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!
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.