Academy Logo (r)


Jill Scott
The Academy for Private Duty Home Care


Thursday November 29, 2012

4:00 PM to 5:00 PM EST

Add to Calendar 


An online interactive learning program with Stephen Tweed, CEO of Leading Home Care ... a Tweed Jeffries company, and Michael Sullivan, principal at 50-Plus Communication Consulting brought to you by The Academy for Private Duty Home Care. 


Presents YOUR November Webinar:

"Increase your Income Selling to

Bank Trust Officers

and Other Trusted Advisors"

  Strategies and insights for building your 

Private Duty Home Care business by working

with bank trust institutions and

other professional advisors

With Stephen Tweed and Michael Sullivan

In these times of rapidly increasing competition in home, the fastest growing companies with the strongest marketing strategies will survive.  In this high impact, interactive workshop, Stephen Tweed and Michael Sullivan will share with you the latest insights and strategies from their experience in home care and financial services including trust services.  Then Stephen and Mike will guide you in developing a highly effective bank trust officers marketing strategy to help you create a sales strategy that leads to improved performance, more inquiries, convert more admissions, and serve more clients.

Many successful Private Duty Home Care companies find that a significant portion of their long term, high-utilization home care cases are referred by Bank Trust Officers and Other Trusted Advisors.  A few 24-hour, 7 days a week cases will bring significant cash flow to your home care business.

This interactive workshop is loaded with time-tested tips and ideas which the presenters have found useful and usable from their experience, as well as conversations with bank trust officers and other trusted advisors.  We believe that effective and professional selling grows on a sound base of knowledge and application.  The most successful home care firms at generating quality referrals are those that understand their targets.

Objective:  To provide you with useful, actionable sales tips and techniques for building your home care business working through bank trust institutions and other trusted advisors.  We’ll give you specific steps to focus on and build relationships that will generate quality referrals from advisors.

At the conclusion of this webinar, attendees will be able to:

  1. Identify bank trust prospects and trusted advisors in your market area.
  2. Use resources to uncover prospects.
  3. Distinguish the key roles and responsibilities within trust institutions.
  4. Understand how bank trust institutions work so that you build rapport with trust officers.
  5. Prepare yourself for selling to Bank Trust Officers and Other Trusted Advisors.


Special Bonus Offer

The first 25 people to register for this web conference will have the opportunity toSullivan Bank Trust purchase a hard copy of the best-selling eBook by Stephen Tweed and Michael Sullivan for the deeply discounted price of $49.00.  Save $100 when you register for the web conference and purchase the book at the same time.

More importantly, attend the web conferece, read the book, apply the principles that Mike and Stephen will share with you, and watch your average revenue per client sky rocket.  Our research shows that home care referrals coming from bank trust officers provide more hours of service and longer length of stay than other referral sources.  Increase your income and reduce your stress.  Be among the first 25 to register and take advantage of this amazing opportunity.

Register today!


Your Presenters:   

Stephen Tweed, CSP, has spent the last 25 years working with home care and hospice organizations that want to grow and with home care leaders who want to get ready for the future.  He is currently Chairman and CEO of SCT Head PhotoLeading Home Care …a Tweed Jeffries company.  He regularly conducts industry surveys and research to identify the best practices in business strategy, sales & marketing, and leadership.  Stephen is the author of Strategic Focus: A Gameplan for Developing Competitive Advantage, and six other books written especially for home care and hospice.

Stephen is Founder of The Academy for Private Duty Home Care , and the Publisher of Private Duty Today, the leading electronic newsletter for private pay, non-medical home care.

Michael Sullivan is a principal in the firm of 50-Plus Communication Consulting.Mike Sullivan He specializes in helping firms market and sell to baby boomers. He shows audiences how to identify and deepen relationships with targeted groups. He has been educating and motivating thousands of trust institution professionals, investment and insurance advisors and healthcare providers. Keynote presentations include The American Bankers Association’s Trust School, state banking association trust conferences and the insurance industry’s Million Dollar Roundtable.

Mike previously served as Vice President, Corporate Communications, First Union National Bank (now Wachovia Corporation), Charlotte, NC. His articles have appeared in Trust and Estates magazine. He is a member of the National Speakers Association, and he serves as Past Chairman of the Charlotte, NC, Council on Aging.