As many financial institutions are looking toward gaining more client loyalty and deepen ties with their customers, Bayshore Health Services’ Life Management program offers a solution.
Tampa Bay based, Bayshore Health Services Inc., has rolled out a campaign to work closely along side trust officers, financial advisors, and even estate planning attorneys to offer elderly clients and their families comprehensive access to highly qualified healthcare professionals. Bayshore employs Nurses and Geriatric Care Managers to guide clients and their families through the maze of the healthcare system as well as ensure the elderly client receives appropriate care, whether at home or in a senior care facility. Care Managers also educate clients about public and private elderly assistance programs and most of all look after the client’s best interest.
“We work closely with healthcare professionals and the client’s financial representative to make sure the family’s assets are properly handled. We serve as advocates for our elderly clients, which can be helpful if the family lives out of town or if the financial advisor needs an extra pair of eyes on that client making sure their best interest is at heart.” said Marci Sadorf, Care Manager and R.N. for Bayshore Health Services Inc.
Successful financial advisors are continuing to build trusting long-term relationships with their clients that will last into the next generation and Bayshore Health Services is making this possible.