Trying to make a small business succeed requires some effort at marketing. In any business the first step is to identify your target audience.
In this business, the continuing challenge is trying to skillfully direct our message to:
1. the elderly
2. the children of the elderly confronted with the task of helping with the continuing care of their parents
3. the referral network of allied professionals that help us identify those that require our services
4. others, including the disabled, who might need assistance with tasks not related directly to a legal instrument
The challenge then becomes how, with limited time and resources, how to reach them all.
My approach has become making sure that all of the materials that I create and use are senior friendly. That they are respectful of the receivers using concise content that gets my messaged delivered with economy. That my outreaches have broad aspect balanced with focus on key elements.
And, if I really do a good job, make available a sense of who this trustee guy is.
Look at me!
In trying to maintain balance in my life, I give of my time to a local non-profit organization that provides housing for senior citizens. My reward is that I gain experience that helps me in my fiduciary role. In turn, my fiduciary expertise adds to our management conversation.
Recently, a local health professional (in the spirit of advocacy) has taken up the cause for some of our clients that have some complaints about the way our organization is run. As a member of the board it is easy to take offense at an outsider confronting us with accusations and some board members have struggled with this situation.
I am pleased to report that others have responded differently and a new determination to make improvements has emerged. Let us be reminded that a knife is sharpened by contact with a stone. Toss a few rocks in our direction and watch us work, as would skilled surgeons, to bring healing to our community.
Yesterday, I had the opportunity to attend the open house for a new Bed and Board Home here in Cloverdale. They have done wonderful job creating a warm, homey and safe living facility.
The young lady whose family owns the facility explained to me that her grandmother resides in a similar facility in the Sacramento Area. Although clean and safe, she feels a lack of warmth and consistent commitment to client care. Hence the business venture that she hope will provide a warm family-like environment for grandma and 5 others.
Many people I've met who have chosen a career in senior services have a similar story. Someone they love was somehow slighted or even endangered by people entrusted to care for them.
My Grandma Myra spent the last 9 years of her life in a skilled nursing facility that was at times quite good but went through periods when the care was not good, when they chose to medicate her rather than truly deal with her.
If nothing else, we owe our loved ones our commitment to always act in the role of advocate. To speak up every time a situation or action falls short of how we would act ourselves.
In the role of trustee or power of attorney, the standard does not change. In fact it is higher, we are expected to bring together the resources and expertise to ensure that our clients live with the highest possible level of freedom, safety and dignity.
Would you want any less fo
Don the Trustee
When my mother passed very suddenly some 16 years ago, I worked as a trustee for the first time. Her trust contained walnut orchards, peach orchards and a small vineyard. One of the properties was within the sphere of influence of the adjacent city and I dove in with the neighbors and started working on annexation. Loved this work back then and still find it very satisfying today.