Rethink Home… Making the Beneficiary Your Future Client
Whether you work directly with older adults, or your point of contact is one of their family members, it’s inevitable that the ultimate transition will occur one day. You will eventually be working solely with the beneficiaries. Building trust with future beneficiaries early can help foster rapport with family members, increasing the likelihood that they’ll continue working with you.
Working with the Beneficiaries
At some point, the older adult will no longer be capable of handling their own affairs. Family members will step in to help. This transition might occur while the person is still alive, or after the older adult has passed. During this phase, your interaction with beneficiaries will likely increase.
Depending on the beneficiaries’ experience, this is when they will decide whether or not to continue their professional relationship with you.
Building a Relationship of Trust
Building trusting relationships is most likely to happen when beneficiaries feel heard and supported. Look for additional ways to offer a helping hand. Be genuine with each person with whom you interact.
You might offer beneficiaries complimentary services, such as connecting them with a real estate professional that specializes in real estate services for aging adults. Here at Greenwald & Gerke Realtors, we assist aging clients and their beneficiaries through our complimentary Senior Stay or Go program. We are highly experienced in this industry. Learn how we can support you and work together by calling us today: (844) 782-9674