senior living industry. They discuss the importance of understanding the difference between automation and AI, the challenges of balancing innovation with compliance, and the need to modernize outdated technology infrastructure. Benjamin shares insights on managing IT support across generations, the role of robotics, and the impact of quantum computing on cybersecurity. The conversation emphasizes a people-first approach to technology and the potential for innovation to enhance employee retention in the healthcare space.


Learn More

  • Connect with Benjamin Exstrom on LinkedIn
  • Learn more about Sinceri Senior Living


Takeaways

  • AI governance is more important than AI capability.
  • Automation is a subset of AI, not the same.
  • Balancing innovation with compliance is a major challenge.
  • Tech is now a necessary capital investment.
  • Managing IT support is often invisible labor.
  • Robots can help fill workforce gaps but require oversight.
  • There's a significant gap in mid-level IT talent.
  • Quantum computing will revolutionize encryption methods.
  • A people-first approach to tech is essential.
  • Innovation can lead to improved employee retention.


Chapters

00:00 Welcome to CCR Growth's - Senior LIving Business Podcast

01:38 Benjamin Ekstrom - Senior Living IT Expert

02:29 AI Governance: The New Frontier

03:58 Misconceptions Between Automation and AI

05:33 Dangers of Generative AI Tools in Senior Living

07:33 Managing IT Support in Senior Living

09:40 Integrating Tech for Staff and Residents

10:40 The Role of Robots in Modern Workplaces

12:01 Bridging the Generational Talent Gap

15:31 The Demand for IT Talent

18:38 Quantum Computing and Cybersecurity

20:35 The Value of Analog in a Digital World

22:08 Tech Adoption: Early vs. Late

22:33 Human-Centric Technology Design

24:09 Proactive Planning for Future Tech

26:43 Innovation and Job Security


Keywords

AI governance, automation, senior living, technology infrastructure, cybersecurity, generational talent gap, smart technology, employee retention, digital transformation, healthcare compliance



Show more...
2 months ago
35 minutes 44 seconds

From Leads to Leases - Senior Living Marketing and Sales
#70 - Scaling Smarter: Why the Future of Marketing Is Lean, Human, and Expert-Led with Kent Lewis

Summary

In this episode, Jerry Vinci speaks with Kent Lewis about the evolution of digital marketing, the impact of AI, and the future of SEO and paid media. They discuss the importance of lean marketing teams, user-centered design, and conversion rate optimization in the senior living industry. Kent shares insights on how AI serves as a force multiplier for businesses and emphasizes the need for marketers to adapt to the rapidly changing landscape.


Learn More

  • Check out NextNW - a new era of Northwest marketing
  • Read Kent's thought leader content or book him for a speaking engagement on his website
  • Connect with Kent J. Lewis on LinkedIn


Takeaways

  • AI is transforming the marketing landscape, making processes more efficient.
  • Digital marketing evolves rapidly due to the experimental nature of marketers.
  • AI acts as a force multiplier, enhancing productivity and output.
  • Conversion rate optimization can significantly impact revenue.
  • Lean marketing teams are more agile and effective in today's environment.
  • User-centered design is essential for effective marketing strategies.
  • Data-driven decision making is crucial for success in marketing.
  • SEO is not dead; it is evolving with AI integration.
  • Paid media will increasingly rely on automation and AI.
  • Versatile skill sets are becoming more valuable in marketing teams.


Chapters

00:00 Welcome to From Leads to Leases - a Senior Living Marketing Podcast

02:26 The Evolution of Digital Marketing

06:46 AI as a Game Changer in Marketing

11:57 Is AI the Silver Bullet for Marketers

15:11 The Future of SEO and AI

19:15 Will Paid Media Be Automated?

22:55 Downsizing the Agency Footprint

35:05 Doubling Conversions

37:12 Why Senior Living Websites Leak Leads

39:21 What is Senior Living is Missing?

41:31 How Senior Living Can Leverage Data


Show more...
2 months ago
41 minutes 53 seconds

From Leads to Leases - Senior Living Marketing and Sales
#69 - Advocating for Families: Why Objectivity Is Senior Living’s Missing Piece with Andrea Donovan

Summary

In this episode, Jerry Vinci speaks with Andrea Donovan, founder of Chicago Senior Living Advisors, about the importance of advocating for families in the senior living industry. Andrea shares her unique approach to helping families navigate placement decisions, emphasizing the need for personalized guidance over commission-based services. The conversation explores the challenges families face when choosing senior living options, the emotional stakes involved, and the shifting dynamics within the industry that prioritize filling beds over resident care. Andrea's insights highlight the critical role of advocacy in ensuring families make informed decisions that truly meet their loved ones' needs.


Learn More:

  • Visit Chicago Senior Living Advisors
  • Connect with Andrea Donovan


Takeaways

  • Families need someone on their side when choosing senior living.
  • Andrea Donovan's model focuses on long-term fit over quick solutions.
  • Many placement agents prioritize community incentives over family needs.
  • Judging a senior living community by aesthetics can lead to poor decisions.
  • Understanding staffing ratios is crucial for families.
  • The pressure to fill beds in senior living communities is increasing.
  • Families often lack the right questions to ask during tours.
  • A structured schedule is essential for effective memory care.
  • The emotional stakes in senior living decisions are high for families.
  • Advocacy in senior care is vital for better outcomes.


Chapters

00:00 Welcome to From Leads to Leases - A Senior Living Podcast

01:35 Andrea Donovan's Unique Approach to Senior Placement

05:29 What Families Risk Using Free Placement Services

07:20 Dangerous Mistakes When Choosing a Senior Living Option

08:29 How Andrea Handles Complex Placement Cases

15:47 What Placement Failures Look LIke for Older Adults

20:04 Sales Teams are Being Pressured More Than Ever

21:10 Issues with Senior Living Staffing and Culture

23:35 Changes in How Families Make Decisions

28:25 Proper Evaluation of Memory Care Communities

31:31 Do Operators Understand The Family Perspective?

35:01 How Placement Agents can Maintain Relationships with Communities

36:19 How Communities Should View Advocates for Seniors

39:42 Andrea's Self-Reflections and What Keeps Her Motivated


Show more...
3 months ago
45 minutes 35 seconds

From Leads to Leases - Senior Living Marketing and Sales
#68 - The Real Estate of Occupancy: Why the Building Is the Strategy with Evan Petig

Summary

In this episode, Jerry Vinci and Evan Petig discuss the complexities of the senior living industry, focusing on the importance of bridging the gap between sales and ownership perspectives. They explore how understanding product value, optimizing inventory, and pricing strategies can enhance community engagement and performance. The conversation also touches on the future challenges and opportunities in senior living, emphasizing the need for innovative solutions to accommodate the growing senior population.


Learn More:

  • Connect with Evan Petig


Takeaways

  • The real power move is aligning sales and ownership perspectives.
  • Sales teams must understand the product's value proposition.
  • Ownership seeks collaboration, not criticism, from sales teams.
  • Sales counselors face unique challenges in selling senior living.
  • A holistic view of the product includes pricing, finishes, and community engagement.
  • Inventory optimization requires data analysis and team collaboration.
  • Establishing standards can eliminate objections in sales.
  • Trust and value are critical in driving decisions in senior living.
  • Celebrating small wins can build momentum in turnaround situations.
  • Innovation and testing are essential for long-term sustainability in the industry.


Chapters

00:00 Introduction to the Podcast and Guest

03:52 Bridging the Gap Between Sales and Ownership

13:40 Holistic View of the Product in Senior Living

18:22 Inventory Optimization in Senior Living

24:05 Success Stories: Aligning Product and Pricing

29:31 Key Signals for Property Turnarounds

37:20 Innovative Solutions for Housing Older Adults


Keywords

senior living, sales, ownership, marketing, inventory optimization, pricing strategies, community engagement, leadership, future of aging, senior care



Show more...
3 months ago
33 minutes 20 seconds

From Leads to Leases - Senior Living Marketing and Sales
#67 - The Human Side of Moving: Supporting Older Adults Through Life’s Biggest Transitions with Maureen Longoria

Summary

In this episode, Jerry Vinci speaks with Maureen Longoria, co-founder and CEO of LiveNow Relocation, about the complexities of senior living transitions. They discuss the emotional aspects of downsizing, the importance of advocacy, and how technology can streamline the relocation process. Maureen shares insights on the future of senior living, the need for a supportive network, and the significance of preserving dignity and memories during this challenging time. The conversation emphasizes the importance of compassion and clarity in helping seniors navigate their later life transitions.


Learn More:

  • Connect with Maureen Longoria
  • Learn more about LivNow Relocation


Takeaways

  • Downsizing can be a compassionate and supportive process.
  • Relocation management is about connecting the dots for families.
  • Emotional support is crucial during transitions for seniors.
  • Advocacy is essential in ensuring seniors receive quality care.
  • The aging population is shifting towards more community living.
  • Families often feel overwhelmed and need guidance during moves.
  • Technology can aid in managing relocations effectively.
  • Building a network of vetted providers is key to success.
  • Preserving memories is important when downsizing.
  • Dignity in aging should be a priority in senior care.


Chapters

00:00 Introduction to Senior Living Transitions

07:22 The Journey into Relocation Management

16:58 Understanding the Emotional Aspects of Moving

26:55 Advocacy in Senior Relocation

36:42 Building a Supportive Network for Seniors

34:52 The Coming Wave of Baby Boomers

39:18 Rethinking Senior Living Models

45:05 Innovative Partnerships in Senior Living

49:52 Supporting Incoming Residents

53:05 Dignity in Aging

56:33 Memories and Letting Go

Show more...
3 months ago
54 minutes 17 seconds

From Leads to Leases - Senior Living Marketing and Sales
#66 - Practice Before the Prospect: Reinventing Sales Training with AI and Integrity with John Greaves

Summary

In this episode of From Leads to Leases, host Jerry Vinci speaks with John Greaves, owner of Next Step Sales Management, about the innovative Senior Living Sales Practice Studio. They discuss the importance of sales training in the senior living industry, the need for role clarity among sales counselors, and how AI can enhance sales training by providing practice opportunities and measurable outcomes. Greaves emphasizes the significance of storytelling in sales and the collaborative approach to developing tools that benefit the entire industry.


Learn More:

  • Connect with John Greaves
  • Learn more about Next Step Sales Management and the AI-Driven Practice Studio


Takeaways

  • Sales training is often misunderstood and undervalued in senior living.
  • Role clarity is essential for maximizing sales performance.
  • AI can provide a safe space for sales counselors to practice conversations.
  • The Senior Living Sales Practice Studio allows for measurable outcomes in training.
  • Sales counselors should focus on filling the revenue bucket, not other roles.
  • Effective sales conversations require preparation and practice.
  • Storytelling is a powerful tool in sales interactions.
  • Sales counselors need to be subject matter experts in their market.
  • Collaboration among sales coaches can enhance training tools.
  • The future of sales in senior living relies on human connection and preparation.


Chapters

00:00 Introducing From Leads to Leases - a Senior Living Sales Podcast

01:41 Introducing John Greaves - Sales Training Expert

02:37 Choose a Sales Lane and Own It

03:41 Why Sales Training is Misunderstood

05:25 Sales Role Clarity and Overwhelm

08:51 The Ultimate Senior Living Sales Practice AI Studio

16:53 Customizing Sales Training to Your Team

19:16 Leveraging AI for Enhanced Sales Coaching

21:34 Creating Better Efficiencies in Sales Training

26:29 Collaborative Innovation in Sales Training

30:46 Why AI-Guided Sales Training is More Efficient and Effective

34:05 The Power of Collective Storytelling

37:15 Sharing Instead of Gatekeeping Innovation

41:33 The Future of Sales and Sales Training

Show more...
3 months ago
48 minutes 1 second

From Leads to Leases - Senior Living Marketing and Sales
#65 - People Over Policies: Senior Living That Actually Puts Residents First with Robert Jakini

Summary

In this episode of From Leads to Leases, host Jerry Vinci speaks with Robert Jakini, a seasoned leader in the senior living industry. They discuss the importance of ethical care, the personal motivations behind entering the senior care field, and the need for a people-first approach in operations. Robert shares insights on navigating crisis-driven decisions in memory care, the significance of prioritizing residents and families, and strategies for creating a positive culture within communities. The conversation emphasizes the necessity of experience-based care and the challenges of employee retention in a competitive market.


Learn More:

  • Connect with Robert Jakini on LinkedIn


Takeaways

  • Everyone in senior care has a personal motivation.
  • Long-term plans can hurt residents and operators.
  • The role of the executive director is crucial for care.
  • Experience-based differentiation beats luxury amenities.
  • Pre-planning for senior care is essential for families.
  • The emotional burden on families is significant during transitions.
  • Leadership requires physical presence in the community.
  • Creating a positive culture is key to employee retention.
  • Understanding individual resident needs is vital for care.
  • Crisis-driven decisions in memory care require empathy and support.


Chapters

00:00 Welcome to From Leads to Leases - Senior Living Podcast

01:50 Robert's Personal Motivations in Senior Care

04:43 Navigating Difficult Family Decisions

05:44 Not all Business is Good Business

06:53 How Smaller Communities can Compete Against Larger Operators

09:47 Balancing Business and Ethical Care

13:22 Standing Out in a Hyper-Competitive Market

15:17 Acts of Kindness in Daily Life

17:29 Selling Life NOT Real Estate

21:32 Navigating Memory Care Challenges

25:25 The Power of Experience-Based Reassurance

27:20 The Importance of Leadership Presence

32:41 Leaving People Better Then You Found Them

34:57 Building a Caring Culture

38:07 Turning Around Distressed Communities

42:17 Staying Connected with Robert Jakini

Show more...
4 months ago
49 minutes 24 seconds

From Leads to Leases - Senior Living Marketing and Sales
#64 - More Than the End: Changing the Hospice Narrative with Suncrest

Summary

In this episode, Jerry Vinci discusses the often misunderstood topic of hospice care with Brett Schnable and Nicole Peacock from Suncrest Hospice. They share their personal journeys into the field, debunk common misconceptions about hospice, and emphasize the importance of reframing hospice as a supportive service rather than an end-of-life destination. The conversation explores the emotional and practical aspects of hospice care, the unique challenges faced by providers, and the need for a cultural shift in healthcare conversations surrounding death and dying. With insights into the future of hospice care and the importance of compassionate support, this episode aims to educate and inspire listeners about the value of hospice services.


Learn More:

  • Connect with Nicole Peacock
  • Connect with Brett Schnable
  • Learn more about Suncrest Hospice


Takeaways

  • Hospice is about improving quality of life, not giving up.
  • Many people wait too long to enter hospice care.
  • Hospice is for anyone with a terminal illness, not just cancer.
  • Conversations about hospice should happen earlier.
  • Hospice provides comprehensive support for patients and families.
  • The stigma around hospice care needs to be addressed.
  • Hospice can be seen as extra support rather than an end.
  • Building relationships with senior living communities is crucial.
  • The demand for hospice care will continue to grow.
  • Compassionate care is essential in hospice work.


Chapters

00:00 Welcome to From Leads to Leases

01:14 Understanding Hospice: A New Perspective

07:36 Common Misconceptions About Hospice

10:23 Reframing Hospice as Extra Support

14:26 Balancing Emotion and Sales in Hospice Conversations

16:44 Collaborating with Physicians for Patient Care

17:48 Preparing for the Growing Demand in Hospice Services

21:15 The Future of Hospice Amidst Workforce Shortages

22:27 Educating Families About Hospice from the Start

24:27 Identifying Signs for Hospice Care

25:03 Changing the Culture of Healthcare Conversations

27:31 Insurance Coverage for Hospice Services

28:10 The Future of Hospice Care Models

30:07 Motivation in the Hospice Space

31:30 Reframing the Stigma Around Hospice Care

32:17 Staying Connected with Suncrest Hospice

Show more...
4 months ago
34 minutes 23 seconds

From Leads to Leases - Senior Living Marketing and Sales
#63 - How to Dominate Google and Drive More Tours to Your Community

Summary

In this episode, Jerry Vinci discusses Google's critical role in the senior living industry, emphasizing the importance of local SEO, Google Business Profiles, and smart advertising strategies. He provides actionable insights on optimizing online presence to drive more tours and move-ins, highlighting the need for a comprehensive digital strategy that integrates various elements of online marketing.


Takeaways

  • Your community isn't showing up on Google, you're missing move-ins.
  • Google is the primary gateway for search-based discovery.
  • If your content isn't search visible, it won't be AI visible.
  • Google Business Profile is your digital curb appeal.
  • Your Google Business Profile shows up before your website.
  • Smart Google ads are about precision and not volume.
  • Your website's never done; it should be a living part of your marketing system.
  • You don't need to be a marketing expert to win on Google.
  • Update your Google Business profile this week.
  • Lead with strategy and with heart.


Chapters

00:00 The Importance of Google for Senior Living Communities

03:39 Understanding Search Behavior and Google’s Role

08:30 Core Ranking Factors for Google Local Search Algorithm

16:48 Maximizing Your Google Business Profile

25:27 Building Effective Google Ads Campaigns

35:41 Converting Website Traffic into Tours

45:19 Takeaways from Leveraging Google

Show more...
4 months ago
37 minutes 2 seconds

From Leads to Leases - Senior Living Marketing and Sales
"From Leads to Leases," hosted by Jerry Vinci of CCR Growth, dives into senior living marketing, sales, and growth strategies. It targets industry professionals looking to boost occupancy, explore successful marketing channels, and innovate in a competitive market. This podcast offers insights, discusses industry challenges, and shares success stories, aiming to empower senior living leaders with actionable strategies for growth. Join us for transformative conversations designed to elevate the senior living community experience.