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Boston Bound!

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The Solutions Advisors and Retiring by Design teams are heading to Boston for the annual LeadingAge Annual Meeting Expo which promises to be the biggest and best ever! We are eager to see all of our friends and colleagues and add our voices to this year’s theme, “Be the Voice” for aging and advocacy.

We are especially pleased to have two of our team members among the dozens of presenters this year.

On Wednesday at noon, Session 130-G will feature Kristin Kutac Ward, President and CEO of Solutions Advisors, who will co-present, “Prospect-Centered Selling” along with David Smith, Principal, One on One Service to Seniors, and Margaret Wylde, CEO, ProMatura Group. The presentation will discuss emerging senior sales and marketing practices that contribute to better conversion ratios and other practical tools to manage sales efforts and accurately identify, measure and track sales behaviors.

Wednesday morning, Patti Adami, Solutions Advisors Vice President of Strategic Marketing, will participate on a panel of ‘boomers’ including Greg Scott, Partner, RLPS Architects, and James Bernardo, Executive Vice President, COO, Presbyterian Senior Living, who will compare the expectations of boomers to the senior living products currently being offered, in a session called, “Become the Boomer Community of Choice”(Session 53-F).

We invite you to stop by our booth #1755/1757 to view some of our recent and most successful lead-generating materials developed by our creative firm Retiring by Design, including direct mail, e-blasts and brochures. Take home our latest brochure describing our consulting and creative services. Or just stop by to relax, have a cup of coffee and meet our growing team of consultants, sales professionals and creative experts. Have a marketing or sales problem you’ve been wrestling with? We’re happy to set up a one-on-one meeting to discuss how we might be able to help you achieve success.

See you in Boston!

Solutions Advisors & Retiring by Design
Booth #1755/1757

Session 53-F Wednesday, November 4, 8:30 am
Become the Boomer Community of Choice – with Patti Adami and panel of experts

Session 130-G Wednesday, November 4, 12:00 noon
Prospect-Centered Selling – with Kristin Kutac Ward, David Smith and Margaret Wylde


New Team Members

We’re pleased to welcome the most recent additions to the Solutions Advisors and Retiring by Design team:

  • Cathy Hilbush, Senior Healthcare Finance Consultant
  • Michael Holtzclaw, Regional Director of Sales & Marketing
  • Jessica Fogg, Vice President
  • Kendall Jamison, Senior Operations Consultant
  • Lisa Jenkins, Project Manager

Ask the Experts Video Blog

Check out our new video from Mike Brindley, VP, Director of Associate Development. Follow our “Ask the Experts” Video Blog online with new videos posted each month.

Mike Brindley: The Power of Legacy and Creative Follow Up

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