Increase Your Income
Selling to Bank Trust Officers &
Other Trusted Advisors

By Michael P. Sullivan, Principal, 50-Plus Communication Consulting and Stephen C. Tweed, CEO, Leading Home Care

Find those 24 hour – 7 day cases that bring huge cash flow into your business!

Build long lasting relationships with the gatekeepers to America's Wealthy!

Develop a steady flow of high-net-worth clients who can afford to buy what you are selling!

Private Duty Home Care … or non-medical home care … is the fastest growing segment of health care in America. Millions of elderly and disabled individuals have one or more chronic conditions which make it difficult to function. They need regular assistance with the activities of daily living.

A small, but rapidly growing, number of these elderly Americans have accumulated significant wealth. They have called on the services of a Bank Trust Department or other trusted advisor to help them manage their money and arrange for personal services.

That's were you come in. As the owner, administrator, or manager of a Private Duty Home Care company, you can dramatically increase your income by learning to sell your services to these Bank Trust Officers and other Trusted Advisors. Up until now, that process has been a mystery to most home care leaders.

Now, Thanks to one of America's leading experts in selling to older Americans, and one of home care's leading Private Duty experts, you can master the mystery of selling to Bank Trust Officers.


Michael Sullivan is a principal in the firm of 50-Plus Communication Consulting. 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. He serves as Past Chairman of the Charlotte, NC, Council on Aging.

For the past 20 years, Stephen Tweed has worked with home care companies around the country that want to grow their businesses, and with home care leaders who want to multiply performance.
He is currently Chairman and CEO of Leading Home Care ... a Tweed Jeffries company, the center for home care strategy and leadership.

Stephen has served on the Boards of Directors of three different home care companies, and as the Interim President and CEO of a $25 million home care company with 400 employees and a $3.5 million Private Duty Home Care business.

Together, Mike and Stephen have created a tool that is guaranteed to help you learn what you need to know to penetrate the big money world of Bank Trust Officers and Other Trusted Advisors.


Click on the link below. In a matter of seconds you'll be able to download this E-Book to your own computer.

Instantly, you'll begin learning about …

  • Money, Money – Who's got the money?

  • Demographic trends that are working for you

  • Trusted Advisors: Gatekeepers to the wealthy

  • Understanding the financial services industry

  • How to find nearly 3500 Trust Offices nationally

  • Finding the physical location of Trust Institutions

  • How Trust Operations fit into Banking

  • Some definitions you need to know

  • The real value of Trust referrals

  • The nature of decision makers in Banking Institutions

  • How Banking culture promotes deliberate decision making

  • How personal Trusts target the wealthy

  • How Trust Officers connect with their clients

  • Marketing and selling Trust services

  • How to research your firms sales history

  • How to use the Director of Trust Institutions

  • How to get referred into Trust Companies

  • How to research Trust prospects

  • How to approach the Trust Officer

  • Key positions in the Trust Department

  • Specialized training of the Trust Officer

  • How to get past the screener

  • How to communicate your "caregiving" expertise

  • How to earn their trust

  • How to get started on the right foot

  • How to use our checklist for building rapport

  • How to prove your capabilities

  • How to differentiate your PDHC company from your competitors

  • How to make group presentations to Trust Institutions

  • How to close the sale

  • The most effective closing question

  • How to test your level of confidence

  • How to give exceptional service after the sale

  • How to sell to Other Trusted Advisors

All of this can be yours … along with a FREE audio CD of a recent teleseminar featuring the authors, Mike Sullivan and Stephen Tweed.

Purchase the E-Book … Increasing Your Income Selling to Bank Trust Officers and Other Trusted Advisors now for only $149.00.

We'll send you a FREE bonus of the Teleseminar CD by the same name … a value of $149.00







Title: Increase Your Income selling to Bank Trust Officers & Other Trusted Advisors

Authors: Michael Sullivan and Stephen Tweed

Publisher: Leading Home Care, 2005

Format: PDF e-Manual

Length: 82 pages

Price: $149.00


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