Podcasts about Senior living

What happens when AI, robotics, computer vision and automation move from the technology world into senior living?In this episode of Bridge the Gap, host and guests Kyle Gardner of NIC MAP, and Jessie Lucci of AllieHealth continue their conversation about whether senior living is ready for the technology coming next. The panel explores how AI is already being adopted, from large language models such as ChatGPT, Claude, and Gemini to camera-based visitor check-ins and fall-detection systems.The conversation then moves from today's tools to the bigger questions: Could robots eventually take over certain operational tasks? Where does technology improve the caregiver and resident experience, and where is the human touch irreplaceable? The guests also discuss how operators should evaluate technology, why interoperability and security matter, and who should sit on a technology buying committee.Key TopicsThe rapid adoption of AI and large language modelsAI applications already appearing in senior living communitiesCamera-based check-in and fall-detection technologyThe potential role of robotics in senior housingPreserving the human connection in senior livingAI's potential to own workflows rather than simply provide softwareTechnology interoperability and data integrationSecurity and intentional technology-stack designEvaluating technology vendors through a senior-living lensBuilding an effective technology buying committeeIncluding operators and end users in technology decisionsBalancing ROI, staff retention, care quality and user experienceWhy senior living operators should start experimenting with AI nowMeet the Hosts:Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/ Kyle Gardner: https://www.linkedin.com/in/kyle-gardner-nm Jessie Lucci: https://www.linkedin.com/in/jessielucci Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.

Everybody in senior living is talking about the growth wave. Far fewer people are talking about how it actually gets paid for.Rachel Lynch leads the long term care division at First American Equipment Finance, a bank-owned equipment lessor and subsidiary of RBC. She spends her days inside capital budgets — which means she sees where the money is really going before most of the industry does.In this conversation, Rachel breaks down the three buckets absorbing senior living capital right now, why days cash on hand has suddenly become the metric boards keep circling, and how bond financing and equipment financing complement each other instead of competing. Plus the analogy that reframes the whole thing: would you finance your groceries into your mortgage?If you've ever watched a capital budget quietly disappear into "stuff" — the IT refresh, the furniture, the generator on a rainy day — this one's for you.Resources Mentioned:First American Equipment Finance (a subsidiary of RBC)Rachel Lynch on LinkedInLeadingAge events and conferences Guest Bio:Rachel Lynch leads the long term care division at First American Equipment Finance, a bank-owned equipment lessor and subsidiary of RBC that provides CapEx financing to organizations nationally. Like a lot of people in this field, Rachel will tell you senior living found her rather than the other way around. First American's healthcare team has served hospitals, health systems, and long-term care organizations for more than 25 years, and by 2023 there was a growing consensus internally that senior living had become a niche deserving its own dedicated focus. In the spring of 2024, Rachel said yes to building that practice alongside her colleague Brooke Prieston — and hasn't looked back since.Based in Western New York, Rachel spends much of the year on the road at industry conferences and LeadingAge events, working with nonprofit and for-profit organizations alike. Her favorite part of the job is the conversation before the financing: where is an organization's cash position today, where does it need to be in a few years, and which tools in the capital stack will actually get them there. Connect with Rachel on LinkedIn.

Can AI make senior living feel more personal, not less? In this episode of Tips From Trestle, host Aaron Fish talks with Lance Bell, CEO and Chief AI Officer of ServingIntel, about how senior living communities are killing pen-and-paper workflows and building unified AI operating systems for dining, housekeeping, retail, and maintenance. Aaron and Lance explore how proactive AI check-ins let caregivers walk into a resident's room already knowing about her recent yoga class or an overcooked breakfast — turning small moments into major trust builders. They also cover in-room pre-ordering, voice-AI order taking, real-time AI satisfaction surveys, and how eliminating operational friction directly impacts NOI, staffing, and resident quality of life. A practical, candid conversation for senior living operators exploring AI, hospitality technology, and resident experience strategy. Learn more about ServingIntel at servingintel.com.

Senior living is entering an unprecedented period of demand, but operators are also facing persistent labor challenges, tight margins, and technology systems that often haven't kept pace with the complexity of the business. In this special of Bridge the Gap, Lucas joins Kyle Gardner of NIC MAP and Jessie Lucci of AllieHealth to explore whether senior living is actually ready for the next wave of technology and AI.The conversation covers rising senior housing occupancy, the coming wave of demand from aging baby boomers, constrained new construction, workforce competition, technology adoption, and the importance of building tools that genuinely solve operators' most urgent problems.Key Topics Senior housing occupancy and the current market outlookThe growing demand created by the aging baby boomer populationThe gap between senior housing demand and new constructionLabor competition and workforce shortagesWhy senior living technology adoption has historically been slowThe challenges of implementing technology for frontline workersWhy technology must be simple and easy to adoptThe importance of integrations between software systemsBalancing mission, margin, and technology investmentMeasuring technology's impact on the bottom lineUsing technology to give caregivers more time with residentsMeet the Hosts:Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/ Kyle Gardner: https://www.linkedin.com/in/kyle-gardner-nm Jessie Lucci: https://www.linkedin.com/in/jessielucci Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.

For almost 40 years, the Senior Living Foundation has helped meet the needs of the Foreign Service community. We do this with professionalism and dignity while maintaining our clients' privacy. Today, we'll look at how SLF works, who we can help, and what that help looks like. SLF Social Work Consultant Joan Parrish, MSSW, LGSW, joins us to share her role in the process.  For more information on SLF, please visit www.slfoundation.org.Follow SLF on YouTube (https://www.youtube.com/@seniorlivingfoundation) and Facebook (https://www.facebook.com/seniorlivingfoundation). To join us for our Next Chapter Conversation on September 23, please visit https://www.youtube.com/live/V7PLC7fdnXc?si=aVA59SQhO4Wc-eO9.  You can submit your questions for the event here: https://forms.cloud.microsoft/r/KNUsfShw0r To explore other upcoming events from AFSPA and our partners, please visit www.afspa.org/events.

After more than three decades in senior living, Tana Gall has witnessed nearly every evolution the industry has experienced. She reflects on what has remained constant throughout her 32-year career: the importance of creating communities where residents truly feel at home.The discussion explores how senior living operators can prepare for today's growing demand by designing communities that balance consistency with local character. Tana explains why every community should have its own unique personality while maintaining a strong organizational culture. She also shares how thoughtful design, meaningful amenities, and exceptional team members combine to create memorable resident experiences.Key IdeasTana Gall's 32-year journey in senior livingBuilding lasting organizational cultureWhy local community identity mattersDesigning communities around resident experienceCreating welcoming environments beyond beautiful buildingsThe post-pandemic senior living landscapeSupply and demand trends across the industryReimagining existing communitiesThe evolving expectations of today's older adultsRecruiting and retaining purpose-driven team membersMeet the Hosts:Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/Cameron Bell: https://www.linkedin.com/in/cameron-bell-322143147/Connect with Our GuestTana Gall: https://www.linkedin.com/in/tana-gall-53988b4/ Learn More About the Granger Cobb Institute for Business of Aginghttps://www.btgvoice.com/full-episode/429-nancy-swanger-senior-living-careers-education-granger-cobb-institute Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.

Most families don't know what skilled nursing actually is until the moment they desperately need it — and by then, the system feels impossible to navigate. Joy Patterson has spent 25 years inside that system. She's here to change what you think you know about it.In this episode, Jamie sits down with Joy Patterson, VP of Skilled Nursing Facilities at Your Health, for a straight-talking conversation about what skilled care really looks like, why it's constantly misunderstood, and what separates facilities that deliver exceptional outcomes from the ones that fall short.Key topics covered:Why "we have great relationships" no longer wins hospital referrals — and what C-suite administrators are actually asking forHow avoidable hospitalizations happen, and the clinical interventions that prevent them before a cough becomes pneumoniaThe staffing crisis hitting skilled nursing hardest, and how embedded partnerships change the equationWhat value-based care actually means at the bedside — and why it has nothing to do with cutting cornersThe questions every skilled nursing administrator should be asking a physician partner (but mostly aren't)Why physical presence inside a facility — not remote support — is the single biggest factor in better outcomes for residents and familiesWhether you're a healthcare professional, a family member navigating a loved one's transition, or a Your Health team member building fluency in the landscape — this episode gives you a clearer picture of what excellent skilled care looks like, and why it matters more right now than it ever has before. www.YourHealth.Org

Pismo Beach Today 09/06/2026 12p: Charmaine Peterson of Senior Living Consultants talks about scams. Produced by Jim Richards

Joe Klusnick, whose home theater was recently featured on Home Theater Geeks, returns to talk about another project he worked on recently: a theater in a senior living community. It uses relatively modest equipment and was not terribly expensive, but it performs quite well and serves an important function for the residents. Westmont of Santa Cruz: https://westmontliving.com/our-communities/california/soquel/westmont-of-santa-cruz/ Host: Scott Wilkinson Guest: Joe Klusnick Download or subscribe to Home Theater Geeks at https://twit.tv/shows/home-theater-geeks Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord. Sponsors: outsystems.com/twit helixsleep.com/htg

Joe Klusnick, whose home theater was recently featured on Home Theater Geeks, returns to talk about another project he worked on recently: a theater in a senior living community. It uses relatively modest equipment and was not terribly expensive, but it performs quite well and serves an important function for the residents. Westmont of Santa Cruz: https://westmontliving.com/our-communities/california/soquel/westmont-of-santa-cruz/ Host: Scott Wilkinson Guest: Joe Klusnick Download or subscribe to Home Theater Geeks at https://twit.tv/shows/home-theater-geeks Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord. Sponsors: outsystems.com/twit helixsleep.com/htg

This week's case study: a discharge planner called me with their most complicated referral only a week after I hosted a lunch and learn at the hospital. It was for a fiercely independent woman managing cancer alone, estranged from her sons, cycling back to the ER for the fourth time in eight weeks. No family support. No safety net. No easy path to a move-in.Listen in on how what it actually took to earn this woman's trust, why the hard referrals are the ones that build your reputation (not the easy ones), and what happened when the "move-in" turned into showing up with a Denny's breakfast on a Saturday morning.In this episode:Why the easy referrals don't always build your reputation. The hard ones definitely will.What it looks like to meet someone exactly where they are, not where your marketing plan says they should beThe moment referral relationships shift from "checking a box" to case managers trusting you with their hardest casesThis week's action step: build your "we can actually say yes to" listThis week's exercise: Write down five situations your community is truly equipped to support — not what sounds good in a brochure. Then finish this sentence: "We support residents who need help with ___, and the reason we can do that well is because ___."If this hits close to home because you know your community isn't positioned clearly enough for referral partners to know when to call you, that's exactly what's covered inside the Momentum Marketing Bootcamp.Link to learn more about the bootcamp: http://mmb.thesparkpointagency.comSend questions for Ask Me Anything episodes!Support the showLooking for a mentor to receive more tips on growing occupancy and revenue? Join the Facebook Group for FREE monthly trainings .  Click Here For FB GroupSubscribe to the Start With Occupancy YouTube channel to interact with me on weekly live chats and ask questions in real-time  Click Here For YT PageBookmark the Impact Hub website to your browser for continual updates, new resources and LIVE workshops  available to you. Click Here For Start With Occupancy website.

What does great sales coaching really look like, and why is it so different from simply telling someone what to do? In this episode of The Grow Your Occupancy Podcast, Julie Podewitz, CEO & Founder of Grow Your Occupancy, talks with Jeff Gronemeyer, a Regional Director of Sales & Marketing with Charter Senior Living, for a candid conversation about coaching, continuous learning, discovery, and the human side of senior living sales. Jeff shares insights from nearly two decades in senior living, including why coaching should never feel punitive, how leaders can create a culture where learning and improvement are expected, and why the best coaches guide people toward finding answers rather than simply giving them instructions. Julie and Jeff also explore one of the most important—and often misunderstood—sales skills: discovery. Great discovery isn't an interrogation or a checklist of questions to complete. It's an ongoing conversation built on curiosity, listening, connection, and a genuine desire to understand the person behind the prospect. And if Jeff could wave a magic wand and eliminate one common senior living sales misstep? It would be ending an interaction without establishing a legitimate, meaningful next step. From building trust to navigating difficult conversations, this episode is a reminder that becoming great at senior living sales isn't about reaching a finish line. It's about continuing to learn, practice, improve, and show up for the people we serve.

Stop Blending In. Start Getting Referrals.If your referral partners can't quickly explain what makes your assisted living community different, you may be making it harder for them to refer you.In this episode of the Marketing That Moves series, I'm talking about positioning: what it is, why it matters, and how to create an internal positioning statement that becomes the North Star for your marketing.I break down the difference between your positioning and your value proposition, why phrases like “compassionate care,” “family atmosphere,” and “personalized service” aren't enough on their own, and how to think more strategically about the position you want to own in your local market.You'll also hear examples of how things like your resident profile, location, care model, customer experience, clinical background, communication style, and referral relationships can become meaningful differentiators.Your marketing action for the week: Create an internal positioning statement that answers:Who are we?Who are we for?Where do we fit in our market?What experience are we intentionally creating?What do we want families and professional referral sources to say about us when we're not in the room?Because strong marketing starts before the flyer, the Facebook post, or the referral visit.It starts with knowing exactly who you are in the market.Mentioned in this episode:Momentum Marketing Bootcamp, where we go deeper into positioning, ideal residents, messaging, marketing channels, referral strategy, and building a 90-day marketing plan designed to support occupancy.New cohort starting Sept 9th! Click link for more.Send questions for Ask Me Anything episodes!Support the showLooking for a mentor to receive more tips on growing occupancy and revenue? Join the Facebook Group for FREE monthly trainings .  Click Here For FB GroupSubscribe to the Start With Occupancy YouTube channel to interact with me on weekly live chats and ask questions in real-time  Click Here For YT PageBookmark the Impact Hub website to your browser for continual updates, new resources and LIVE workshops  available to you. Click Here For Start With Occupancy website.

AI can support the work. But in senior living, it cannot replace the human moments that determine trust, culture and occupancy. Melissa Brown continues her conversation with Jerry Vinci, founder of CCR Growth, co-founder of Nordon and host of From Leads to Leases. They examine why senior living teams should prioritize “speed to human” over speed to lead—and where AI can create capacity without removing the personal connection families need during a crisis.The conversation also explores how leadership, culture and hospitality shape a community's reputation long before problems appear in the financials. Looking ahead, Melissa and Jerry discuss the widening senior housing supply gap, the underserved middle market, adaptive reuse and why operators cannot simply wait for the silver tsunami to fill their buildings.In this episode:Where AI can help—and where the human connection remains essentialHow leadership and individual team members shape culture and brandWhy hospitality across the entire community affects sales and retentionThe growing shortage of senior housingMiddle-market and adaptive-reuse opportunitiesWhat operators should be doing now to prepare for the next growth waveLearn more about Gravity Consulting: https://gravityconsulting.comSupport the show

What happens when a two-time James Beard semifinalist brings restaurant systems into senior living dining? Host Aaron Fish sits down with Steven Cameron, VP of Culinary Experience at Trestle Hospitality Concepts, to break down the four complaints every dining room hears — and which ones are solvable with equipment and SOPs versus culture and training.Steven shares the real story of clocking a 28-minute table greet, then using host stands, back waiters, server sections, and reservations to cut dinner service from two and a half hours to 52 minutes, with residents helping shape the change. They also cover point-of-sale systems senior living operators overlook, how to adapt fine dining structures for assisted living and memory care, and how a standardized catering program can become an unexpected revenue stream.Connect with Steven at trestlehospitalityconcepts.com or scameron@trestlehc.com.Tips from Trestle is sponsored by: WiseOx AI, Dining with Dementia Workshop, and the 100% Leader.Keywords: senior living dining, restaurant efficiency, hospitality leadership, point-of-sale systems, resident experience, dining room service, senior living operations, culinary leadership.

In this episode of The Grow Your Occupancy Podcast, host Julie Podewitz, CEO & Founder of Grow Your Occupancy, sits down with Matt Kelley, Regional Vice President of Operations and Business Development with Personic Health, for a wide-ranging conversation about senior living, sales fundamentals, innovation and helping older adults maintain their independence. Matt shares lessons from a career that began in senior living and eventually expanded into home health and mobile wound care. He also recounts a recent eye-opening experience helping a friend's mother search for an independent living community. She was qualified, ready to move and motivated, yet getting someone to answer the phone, return calls, provide information and consistently follow up proved surprisingly difficult. Julie and Matt discuss why the fundamentals still matter: answering the phone, having backup systems in place, responding quickly, providing useful information and making prospective residents and families feel seen, heard and valued. In a competitive senior living market, great customer service can be one of a community's most powerful differentiators. The conversation also explores Matt's work with Elevion Health and an innovative approach to medication adherence and wellness support. Through brief telehealth visits delivered through a resident's television, clinicians can provide medication reminders, check in on residents, identify potential changes in condition and offer families an additional layer of reassurance and human connection. For independent living operators, solutions like these may also provide another way to differentiate their communities, support residents who need a little extra help and potentially allow some residents to remain independent longer before transitioning to assisted living. Whether you're a senior living sales professional, executive director, operator or industry leader, this conversation is a reminder that innovation matters, but so do the basics. Like, subscribe and share The Grow Your Occupancy Podcast for more conversations about senior living sales, marketing, operations and occupancy growth.

When you picture the typical Medicare client, you most likely picture someone who is enjoying the golden years of retirement. However, there are many people who have aged into Medicare that are still a part of the workforce. In this episode of the Agent Survival Guide Podcast, we help agents like you navigate how to sell plans to clients who are still employed.   Read the text version   Get Connected:

What would senior living look like if communities stopped defaulting to "no"? In this episode of Foresight TV, Steve Moran speaks with Honor Barrett, CEO of Birchgrove, the United Kingdom's first company dedicated exclusively to later living for rent. Honor shares how Birchgrove is challenging the UK's deep attachment to homeownership while creating independent living communities where older adults are treated as neighbors, not simply residents. They explore the differences between senior living in the United States and the UK, the realities of marketing a new rental model, and why storytelling is critical to increasing occupancy. Honor also explains Birchgrove's "culture of yes," an approach that gives residents greater choice, encourages employees to pursue new opportunities, and makes each community feel more like home. The conversation covers: How Birchgrove introduced later living for rent to the UK Why pricing can influence the average resident move-in age The challenge of overcoming resistance to renting in later life How a "culture of yes" improves the resident and employee experience Why Birchgrove calls its residents "neighbors" The role of storytelling and customer education in senior living sales How Birchgrove achieved an 85% employee retention rate What senior living operators in the US and UK can learn from one another This episode offers practical ideas for senior living leaders seeking to improve culture, occupancy, employee retention, and the overall resident experience.

Michael and Joanie are joined by Judi Dunham, the daughter of Senior Living Ministries founders Warren and Virginia Olson! Listen in as they discuss the humble beginnings of Senior Living Ministries and how God's faithfulness has grown the ministry to reach thousands of seniors from all over the world!

We talk with senior living marketing tech entrepreneur Jerry Vinci about why senior housing is an operating business inside a real estate wrapper and why PropTech only matters when it solves a real human problem. We break down what drives occupancy, where operators lose families in the funnel, and how investors can spot risk before it shows up in the financials. • defining PropTech around human problems in real estate • why family experience often decides tool adoption • early lessons on systems over effort and relationship as product • senior living levels of care and why the asset class is misunderstood • demographic shifts pushing demand toward ages 80 to 85 • demand generation versus traditional marketing and owning the full funnel • speed to human, long nurture cycles, and attribution that ties to move-ins • virtual tours and virtual staging as trust-building tools • emerging risks from AI search, staffing churn, and referral aggregator dependence • Nordon's independent diagnostics for senior housing underwriting • why Jerry launched the Leads To Leases podcast for unpolished operator lessons Be sure to subscribe to the podcast on Apple Podcasts, Google Podcasts, or wherever you listen to podcasts. To learn more, visit www.proptechespresso.com. 

Giancarlo Paolillo is a seasoned technology executive and company founder with over three decades of experience in IT and technology leadership. More recently, under Aegis Tech Ventures, designed AI solutions as well as “change agent” for medium to global companies dealing with Cybersecurity issues in which he had to revamp tech stack as well as organization and processes. Currently fractional for Sunstone Management Advisors as their Technology Enablement.

The Rick Flynn Presents worldwide podcast is happy to have with us this week, from California, author and "Senior Living Guide" KIM SHEA.Kim Shea has worked with older adults since 2003 as a caregiver, activities coordinator for a skilled nursing home, blogger, podcaster, and retirement coach. Today she provides place-finding services and senior living guidance for older adults and their families.Kim wrote her book, "Dare to Plan Your Aging Experience: An insider's guide & workbook to discover what matters to you" to help older adults carefully consider what they want as they age. Each chapter is designed to help the reader look at an age-related topic from multiple perspectives so they can make notes in the book about what they really want from their future caregivers. Because she is familiar with the challenges that come with caregiving, Kim has a Caregiver Takeaway section in each chapter. These sections are designed to help caregivers provide more mindful and thoughtful care for their loved ones and clients. This book is available wherever books are sold. Contact: www.seniorlg.com

In this informative episode of The TMA Connection, Tim Markland sits down with Kim Murphy, Director of Community Outreach at Senior Placements by Patty. With over 25 years of experience spanning executive director roles, admissions, and outreach, Kim acts as an expert, unbiased "matchmaker" for seniors and their families. Kim breaks down the complex world of senior housing—explaining how to evaluate assisted living, memory care, and continuing care retirement communities, as well as uncovering little-known financial assistance programs like VA Aid and Attendance, Maryland's SLAS subsidy loans, and Medicaid spend-downs. She also provides heartfelt advice for the "sandwich generation" on how to let go of caregiver guilt, ask the right questions during facility tours, and access completely free, full-service senior placement support. Subscribe to The TMA Connection on YouTube or listen on Apple Podcasts and Spotify by searching "The Markland Advantage."

Denise Chadwick Wright is an award winning healthcare executive and visionary leader with more than 25 years of transformative experience in senior healthcare. A licensed nursing home administrator and accomplished operator, she has led organizations through growth, transformation, and sustainable excellence, while keeping one purpose at the center: ensuring older adults receive compassionate, high quality care that honors dignity, independence, and purpose.https://www.seniorcareauthority.com/resources/boomers-today/

One thing became clear. Technology is no longer a nice to have in senior living. It is essential.   In this special farewell episode of Tech Tuesday, Steve Moran looks back at some of the most memorable conversations with innovators, operators and entrepreneurs who are transforming senior living through technology.   From AI and robotics to dining innovation, resident engagement and founder stories, these discussions reveal what separates meaningful innovation from empty promises.   Along the way, Steve reflects on lessons learned from guests including leaders in dining technology, age tech, LinkedIn strategy, robotics and product innovation.   The common thread was never just the technology itself. It was the people determined to solve real problems for residents, families and frontline caregivers.   The episode also marks the beginning of a new chapter. Starting next week, Trending Tuesdays will deliver fast paced conversations, industry headlines and real time reactions to the biggest stories shaping senior living.   In this episode you'll learn: Why technology has become essential to successful senior living operations How AI and automation can support caregivers instead of replacing them The role robotics may play in reducing isolation for older adults Why real time resident feedback is changing dining operations Lessons from founders who built products to solve real problems Why Foresight is launching Trending Tuesdays If you're interested in senior living leadership, aging services, healthcare technology, AI, innovation and the future of aging, this episode is for you.

Growing up on a family farm in rural Georgia, John LaHood never imagined he'd one day help shape both senior living communities and state policy. As CEO of Fellowship Family and a Georgia State Representative, John brings a unique perspective on what it takes to build exceptional communities while advocating for the future of senior housing.John shares the remarkable story of how his grandparents founded their first community, how three generations have expanded the business into one of the Southeast's growing operators, and why new development remains critical despite today's challenging market conditions. The conversation explores innovative community design, workforce development, legislative advocacy, and the importance of creating environments where older adults remain connected to the broader community.Key Ideas:The origins of Fellowship Family and a three-generation legacyGrowing from one community to a multi-state operatorWhy new development still matters despite acquisition opportunitiesDesigning communities that feel connected—not isolatedIntegrating public amenities into senior living campusesThe value of legislative advocacy for operatorsHow policy decisions impact senior living operationsRecruiting and retaining exceptional team membersCareer growth opportunities within senior livingThe demographic opportunities ahead for the industryMeet the Hosts:Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/ Cameron Bell: https://www.linkedin.com/in/cameron-bell-322143147/ Connect with Our GuestJohn LaHood: https://www.linkedin.com/in/john-lahood-3532a152/ Learn More about The Fellowship Familyhttps://thefellowshipfamily.com/ Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.

Welcome to the first Monday Marketing Tip of the series. If you've ever asked "how do I get residents" or "how do I get good staff," Tiffany's got a reframe for you: both of those questions are really the same question. They're both marketing.In this episode, Tiffany breaks down the four audiences every senior living owner and operator is marketing to, whether they realize it or not: future staff, caregiving families, future residents, and referral sources. She walks through a real story about an executive director who turned holiday gestures into a culture staff didn't want to leave, and gives you a simple four-column exercise to run this week to define exactly why someone should choose you.What you'll learn:Why hiring and occupancy are both marketing problems, not separate departmentsHow to identify your differentiating factor for four distinct audiencesA real example of culture-building that cost almost nothing and meant everythingThe three-part messaging framework: why, execution, and what it means to themThis week's homework: the four-column exercise you can start todayTry this week: Grab a sheet of paper. Four columns: future staff, caregiving families, future residents, referral sources. List three to five reasons someone should choose you in each column, then craft your messaging around why, what you do, and what it means to them.If you want to go deeper on building out your marketing and sales process, Tiffany's Occupancy Growth Village is open for a free seven-day preview, with founder-rate access while it lasts.Take what you need, share what helps, and come back for more.Stop by The Village and say hello: https://www.skool.com/the-occupancy-growth-village-1451/aboutSend questions for Ask Me Anything episodes!Support the showLooking for a mentor to receive more tips on growing occupancy and revenue? Join the Facebook Group for FREE monthly trainings .  Click Here For FB GroupSubscribe to the Start With Occupancy YouTube channel to interact with me on weekly live chats and ask questions in real-time  Click Here For YT PageBookmark the Impact Hub website to your browser for continual updates, new resources and LIVE workshops  available to you. Click Here For Start With Occupancy website.

When disaster strikes a senior living community, the immediate emergency is only the beginning.Aaron Fish welcomes Claudine Ripert of Critical Control to discuss senior living disaster preparedness, property protection, resident relocation, insurance coverage, FEMA documentation, and the long tail of recovery. Claudine explains her Predict, Prepare, Recover framework and shares why leadership teams need clearer decision authority, stronger vendor relationships, regular insurance reviews, and better documentation before an event occurs.This episode is essential listening for senior living executives, regional operators, executive directors, risk-management teams, and anyone responsible for protecting residents, teams, and community assets.Tips from Trestle is sponsored by:WiseOx: https://bit.ly/TFT_WiseOxDining With Dementia: https://bit.ly/TFT_DwD100% Leader: https://bit.ly/TFT_100#TFT523 #SeniorLiving #SeniorLivingLeadership #EmergencyPreparedness #DisasterRecovery #BusinessContinuity #RiskManagement #ResidentSafety #HealthcareLeadership #AssistedLiving #LongTermCare #SeniorCare #CrisisManagement #FEMA #DisasterResilience #OperationalExcellence

Reed VanderSlik has almost four decades of executive leadership. About half of that experience wasin Manufacturing and the last half in Senior Living. He moved to Winston-Salem 7 years ago from AnnArbor, Michigan, where he served as President of a senior living community. Since September 2019, hehas served as President and CEO of ThriveMore, formerly Baptist Retirement Homes of North Carolina.ThriveMore has four campuses throughout North Carolina. Reed has an MBA from Grand Valley StateUniversity in Grand Rapids, Michigan. Reed has also served on the Leadership Academy at Leading Age.https://www.seniorcareauthority.com/resources/boomers-today/

It's time to dive deep into one of the most challenging and emotionally charged topics faced by families and caregivers: navigating the conversation around driving with dementia. Our guest, Robin Rountree, Director of Communications and Marketing for the Alzheimer's and Dementia Resource Center and host of the Informed Aging Podcast, shares her personal and professional journey inspired by her mother's battle with Lewy body dementia.We explore why driving is often the last vestige of independence for older adults and discuss the immense skills and mental load required for safe driving—skills often diminished by cognitive changes. Robin and our host unravel the emotional barriers families encounter, such as denial and guilt, and the complex balance between preserving dignity and ensuring safety for everyone on the road.With humor, vulnerability, and firsthand insights, this episode is a must-listen for anyone supporting an aging loved one through difficult decisions about independence and safety. Tune in for guidance on starting the conversation, protecting both your loved one and your peace of mind, and ensuring the well-being of everyone on the road.SeniorLivingGuide.com Podcast sponsored by LivDry & TerraBella Senior Living Join Robin on the Informed Aging Podcast The background music is written, performed and produced exclusively by purple-planet.com.https://www.purple-planet.com/*SeniorLivingGuide.com Webinars and Podcast represents the opinions and expertise of our guests. The content here is for informational and educational purposes. It does not necessarily represent the views, recommendations, opinions or advice of Fairfax Publishing/SeniorLivingGuide.com or its employees

In this episode, I sit down with two friends and two of my favorite people in the industry — Katie Pitts, VP of Marketing, and Brad Scoggins, Senior Director of Sales & Owner Relations, both at Charter Senior Living. Charter has grown from nine communities to more than 70 in just ten years, and we get into what that growth actually looks like on the ground: what happens when you take over a new community, how you win over an anxious staff, and how you scale without turning every community into a cookie-cutter version of the last. Katie shares her "scale plus localization" framework, Brad breaks down prospect-centered selling and why follow-up is the industry's most underrated skill, and we talk culture champions (not culture vampires) throughout.Key TakeawaysTransitions are about people first. Before anything changes, the job is building trust fast and reassuring staff that exceptional care isn't going anywhere.Scale plus localization wins. Strong frameworks let you grow, but senior living is a local sell — the best programs leave room for local flavor.Hire for culture. Getting to 100 communities depends on culture champions who live the mission, not just strong résumés.Follow-up is the differentiator. Prospect-centered selling and genuine follow-up beat the old cookie-cutter numbers game every time.Brand beats budget. The best marketers ahead won't have the biggest ad spend — they'll build trust through transparency and education.Timestamps02:59 — What actually happens when Charter takes over a new community05:23 — The marketing side: keep the name or change it?07:00 — Embracing the culture (and why Brad started as a dishwasher)09:29 — From 9 to 70+ communities and the "scale plus localization" framework11:24 — Thinking differently about sales at scale, and hiring culture champions13:58 — What drew Katie back to the provider side18:30 — People, processes, or tech: what's hardest to integrate21:19 — Why follow-up is the industry's most underrated skill23:13 — Reading the data on newly acquired communities26:49 — What Charter intentionally says "no" to29:20 — What most people underestimate about scalingNotable Quotes"We're a business of people taking care of people." — Brad Scoggins"No culture vampires — just culture champions." — Brad Scoggins"Senior living is a local sell." — Katie Pitts"Some of the best marketers in the years to come may not be the ones with the largest ad budgets, but the ones who build a brand on transparency, trust, and education." — Katie PittsMentioned in This EpisodeCharter Senior Living — https://www.charterseniorliving.com/Katie Pitts on LinkedIn — https://www.linkedin.com/in/katie-pitts-2613015/Brad Scoggins on LinkedIn — https://www.linkedin.com/in/brad-s-scoggins-16642b73/Charter's mission: "Enhance the human spirit"About the GuestsKatie Pitts is the VP of Marketing at Charter Senior Living, where she leads brand and marketing strategy across the organization's growing portfolio. With nearly two decades of experience spanning both the agency and provider sides of senior living, she champions a "scale plus localization" approach that balances company-wide systems with hyper-local, market-specific marketing.Brad Scoggins is the Senior Director of Sales & Owner Relations at Charter Senior Living. Having grown up in the industry — starting as a dishwasher before rising through the ranks over nearly six years at Charter — he brings a people-first, prospect-centered philosophy to sales, coaching teams to build trust through genuine connection and relentless follow-up.

Are you sitting on untapped talent inside your own community? In this episode, Aaron Fish talks with Samantha Schreiber, Senior HR Manager at Floor & Decor and former HR Director at Phoenix Senior Living, about the critical difference between high-performing and high-potential employees in senior living. They break down the nine-box talent planning tool, explore why low effort is often a symptom of feeling undervalued rather than a personality flaw, and calculate the real cost of quiet quitting and turnover in food and hospitality roles. Plus: practical, budget-conscious recognition strategies that work even when raises aren't an option, and why employee engagement directly drives resident satisfaction. A must-listen for executive directors, administrators, and HR leaders in senior living.Tips from Trestle is sponsored by:WiseOx: https://bit.ly/TFT_WiseOxDining With Dementia: https://bit.ly/TFT_DwD100% Leader: https://bit.ly/TFT_100

Occupancy is a lagging indicator. By the time census begins to fall, the problems behind it may have been visible for months.In this episode, Melissa Brown talks with Jerry Vinci, founder of CCR Growth, co-founder of Nordon, and host of From Leads to Leases, about the early warning signs that reveal whether a senior living community's occupancy is truly sustainable.They discuss declining search visibility, weakening reviews, lost competitive positioning, AI visibility, pricing transparency, resident experience, and the risks of relying too heavily on third-party referral aggregators. Jerry also explains why growing demand will not automatically fill every building—and why operations, service, staffing, and ownership of the lead pipeline matter more than simply increasing advertising spend.If your community is full today, this conversation will help you determine whether it is positioned to stay that way.Support the show

Half of senior living inventory is obsolete. David Bacon shows how to invest in fixing that for $10.Jack Hoss talks with David Bacon of Worthy Wealth about a real estate niche most investors overlook, senior living. Ten thousand baby boomers turn 65 every single day, senior living centers are already sitting at 90% occupancy, and nearly half the existing inventory is functionally obsolete. David explains how Worthy Wealth buys underperforming senior living centers at a discount, modernizes them, and targets a 15% annualized return through a platform where shares start at $10 with no accreditation required. He also breaks down Worthy Wealth Housing Bonds, a second product targeting 9 to 10% yield by funding the land work behind the country's 6.5 million home starter shortage.Key topics:The senior living supply and demand crunch, and why it's not slowing downWhy banks won't finance the "dirt work" new construction needsThe buy, modernize, resell model and its 15% return targetHow the $10 share, zero fee platform compares to RobinhoodHousing Bonds and the 6.5 million home shortage they're targetingAbout David Bacon: David is with Worthy Wealth, a digital investing platform built to make alternative real estate investments, senior living and housing bonds among them, accessible to non-accredited investors starting at $10 a share.Links:

Based on the interview with Raphael Rubens discussing Candid's evolution from AI storytelling to workforce and satisfaction solutions for senior living operators.   The senior living workforce crisis isn't just about finding more applicants—it's about reaching the right people faster and keeping them engaged. In this episode of Foresight Radio: Tech Tuesday, Steve Moran sits down with Raphael Rubens, Founder of Candid, to explore how AI is transforming recruitment, employee retention, resident feedback, and operational decision-making across senior living. Raphael shares the remarkable journey that began with helping his grandmother preserve her life story through AI and evolved into a platform that's helping senior living providers: Contact job candidates within minutes of applying Automate AI-powered interviews without replacing human hiring decisions Improve 90-day employee retention Reduce recruiting bottlenecks Capture actionable resident, family, and employee feedback Turn satisfaction surveys into operational insights and Google reviews The conversation also tackles one of the industry's hottest debates: Can AI actually make hiring more human? If you're a senior living executive, HR leader, recruiter, operator, or technology innovator, this episode offers practical insights into how AI can strengthen—not replace—the human side of care.

Our guest on the podcast today is Ryan Frederick, an author, speaker, and entrepreneur focused on the intersection of place and healthy longevity. As founder and CEO of HERE, he provides content courses and coaching in place planning, a holistic, research-based approach to help people find the right place for every stage of life. He's also the author of Right Place, Right Time, a book that helps individuals think through housing decisions for the second half of life. In addition, Ryan provides strategy consulting to organizations looking to create better places, including Fortune 500 companies, institutional investors, health systems, and housing developers and operators. He's also a member of the Advisory Council for the Stanford Center on Longevity. He previously served on the National Advisory Board of Johns Hopkins University School of Nursing and was a member of the Bipartisan Policy Center Task Force on Health and Housing. He's a graduate of Princeton University and Stanford Business School. Episode Highlights 00:00:00 Senior Living, Longevity, and 100-Year Life Planning 00:08:39 How Place Influences Health as You Age 00:10:37 The Four Pillars of Place Planning 00:16:19 Income's Impact on Housing, Home Equity, and Limitations of Aging in Place 00:30:01 Place Planning Tools and Building Community 00:41:43 New Housing Models, Cohousing, and Age Diversity 00:49:13 Continuing Care Retirement Communities and Healthy Aging Dashboards More From Morningstar Your Retirement Countdown, With Christine Benz Harry Margolis: How to Confront Aging Challenges Head-On Joy Loverde: Planning Ahead for Care Needs as You Get Older If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine's weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

At the NIC Spring Conference in Nashville, Josh and Lucas sit down with two emerging leaders preparing to enter the senior living industry. Listen as these students share their paths into senior living and why they believe the industry offers tremendous opportunities for growth and impact. The conversation explores how young professionals are discovering senior housing, the importance of mentorship, lessons learned from networking at NIC, and innovative care models from around the world. The guests discuss demographic trends, the growing demand for senior living solutions, and the need to attract more students and young professionals into aging services careers.Key TopicsHow students discover careers in senior livingThe value of NIC's Young Professionals and Scholars programsReal estate opportunities within senior housingHealthcare administration and long-term care leadershipThe role of mentorship in career developmentDemographic trends driving industry growthInnovative memory care village models from EuropeBuilding professional networks early in a careerThe importance of industry awareness among studentsCreating meaningful impact through aging servicesMeet the Hosts:Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/Connect with Our GuestsMichael Pittenger: https://www.linkedin.com/in/michael-pittenger-b4a645321/Michael Giovacco: https://www.linkedin.com/in/michael-giovacco-75915527a/Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.

We're back with a new episode of Senior Living Sales Specialists Speak! – our most popular series in The Grow Your Occupancy Podcast. In this practical, idea-packed episode, Julie Podewitz is joined by three accomplished senior living sales professionals: Sharon LaGaipa and Susan Eakin, Sales Specialists with Grow Your Occupancy, and Dan Covert, Sales Specialist at Mustang Creek Estates, for an engaging discussion on the sales strategies that are delivering measurable results right now. Rather than focusing on theory, this episode is packed with actionable techniques that listeners can immediately implement to improve tours, conversions, and move-ins. The panel shares real-world success stories, including generating 20 qualified tours from an existing database of fewer than 200 prospects, leasing a new expansion from 40% to 70% in just a few months, and achieving an impressive 38 move-ins in only 90 days. Along the way, they discuss why meaningful discovery conversations outperform transactional selling, how responsive listening builds trust, why picking up the phone still beats relying on texts and email, and how thoughtful CRM notes and consistent follow-up can unlock hidden opportunities within your existing database. Whether you're a senior living sales counselor, sales director, regional leader, or executive looking to improve occupancy, this episode delivers proven, immediately applicable ideas from professionals who are achieving outstanding results every day. If you're looking for practical takeaways that can help you convert more leads into move-ins, this is an episode you won't want to miss.

Send us Fan MailGUIDE4seniorliving.com is a premium resource for senior living options and will help you exercise the power of choice. Whether you want to find a senior center or affordable living near you or take a tour without leaving your home check out GUIDE4seniorliving.com and the Senior Living Show youtube. Looking for senior resources? Attend a senior vendor fair and learn what options you will have as you age. Let's get age-u-cated!Support the showSeniorSupportStrategies.com when you need guidance navigating senior care or how to create your own Aging in Place strategy. 

In this episode of Voices in Leadership, host Melissa Andrews, President and CEO of LeadingAge Virginia, welcomes William Lester, President and CEO of Warm Hearth Village, to discuss his leadership journey and the evolving landscape of senior living. William reflects on his path from housekeeping supervisor to CEO, shares lessons in building high-performing teams, and explains how a resident-focused, collaborative culture has shaped Warm Hearth Village's success. The conversation also explores the challenges and opportunities facing aging services, including workforce development, technology, changing resident needs, innovative service models, and the value of partnerships with Virginia Tech in advancing care, research, and community engagement.Voices in Leadership is produced by Association Briefings.

On this episode of Bridge the Gap, hosts Josh and Lucas sit down with Bobby Guy to unpack the massive changes happening across senior living, healthcare investing, and capital markets. Bobby shares why senior housing M&A activity is reaching record levels, how demographic shifts are reshaping the future of senior care, and why the industry desperately needs innovation aimed at the middle market, not just luxury communities. Bobby argues that healthcare innovation requires new access to capital and explains why bringing more public companies into healthcare could transform the industry's future.Key Ideas:The return of large-scale healthcare and senior living M&AWhy senior housing development is underserved in the middle marketThe demographic realities impacting luxury senior housingHow tax credits and incentives could reshape affordable senior housingAI's future impact on healthcare operations and patient outcomesWhy public healthcare companies have declined since Sarbanes-OxleyThe relationship between private equity and healthcare innovationHealthcare integration across behavioral health, pharmacy, rehab, and senior livingThe future of capital markets in senior housingRecord-setting healthcare transaction activity in 2026Meet the Hosts:Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/Connect with Our GuestBobby Guy: https://www.linkedin.com/in/bobby-guy-4a25967/ Learn More about the Polsinellihttps://www.polsinelli.com/Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.

Summer doesn't have to mean slower sales. In this episode of The Grow Your Occupancy Podcast, Julie Podewitz shares practical, field-tested strategies to help senior living sales teams maintain momentum throughout the busiest vacation season of the year. Julie discusses why consistent sales processes create stability, how purposeful home visits can strengthen relationships with prospective residents, and why now is the perfect time to re-engage cold leads hiding in your CRM. She also explores the power of storytelling in marketing and outreach, offers ideas for creating seasonal outreach campaigns that referral partners will remember, and explains how adding temporary sales support can help communities maintain occupancy while team members are away. Whether you're a sales director, executive director, regional sales leader, or marketing professional, you'll walk away with actionable ideas you can implement immediately to keep your pipeline active, your team focused, and your occupancy goals on track all summer long.

David Bacon has a background in digital marketing, investor acquisition, and growth strategy, with a focus on alternative investments and expanding access to real estate backed opportunities. At Worthy Wealth, he focuses on investor education and connecting everyday investors to income generating real estate strategies, including senior living and other demographic driven sectors. In this episode, John talks with David Bacon about how Worthy Wealth is democratizing real estate investing through $10 senior living shares and housing bonds. David explains how pooling small investments into a diversified portfolio spreads risk, why the company charges no fees, and how its value add strategy of buying and modernizing functionally obsolete senior living facilities meets the surging demand created by an aging population.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Open your capital raise to many small investors instead of relying on a few large checks Spread risk across a portfolio of assets rather than concentrating it in a single deal Understand how a deal is structured and who gets paid first before you invest Follow demographic demand, like the aging population, to find supply gaps in the market  Modernize functionally obsolete properties to create inventory faster than new construction     Topics Democratizing Real Estate Investing The 2012 Jobs Act opened investments once reserved for accredited investors to retail investors Worthy Wealth offers senior living shares and housing bonds at $10 each, with a $100 minimum first purchase for senior living Why Volume Beats Big Checks David would rather have a thousand investors at $10 each than one investor at $10,000 Recurring investments, automation, and round ups on everyday purchases add up to meaningful funds The Portfolio Approach to Risk Traditional real estate investments localize risk in a single asset Worthy Wealth pools investor money into a portfolio, so one problem property does not affect the rest Who the Typical Investor Is Millennials seeking financial independence are the sweet spot, while Gen Z investors are getting started early through mobile apps The model also serves gig workers without traditional retirement plans and higher end investors who see the supply and demand imbalance in senior housing Returns, Fees, and Deal Structure Worthy Wealth charges no fees and makes its money on the back end of each investment Investors earn a 5 to 7% quarterly dividend during a two to five year hold, plus 60% of sale profits, targeting a 15% annualized return The senior living product is a Reg D offering, while the housing bonds are a Reg A Tier 2 offering Understanding How Deals Are Structured John breaks down Reg A and Reg D offerings and the limitations each places on raising capital He urges investors to understand the capital stack and who gets paid first before committing to any deal The Silver Tsunami in Senior Housing More than 11,000 baby boomers turn 65 every day, and the 80 plus population will double in the next 20 years Occupancy at senior living facilities sits at 90% and has grown for 19 straight quarters Why Supply Cannot Keep Up The nation needs $1 trillion in senior living construction over the next decade, yet new construction is at a two decade low Banks charge 50 to 100% higher interest rates on horizontal work like utilities and dirt work, creating a financing bottleneck The Value Add Play in Senior Living 40% of existing facilities were built before the smartphone and are functionally obsolete Worthy Wealth buys these facilities at a discount, modernizes them, hands them to professional management, and sells them for appreciative income    

One of the hottest real estate asset classes in the country is Senior Living. Occupancy levels have caught up and even exceeded pre-covid levels. 10,000 people per day are turning 80 years old and this number is increasing. The average age of senior facility residents is 83, so the number of people who will need some type of Senior Living is about to explode and continue for the next two decades. Matt Johnson, Founder of McFarlin group, acquires distressed properties, increases occupancy and profitability, then sells them. As the market has heated up, and the demographics support future growth, larger global players are investing in this space.

Episode SummaryWhat really changes between nonprofit and for-profit senior living sales—and what stays exactly the same?In this episode of Connecting the Dots, I sit down with Bri Stewart, VP of Sales Operations at Watercrest Senior Living, to explore the unique challenges and opportunities of leading sales across both models. Drawing from her experience in hospitality, nonprofit Life Plan Communities (CCRCs), and for-profit senior living, Bri explains why great sales isn't about pressure—it's about trust, emotional intelligence, and putting people first.We discuss how sales cycles differ between CCRCs and rental communities, why hospitality is reshaping the resident experience, how technology can strengthen—not replace—relationships, and why leaders who focus on people ultimately see the strongest business results.Whether you're a sales counselor, executive director, regional leader, or operator, this conversation offers practical insights for growing occupancy while staying true to your mission and culture.About Bri StewartBri Stewart is the Vice President of Sales Operations at Watercrest Senior Living. With leadership experience spanning hospitality, nonprofit Life Plan Communities, for-profit senior living, consulting, and private equity, Bri specializes in building high-performing sales cultures that scale revenue without sacrificing identity. Her leadership philosophy combines operational excellence with emotional intelligence, helping teams create meaningful relationships that drive both occupancy and resident satisfaction.Timestamps1:32 – Bri's journey from hospitality to senior living6:20 – Lessons learned across nonprofit and for-profit organizations9:00 – Why emotional intelligence matters more than sales scripts11:25 – Listening as a competitive advantage11:55 – Technology that helps sales teams stay present15:02 – Nonprofit vs. for-profit sales: the biggest differences18:55 – Building trust through financial conversations19:37 – Becoming a trusted advisor, not just a salesperson23:37 – “Hunter with a heart”: balancing empathy and accountability28:36 – Hospitality, service recovery, and keeping your brand promise31:23 – Technology adoption: why nonprofit organizations often move differently35:41 – Scaling revenue without sacrificing your people-first culture37:47 – Closing thoughtsKey TakeawaysThe fundamentals of senior living sales are the same regardless of ownership model: build trust, listen well, and become a trusted advisor.Nonprofit CCRCs require longer sales cycles, greater financial planning conversations, and patient relationship-building.Rental communities often involve more urgency, requiring exceptional service delivery and rapid recovery when issues arise.Hospitality principles are becoming a competitive differentiator across senior living.Technology should remove administrative work so sales professionals can be more present with prospects—not replace the human connection.The best leaders focus on people first because sustainable financial results naturally follow.

On this episode of Bridge the Gap, Josh and Lucas sit down with Kimberly Erickson, COO of Bethesda Senior Living, to explore the future of attainable senior housing and the role nonprofit operators can play in serving the growing middle-market population.Kimberly shares insights from her transition from the for-profit sector into nonprofit leadership, highlighting how mission, culture, and compassion shape operational decisions at Bethesda. The conversation dives into middle-market senior living strategies, charitable care programs, affordable housing models, labor and staffing realities, and why culture cannot be reduced to buzzwords or technology platforms.Key TopicsThe transition from for-profit to nonprofit senior living leadershipWhy middle-market senior housing remains underservedHow Bethesda approaches charitable care and resident affordabilityShared-suite housing models for attainable senior livingLabor challenges and maintaining margins in senior careThe role of PACE partnerships in serving more seniorsWhy culture starts with presence and human connectionLeadership lessons rooted in counseling and faith-based serviceThe importance of staff engagement and emotional intelligenceWhy senior living careers offer purpose-driven opportunitiesMeet the Hosts:Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/Connect with Our GuestKimberly Erickson: https://www.linkedin.com/in/kimberly-erickson-89a23351 Learn More about Bethesda Senior Livinghttps://www.bethesdaseniorliving.com Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.

Building a successful real estate business often means focusing on more than one opportunity. In this episode, Dave Dubeau sits down with real estate developer Brian Fay to discuss how he's simultaneously growing large-scale 55-plus active adult communities while expanding a nationwide senior living investment portfolio. Brian explains how his background in construction helped prepare him for development, why he partners with experienced builders and operators, and what goes into planning communities designed around health, wellness, and active lifestyles. The conversation also covers raising capital, assembling experienced project teams, and why finding the right operating partners has become one of the biggest drivers of long-term success. Whether you're interested in real estate development, senior living investments, or syndications, this episode provides practical insight into building large projects through strategic partnerships. Key Topics Developing 55-plus active adult communities Building amenity-focused rental communities Investing in senior living facilities Creating experienced development teams Partnering with third-party operators Raising capital for large development projects Structuring development deals for stronger investor returns Growing through strategic partnerships Guest Information Brian Fay is a real estate developer, investor, and founder of Trinity Development Partners. He specializes in active adult developments, senior living investments, and large-scale real estate projects across the United States. LinkedIn: Brian Fay – Trinity Development Partners Mastermind: Ground Up Development Mastermind Call to Action Connect with Brian on LinkedIn to learn more about Trinity Development Partners, his development projects, and the Ground Up Development Mastermind.

In this episode, Nathan Sosa sits down with Tait Duryea, Founder and CEO of Turbine Capital, for part one of the active vs. passive investing debate. Tait shares how he went from airline pilot to building an investment firm and explains why many high-income professionals are turning to passive investing opportunities in real estate and energy. The conversation breaks down today's most attractive asset classes, including multifamily, senior living, industrial real estate, and oil & gas. Tait also explains how passive investors can benefit from depreciation, K-1 losses, and unique tax incentives available through oil and gas investments. Topics Discussed: - The biggest misconception about passive investing - How to evaluate fund managers and syndicators - Senior living and industrial real estate opportunities - Oil & gas investing and tax benefits Request a free discovery meeting: go.therealestatecpa.com/mlre Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide Submit your questions to: go.therealestatecpa.com/question Connect with Tait: https://www.turbinecap.com/ The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Eddy Benoit Jr.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Eddy Benoit Jr.