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The Referral Edge


Why “Being Liked” Is Not A Sales Strategy
In senior care business development, there’s a belief that sounds harmless, but quietly destroys credibility and long-term growth: “If they like me, they’ll refer to me.” They won’t. Not consistently. Not predictably. And not when it actually matters most. In this industry, likability is often mistaken for trust. But trust is not built on charm, personality, or friendliness. It’s built on risk reduction. And referrals are, at their core, risk decisions. Every time a referral
Dec 22, 20253 min read


The Hard Truth: Positivity Alone Won’t Build Your Pipeline
In senior care, we often preach optimism. Stay positive. Keep pushing. Believe in abundance. And yes, mindset matters. Our work is emotional, demanding, and deeply human. Without optimism, we burn out fast, but there is a massive difference between staying positive and being so positive that it becomes toxic. Toxic positivity is when you try to “mindset” your way out of problems you actually need to take action to fix. It shows up quietly, seductively, and often with the best
Dec 15, 20253 min read


Quit Lying to Yourself: You’re Not Going to Remember and It’s Costing You Revenue
There’s a lie we tell ourselves every day, and it’s one that quietly sabotages our success in both life and business development: “I’ll remember that.” We tell ourselves we’ll remember the detail a referral partner casually mentioned in the hallway. We’ll remember the insight from a family call. We’ll remember the follow-up needed, the opportunity spotted, the barrier identified, the name of the daughter we spoke with, or the nuance of an objection a discharge planner express
Dec 8, 20256 min read


S.T.O.R.Y. Selling for Senior Care: How to Win Trust, Reduce Overwhelm, and Convert More Referrals Through the Power of Story
Families don’t choose a home care or senior living provider because of brochures, price sheets, or feature lists. They choose based on one thing: TRUST. Trust is built fastest through one tool: From the very first inquiry call to referral partner interactions to community tours, the professionals who know how to tell meaningful stories win more clients, build deeper partnerships, and rise above competitors who rely only on facts and features. This month’s Referral Edge brea
Dec 3, 20254 min read


The Silent Salute: Why Elder Veterans Require and Deserve a Different Standard of Care
As America’s Veteran population continues to age, a critical truth demands recognition: military Elder Veterans do not age like their civilian counterparts. Their healthcare needs, emotional journeys, and end-of-life experiences are shaped by a life of service often characterized by physical hardship, mental strain, and a deeply rooted culture of sacrifice. This is not just a matter of differing personal stories. It is a population-level distinction with clinical, social,
Dec 1, 20256 min read


“Let’s All Be More Like Irv”
Happy 250th Birthday to the United States Marine Corps! Each year when I offer this birthday wish, I do so with deep sincerity because many of the greatest people I’ve known and the most loyal friends I’ve ever had have been Marines. Over time, I’ve asked myself: Why do I find so many of my most meaningful friendships among Marines? What is it about them that resonates so strongly? As I reflect, I’ve come to see that the answer holds powerful lessons not just about patriotism
Nov 10, 20255 min read


Operational Excellence in Action: Applying the Army’s “After Action Review” to Home Care Business Development
In the Army, no mission ends without an After Action Review (AAR), a disciplined debrief designed to extract every lesson from every operation. The process is brutally honest, laser-focused, and always revolves around four core questions: What was the mission? What actually happened? Why did it happen? What will we sustain or improve for next time? No fluff. No ego. No excuses. It’s not about assigning blame rather about building better performance through reflection. Now ima
Nov 3, 20254 min read


Overcoming Imposter Syndrome to Accelerate Growth in Home Care
If you’ve ever walked into a referral partner's scheduled meeting or drop in interaction and felt that quiet whisper, “Who am I to be here," you’re not alone. That’s imposter syndrome talking, and in home care business development, it’s more common than most will ever admit. The Hidden Cost of Imposter Syndrome Imposter syndrome doesn’t just drain your confidence, it limits your agency’s impact. When you hesitate to pick up the phone to schedule a meeting with any type of ref
Oct 28, 20254 min read


Be Like Mr. Rogers: Create a Safe Place for People’s Problems
There’s something timeless about the way Mr. Rogers made people feel. He didn’t rush. He didn’t fix. He listened. He created a world where people, children and adults alike, felt safe to share what was heavy on their hearts. In today’s metrics-driven senior care world, we could all take a lesson from that quiet kind of leadership. Because the truth is, the greatest leaders and business developers in our industry aren’t the loudest in the room or the ones with the slickest pit
Oct 23, 20252 min read


The Walls We Build — and How They Block Referrals
Sometimes the biggest obstacle to growing your home care agency isn’t the market, the competition, or the referral sources that “won’t respond.” It’s the walls you've built inside yourselves. Walls made of beliefs you've carried for years. Walls you don’t even realize are standing between you and the very people you're trying to reach. The Invisible Walls That Limit Growth In the senior care world, we tell ourselves stories every day, about families, about referral partners,
Oct 14, 20252 min read


Discipline Edge: The Week That Changed Everything
It was a Sunday night. Most salespeople were winding down, watching TV, scrolling their phones, trying not to think about Monday. But Angela, a home care sales professional, opened her laptop instead. She had learned something the hard way: when you don’t plan, your week gets hijacked by traffic jams, wasted visits, and unprepared conversations. The week before, she had missed her chance to connect with a hospital case manager, because she showed up right during the discharge
Oct 14, 20254 min read


The Power of Constraints: Why Home Care Agencies Must Narrow Their Referral Focus
A common trap in our industry is chasing too many referral source accounts at once. Agencies scatter their marketers across dozens—sometimes hundreds—of contacts, hoping sheer volume will yield results.
Sep 29, 20252 min read
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