Morning Meeting (Home Care)

Ready to transform your homecare agency? In this episode, we dive deep into five proven strategies that will help you identify and attract your ideal clients — the ones who align with your mission and fuel your agency's growth. Julio Briones breaks down how to leverage your agency's purpose, analyze your current client base, craft a detailed ideal client persona, align your services with the right payment sources, and build referral partnerships that consistently send you high-quality leads. If you're serious about growing your agency while delivering exceptional care, you won't want to miss these game-changing tips!Timestamps:00:00 – Introduction03:09 – Secret #1: Start with Your Mission04:30 – Secret #2: Analyze Your Current Clients06:35 – Secret #3: Craft an Ideal Client Persona10:30 – Secret #4: Align Payment Sources with Services11:41 – Secret #5: Build Strong Referral PartnershipsWant even more strategies to grow your homecare business?Visit and connect with us at https://www.thebrionesgroup.com 

Join us for a special Ask the Home Care Expert live Q&A session with Julio Briones, CADDCT, CSP, CDP — a nationally recognized consultant and strategist in the home care and senior care industry. In this interactive episode, Julio answers real questions from listeners, offering expert advice on agency growth, operations, compliance, and strategic planning. Whether you're just starting out or looking to scale your business, this conversation is packed with actionable insights you won't want to miss. Want to learn more about how The Briones Group can help you build, grow, or optimize your senior care business?Visit https://www.thebrionesgroup.com today!

Join Julio Brionis as he dives into the essentials of communication in homecare marketing and business development. Learn effective strategies and tips. Like and share! Comment Below your thoughts.00:00 Introduction01:17 About the Speaker02:30 Business Development03:36 Key Elements06:19 Pain Points08:07 Desire to Fix10:08 Resources15:25 Decision Makers18:28 Importance of Trust22:03 Next Steps27:45 Clear Steps30:27 60 Day Trial31:31 Conclusion

Are you a home care business owner looking to expand and thrive in today's competitive market? Join us as we delve into proven strategies for business growth in the home care industry. Our seasoned home care industry consultant shares valuable tips, best practices, and real-life examples to help you take your business to the next level. Whether you're considering expanding into new markets or seeking ways to attract more clients, this video has you covered. Watch now and get ready to achieve sustainable growth for your home care business!02:41 Question 1: "What are the key strategies for expanding a home care business into new geographic markets, and how can we ensure a smooth transition while maintaining service quality?"14:52 Question 2: "In a competitive home care market, how can businesses differentiate themselves and attract new clients? Are there specific marketing tactics or innovative service offerings that can help drive growth?"

In today's episode, we're sharing exciting updates from The Briones Group and answering real questions from homecare agency owners looking to grow and strengthen their businesses. Whether you're just starting out or scaling your agency, these insights are designed to help you navigate your next steps with confidence. If you find today's conversation helpful, be sure to subscribe, leave us a review, and let us know what topics you'd like us to cover next! To learn more about how The Briones Group can support your growth journey, visit www.thebrionesgroup.com.

On a mission as the founder of Digital Champions, Nick Bonitatibus is dedicated to helping home care organizations implement social media and video marketing strategies to generate consistent leads and brand awareness.Over the last 7 plus years, Nick has helped thousands of companies all over the country about improving online presence with his digital marketing techniques. With the ever-changing digital world, Nick strives to deliver the newest and most up to date trends to his audience and clients.Website: https://www.thedigitalchamps.com/Facebook: https://www.facebook.com/TheDigitalChampsInstagram: https://www.instagram.com/thedigitalchamps/YouTube: https://www.youtube.com/channel/UCx4wiQ6uo6Wi5LpwPWewNCwLinked In: https://www.linkedin.com/in/nickjboni/Linked In Business Page: https://www.linkedin.com/company/thedigitalchamps/TikTok: https://www.tiktok.com/@thedigitalchampsFree Training: Social Media Success - https://www.thedigitalchamps.com/social_____________________________________________________Sign up with EZactis (Background Checks)https://clients.ezactis.com/register/bcgWebsite:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Join our Facebook Group https://www.facebook.com/groups/homecareacceleratorRapid Pay USAhttps://rapidpayusa.com/BCG

Thank you to all who joined our inaugural Mastermind Session. Join our mailing list to get information on how to register for our next session. Today's mastermind we tackled the complex topic of recruiting caregivers. This is something that many agencies struggle with, but today we are joined by Samuel Sanchez, co founder of @Augusta and digital marketing / caregiver expert to help us navigate the process. Want to learn more about how the Augusta team can help you with your recruiting needs? Visit them online and book a demo today!https://www.augusta.care/Join the Owner's Corner Mailing Listhttps://www.thebrionesgroup.com/owners-corner/ Sign up with EZactis (Background Checks)https://clients.ezactis.com/register/bcgLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Rapid Pay USAhttps://rapidpayusa.com/BCG

Home Care Growth: Scaling with AutomationKnowing the difference between growth and scale can have a significant impact to your senior care business, especially in the home care space. Today we will talk with David Schwartz about how to utilize technology to streamline repetitive services, grow your revenue and reduce recruitment costs in your agency. Contact David:dave@getschwartz.com‪(973) 531-7317‬________________________________________________________________________Sign up with EZactis (Background Checks)https://clients.ezactis.com/register/bcgWebsite:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Join our Facebook Group https://www.facebook.com/groups/homecareacceleratorRapid Pay USAhttps://rapidpayusa.com/BCG

Sarah is an expert in relationship building sales tactics in the home care space and today she will discuss with us why it makes sense to be that resource for your referral partners. Let's discuss how to improve your marketing outcomes by making their life easier. Connect with Sarahhttps://www.facebook.com/sarah.m.christhttps://www.linkedin.com/in/sarahchristbarker/Learn more about the Senior Care Sales Solutions AcademyApplication: https://forms.gle/G6YNfx723KxH5v3Q6Secure A Seat: https://buy.stripe.com/dR65nqcyjgGQ7vO000Sign up with EZactis (Background Checks)https://clients.ezactis.com/register/bcgWebsite:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Join our Facebook Group https://www.facebook.com/groups/homecareacceleratorRapid Pay USAhttps://rapidpayusa.com/BCG

You need to plan for the exit the minute you start your agency. This is something I always say to anyone asking me about starting a home care business. In this episode we talk with Wealth Manager and Exit Strategy expert Michael Ringel of Strategies for Wealth to discuss the top 3 considerations when selling your senior care business and how to avoid some of the more common pitfalls. Michael Ringel, RICP®, CDFA®, CExP™Helping People Save, Spend, Enjoy and Share Their MoneyStrategies for Wealth120 Broadway, 37th FloorNew York, NY 10271(c) 917-734-4748(f) 206-888-4456mringel@strategiesforwealth.comhttp://www.mikeringel.comBook a FREE call with Michaelhttps://mikeringel.as.me/?appointmentType=30944174Sign up with EZactis (Background Checks)https://clients.ezactis.com/register/bcgWebsite:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Join our Facebook Group https://www.facebook.com/groups/homecareacceleratorRapid Pay USAhttps://rapidpayusa.com/BCG

We are back on our regular schedule for Facebook Live Sessions. We will be live every Saturday at 9:30 AM EST in our Facebook Group (link below). This session we answered questions about caregivers, recruitment and retention, and home care marketing as well as taking view questions. Sign up with EZactis (Background Checks)https://clients.ezactis.com/register/bcgWebsite:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Join our Facebook Group https://www.facebook.com/groups/homecareacceleratorRapid Pay USAhttps://rapidpayusa.com/BCG00:00 Start04:09 Should I charge caregivers for scrubs?13:03 How can I get caregivers to show up to interviews?26:09 I am just starting out without a lot of money, how should I start marketing?45:05 Live Viewer Questions

Are you stuck with your marketing efforts? It might just be you aren't targeting the right facilities. Let's deep dive into a marketing territory and create an avatar and build efficient zones that will stop the shotgun approach and give you streamlined results. For this example we will review Des Moines, Iowa.https://bit.ly/AvatarOpt00:00 Intro02:48 A little about my story05:18 Franchise Support06:32 Shotgun Marketing09:17 Shameless Self-promotion of Territory Optimization10:10 Start of Analysis for sample territory (Des Moines, Iowa)38:28 How to use the data to build Marketing Zones 45: 17 Wrap up and Outro

Recruiting isn't easy, especially when talking about home care, home health, hospice, hospital, or other medical spaces. One vital step is to understand your service area and how analyzing demographics can greatly improve outcomes. In this video we break down recruitment potential in the Naperville, IL surrounding area for a Facebook Group Member. If you want to learn more on how we can help your organization or franchisees with territory optimization follow this link https://bit.ly/AvatarOpt00:00 Intro04:00 StartSign up with EZactis (Background Checks)https://clients.ezactis.com/register/bcgWebsite:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Join our Facebook Group https://www.facebook.com/groups/homecareacceleratorRapid Pay USAhttps://rapidpayusa.com/BCG

First and foremost, thank you all for your comments and question submissions. Today we are responding to a comment request by @NURSE CAMPBELL and an email question by Linda A. 00:00 Intro02:18 Hiring an employee from Indeed or Zip Recruiter Posting. 16:23 Tips on LinkedIn Marketing for Home Care Agencies29:53 Updates and ClosingSign up with EZactis (Background Checks)https://clients.ezactis.com/register/bcgWebsite:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Join our Facebook Group https://www.facebook.com/groups/homecareacceleratorRapid Pay USAhttps://rapidpayusa.com/BCG

Value is a matter of perception. This is especially true in the home care space. Being able to understand what you bring to the table and how to frame your conversations to properly shift your client's or caregiver's perception of a situation can change outcomes and improve your relationships and marketing / recruitment outcomes. This is a replay of our Facebook group Live training. Sign up with EZactis (Background Checks)https://clients.ezactis.com/register/bcgWebsite:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Join our Facebook Group https://www.facebook.com/groups/homecareacceleratorRapid Pay USAhttps://rapidpayusa.com/BCG

When people set out to open a business one of the more common reason cited is for "freedom". Being Independence day, we decided to do a Live in our Facebook group and talk about the top 6 home care marketing activities to prioritize if you want to grow your agency and acheive financial freedom as well as answer some key questions from Facebook group members.00:00 Start00:13 Intro01:07 Defining Freedom in business ownership04:17 Identify Your Client11:24 Identify and Select Facilities (Territory Optimization)14:53 Prospecting18:30 Marketing as an owner 20:04 Information about upcoming class (7-9-2022)24:35 Question 1: How long does it normally take to get clients when first opening agency?33:17 Question 2: What facilities are best to market to?39:30 Question 3: Does direct mail work in homecare marketing? 46:35 Wrap upSign up for the July 9, 2022 classhttps://www.thebrionesgroup.com/private-pay-homecare-marketingSign up with EZactis (Background Checks)https://clients.ezactis.com/register/bcgWebsite:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Join our Facebook Group https://www.facebook.com/groups/homecareacceleratorRapid Pay USAhttps://rapidpayusa.com/BCG

Franchisor Blog Posthttps://www.thebrionesgroup.com/post/top-issues-affecting-home-care-franchisorsThinking about opening a Home Care Agency, but don't know if you want to go independent or with a franchise? Let us help. As Home Care Professionals with over 20 years in the industry and 8 years supporting franchise locations, we know about the key differences and we are here with our very own top 5 list to help you decide. Want an in-depth territory analysis? Visit us on the web and book your strategy session today. Website (Download our Latest White Paper)https://www.thebrionesgroup.com

Home Care, like other businesses, is a risky venture, our guest Robert "Puma" Richards knows that lesson all too well. He bought into and opened a Home Care Franchise and was able to find success, until the time came when his lack of business credit got the better of him and, ultimately, his agency. From then, his journey led him into the world of credit repair and full circle into the world of business and helping others. Today, Puma joins us to discuss his journey as well as give us much needed tips and advice the importance of business credit and how to build it for your own business. To get in contact with Puma:Email / Phonerrichards@jgalt.io / 732-684-2980Websitehttps://rrichards.jgalt.io/FB Grouphttps://www.facebook.com/groups/small...________________________________________________________________Sign up with EZactis (Background Checks)https://clients.ezactis.com/register/bcgWebsite:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/theb...Join our Facebook Group https://www.facebook.com/groups/homec...Rapid Pay USAhttps://rapidpayusa.com/BCG

We have all heard it many times, content is king. This is especially true when designing a hyper-local marketing or caregiver recruitment campaign for your home care agency. But, how important is it to find the right content creator? Do you really need one that knows the senior care industry or can we just go on Fiverr and find the cheapest? Join us as we talk to Jennifer Lagemann to learn about what makes good copy for your home care agency valuable and how one with industry knowledge can not only help improve your recruitment, but can help grow your agency census and improve relationships with your referral partners!

Honestly, on a scale of 1 to 5, how would rate your employee handbook? Read the full article here: https://www.thebrionesgroup.com/post/why-bother-with-an-employee-handbookAnne-Lise Gere, SPHR, is an HR advisor and consultant at Gere Consulting Associates LLC. Home care providers consult with her on caregiver recruitment and retention to achieve sustained results. Anne-Lise also works with clients on a retainer basis to provide on-going HR support. For more information, visit www.gereconsulting.com or contact Anne-Lise at annelise@gereconsulting.com.Website:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Join our Facebook Group https://www.facebook.com/groups/homecareacceleratorRapid Pay USAhttps://rapidpayusa.com/BCG

We all struggle with staffing, especially when it comes to caregivers, but what do we do? Millions of people have left the workforce over the last 2 years and it has created a massive problem in the senior care industry. I challenge you to ask yourself if it is a recruitment issue or a retention problem? Today we talk to Stephanie Freitag of the Freitag Family Agency in Pennsylvania about the role benefits can play in improving your recruitment and retention problems as well as how even smaller agencies can put these into play. Stephanie FreitagStephanie@freitagfamilyagency.com267-255-8774https://www.facebook.com/freitagfamilyagency

How important is it to find the right location when opening up your office? Today we talk with Ty Brewster of Locate to discuss how having a data driven approach can help you pick a location to help with client acquisition and caregiver recruitment.Ty BrewsterLocatewww.locate.aiLinkedIn https://www.linkedin.com/in/ty-brewster-cfe-99152b100/Instagram https://www.instagram.com/mayoroffranchising/?hl=enLinkedIn Company https://www.linkedin.com/company/locateai/mycompany/______________________________________________________________________Website:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Join our Facebook Group https://www.facebook.com/groups/homecareacceleratorRapid Pay USAhttps://rapidpayusa.com/BCG

A member of our Facebook Group asked: "You are an existing agency and you expand into a new territory, what are your first 3 marketing activities?"Register for our Territory Optimization Master Classhttps://www.thebrionesgroup.com/event-details/territory-optimization-masterclassJoin our Private Home Care Accelerator Facebook Group? https://www.facebook.com/groups/homecareaccelerator

COVID-19 has changed the way we market our business, that is undeniable, but has it made relationship marketing and business development irrelevant in the home care / home health space? Don't forget to register for our Territory Optimization Master Classhttps://www.thebrionesgroup.com/event-details/territory-optimization-masterclassJoin our Facebook Grouphttps://www.facebook.com/groups/homecareaccelerator

Today we are answering questions submitted by members of our Facebook GroupPrivate Home Care Accelerator Facebook Grouphttps://www.facebook.com/groups/homecareacceleratorBloghttps://www.thebrionesgroup.com/blogTerritory Optimization Masterclasshttps://www.thebrionesgroup.com/events00:00 Intro 02:14 How to market to more private pay clients and grow more revenue a year08:09 How to do a business plan10:20 Price Setting16:38 What is expected from the caregivers? (Setting Boundaries in the office)22:12 Expansion of the company in cost effective ways29:00 How are handling caregiver shortages and how are you incentivizing office staff?

Ever wonder how you can use bad weather to your advantage when marketing your home care agency? https://www.thebrionesgroup.com/event-details/territory-optimization-masterclass

As a home care owner trying to build your agency, having credibility is of paramount importance. If you own a franchise, the name recognition is part of the initial investment, what about when you are an independent operator? One of the ways is to join organizations like the Chamber of Commerce or the Home Care Association of America or one of the local chapters, another option is the Independent Home Care Alliance. Today, we talk to Sarah Barker of the IHCA to discuss the benefits of membership and the advantage that comes with having a local presence with a national backing. Learn more about the IHCAhttps://bit.ly/3mVl4ZOReach out to Sarah Directly on LinkedIn to learn morehttps://www.linkedin.com/in/sarahchristbarker/Learn more about Private Home Care Training and Mentoring and download our free Business Development Cheat sheetWebsite:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Rapid Pay USAhttps://rapidpayusa.com/BCG

Many home care agencies struggle stagnate because they simply don't understand how to look at their chosen service area / territory. Are you just going out with a "shotgun" approach or are you more targeted and methodical? Join us as we discuss how to really look at your territory for maximum efficiency.Download your free Territory Cheat Sheethttps://www.thebrionesgroup.com

What is a brand? Why does it matter in Home Care? Join us as we talk about how you brand can affect the short and long-term growth of your Home Care business.We will go over the basic concepts of your logo, colors and promotional items mix and how it all comes together to help you gain authority in your community and build trust as well as recognition.Swag SmilesSusan Donohue, CEOhttps://www.swagsmiles.comsusan@swagsmiles.com. Cell: 517-420-4141 Sign up for your Business Development 101 classhttps://www.thebrionesgroup.com/business-developmentWebsite:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Join our Facebook Group https://www.facebook.com/groups/PreparePlanRebuildRapid Pay USAhttps://rapidpayusa.com/BCG

Join us as we chat with Nena Hart of Hart Healthcare Solution about the importance of Accreditation.Visit us to learn how we can help you with your Private Pay Home Care Agencywww.thebrionesgroup.com

When I go to sign a new home care client, do I need to take a deposit? The short answer is YES! Join us as we discuss in more detail not only why you should always take a deposit, but how to put strategies in place that will allow you to use this strategy for long-term growth and to showcase the health of your Private Pay Agency. Download your free Home Care Business Development and Marketing Cheat Sheet https://wwww.thebrionesgroup.comThis is for informational and educational purposes only. This is not intended to be interpreted as financial or legal advice. You are solely responsible for any decisions made on how your business is operated.

One of the first milestones that any business needs to strive for is Monthly Break Even. Join us as we discuss what the typical expenses are and what that actually means in relation to the number of clients and you will need and how many billable hours those clients actually need to provide each month.Get our Home Care Start-up Course https://www.thebrionesgroup.com

Are you trying to sell or educate your referral partners?

What are QA checks and how can they be used to grow your revenue, improve retention and even improve relationships with referral partners? This free training will cover this interesting but often overlooked topic.Interested in our QA kit? Payment options availablehttps://www.thebrionesgroup.com/product-page/hi-touch-quality-assurance-implementation-kitWebsite:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Join our Facebook Group https://www.facebook.com/groups/PreparePlanRebuild

What type of agency are you? How is your brand recognized in the community? The level of services you offer and how you deliver them can make all the difference. In this session we will discuss some tips on how to go from average to premium. Visit our digital downloads store (Payment options available)https://www.thebrionesgroup.com/digital-store

Seniors need services and with the cost of so many goods and services rising, how can you provide services at a greater value to your home care clients? Offer Live-in Services.This once popular service has lost its appeal due to the complicated nature of putting an effective program in place. Setting the price, tracking the hours, showing the client the value in this type of service...all of this makes it unappealing to many senior service providers. Today we will discuss the pros and cons of offering this service and discuss a solution that will make it much more feasible to add this highly valuable service to your Home Care Agency's offering.First 50 clients can take an additional 10% off by using the coupon code FIRST50https://www.thebrionesgroup.com/program-kitsWebsite:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Join our Facebook Group https://www.facebook.com/groups/PreparePlanRebuild

The senior care industry is booming and you want to get in before it's too late. We can all think of the obvious such as licensing and office space, this episode is dedicated to the things so many people fail to consider beyond the basics that can cause them to struggle or, in some cases, fail. Before you get started, these are our picks for the Top 5 things to consider before moving forward with your private pay home care agency. Don't forget to like the video and subscribe to stay up to date with new content. Website:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Join our Facebook Group https://www.facebook.com/groups/PreparePlanRebuild

We all hear about the numbers when it comes to caregiver retention and turnover, but how much does it actually cost your home care agency?Join us for our upcoming virtual workshop to learn more about how much it actually costs and how to attract more caregivers while reducing turnover. Don't miss out on this limited time training that includes the tools to get you going.Recruitment & Retention Virtual Workshophttps://us02web.zoom.us/.../581.../WN_GyXxaYqTR6uxHTGO1sCVRgWebsite:https://www.thebrionesgroup.comLinkedInhttps://www.linkedin.com/company/thebrionesgroup/Free Caregiver Retention eBookhttps://www.thebrionesgroup.com/recruitment-retentionCompany Informationhttps://www.thebrionesgroup.com/company-infoJoin our Facebook Group https://www.facebook.com/groups/PreparePlanRebuild

"Is there really a caregiver shortage? Let's talk about how culture and some low cost retention strategies can dramatically improve your recruitment efforts."Join us today as we meet with Julio Briones of The Briones Group.Free Caregiver Retention eBookhttps://www.thebrionesgroup.com/recruitment-retentionCompany Informationhttps://www.thebrionesgroup.com/company-infoJoin our Facebook Group https://www.facebook.com/groups/PreparePlanRebuild

Building your homecare agency is an involved and time consuming process. In today's Morning Meeting, let's discuss what to look in a prospective account to identify the Potential that account has to provide the right type of clients and the probability that they will actually work with your agency. Learn about this and much more in our Home Care 101 Course https://www.thebrionesgroup.com/school-registration

You want to promote and grow your Agency. You come up with a great marketing idea and move forward with the campaign. Was it worth the investment? Have you tracked the Return on Investment? How much did you get as a return for each new client? Learn about this and more techniques to grow your agency in our Home Care 101 traininghttps://www.thebrionesgroup.com/school-registration

Why did you start your agency? Was it for the money or do you have a legitimate interest in helping others? Knowing your "Why" and being able to communicate it will help you get closer to the all powerful place of Know, Like, & Trust with your caregivers, referral partners and potential clients. What is your "Why"? Let us know in the comments.Learn about this and more techniques to grow your agency in our Home Care 101 traininghttps://www.thebrionesgroup.com/school-registration