8H The Revenue Edge: Optimizing Real Estate & Senior Placement Opportunities
- Recognize the financial potential in real estate transactions & senior living placement services & understand how they can seamlessly integrate into your current move management business
- Address common barriers, ethical concerns & misconceptions by exploring the realities of incorporating real estate & placement services into your business model
- Develop an entrepreneurial mindset to shift from a service-only approach to a strategic, profit-driven business strategy that enhances client outcomes
- Explore strategic options for expanding your service offerings, including direct licensing, partnerships, and advocacy, to determine the most effective path for your business
- Learn how a comprehensive, full-service approach—including real estate and placement guidance—enhances the client experience, reduces stress, and strengthens brand loyalty
- Gain practical tools to implement revenue-generating strategies such as pricing models, marketing tactics, and operational workflows
- Hear real-life success stories from professionals who have expanded into real estate and placement services, and apply their best practices to your business
- Discover how to build a sustainable and scalable business model that positions your company for long-term growth and increased valuation as a sellable asset
Presenter: Katherine Ambrose, Senior Home Coach, Wichita, KS
16H Employee Training That Works: Just Enough, Just in Time
- Hear how to deliver training that boosts confidence, safety, & performance without overload
- Identify & fix common training gaps that slow down productivity & morale
- Discover how to adapt training for today’s workforce—whether full-time, gig, or hybrid—without wasting time or resources
- Hear about simple, scalable, & budget-friendly tools that make training stick
- Find out how to use real-time feedback, h&s-on learning, & micro-learning to turn knowledge into action—fast
- Discover how to track what’s working with clear success metrics—& without guesswork!
- Find out how to keep training fresh, effective, & aligned with evolving business needs
Presenter: Anna Novak, Home Transition Pros, Falls Church, VA
24H Less Guess, Greater Success: Accurate Estimating for More Profitable Moves
- Learn to estimate with confidence by gathering the right details, factoring in all services, & pricing transparently to reflect your expertise
- Hear how to charge what you’re worth – Stop underbidding! Set competitive, fair prices that sustain your business & educate clients on the value you provide
- Find out how to protect your time & profits by requiring deposits, excluding mover/vendor costs & locking in signed contracts before starting any job
- Discover how to handle scope changes like a pro by using change orders to document & charge for additional work—no more unpaid surprises
- Understand how communicating clearly earns trust – Set client expectations upfront, ensure they understand the estimate & build strong, lasting relationships
Presenters: Margaret Zamora & Haley Zamora, Next Phase Move Assistance, San Diego, CA
32H When Disaster Strikes! A True Story of Crisis Readiness & Business Resilience
- Identify your biggest vulnerabilities & create a rock-solid emergency plan
- Hear how to make smart, fast decisions under pressure by prioritizing staff safety, client care, & mental well-being without hesitation
- Understand how to navigate insurance claims, FEMA, & SBA relief like a pro
- Discover how to get real about the financial hits—who gets paid, what can wait, & how to rebuild
- Hear how to pivot, adapt, & keep moving forward by rethinking staffing, schedules, & services to match the new post-crisis reality
- Learn how to use industry connections & community support to keep your business standing
- Discover the power of generosity—& why giving back can actually fuel your recovery
- Walk away with a battle-tested game plan for future-proofing your business
Presenter: Tanya Fletcher, Sterling Transitions, Asheville, NC
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