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Embracing the Old While Welcoming the New

In our frenetic, tech-driven world, it’s easy to dismiss certain things as outdated, such as landlines, handwritten letters, and yes, even people with grey hair and wrinkles.

But sometimes, what seems old-fashioned isn’t just relevant, it’s invaluable.

Take landlines, for example. After 9/11, when cell towers failed, landlines were the lifeline. People lined up at phone booths in NYC’s Financial District to check on loved ones because wired lines were the only reliable communication.

In an emergency, they remain a critical safety net, yet today, many see landlines as relics of the past, forgetting their role as a dependable backup. Phone booths are considered a thing to mock!

So, what else we dismiss too quickly, assuming it’s obsolete? Here are two that came to mind immediately:

Paper Maps

Who uses paper maps anymore, right? With GPS on our phones, it seems like paper maps belong in history books. But imagine being on a remote road trip with no cell signal or trying to navigate a city when your phone dies.

Paper maps don’t crash, and they never run out of battery, plus they give you the big picture something step-by-step navigation apps often lack.

Paper maps teach us to read and orient ourselves in the world, skills that have become surprisingly rare. They’re not just useful, I think they’re empowering.

Handwritten Notes

In the era of emails and texts, handwritten notes feel like a lost art. But think about the last time you received one, whether it was a thank-you card from a friend or business contact, or a note just to say hello. Didn’t it feel different? More personal, and perhaps even more important.

Handwritten notes create connection in a way that pixels on a screen simply can’t. They’re tactile, thoughtful, and meaningful. They show someone took the time, and in a world of instant everything, that effort stands out.

Many of us save meaningful handwritten notes and cards, and even put them up on a bulletin board to look at when we need a lift.

But let’s flip our focus to people.

Too often, society writes off those with grey hair, an unsteady gait, and wrinkles, dismissing their value as “irrelevant.”

But those “older people” are walking libraries of wisdom, resilience, and perspective.

They’ve lived through disasters, adapted to change, and often embrace both the old and new with remarkable grace.

Their stories, knowledge, and experiences remind us that not everything or everyone needs to be replaced by something shiny and new.

There’s value in keeping a foot in the past while we step into the future. Of course we should embrace
innovation. But let’s also remember the value of what came before.

Landlines, paper maps, and handwritten notes retain their value, and all serve as reminders that some “old” things are worth holding onto, and so are the people who remind us of these things.

We should appreciate and remember the past while we innovate for the future. Because sometimes, what we think is obsolete is actually what we need most.

December 19, 2024 Posted by | Uncategorized | Leave a comment

The Power of Testimonials, Recommendations, and Endorsements: Why They’re Essential for Success

In today’s connected world, testimonials, recommendations, and endorsements are essential. They’re not just for politicians seeking office or students applying to college, they’re valuable for anyone looking to build credibility, gain trust, and stand out. From LinkedIn to Google, recommendations shape how others perceive us, providing powerful social proof that can open doors and cement our reputation. 

Politicians rely on endorsements to demonstrate credibility and trustworthiness, often with influential figures backing their campaigns. Similarly, letters of recommendation have long been critical for college and job applications, offering a third-party perspective on our character, achievements, and potential. In the professional world, recommendations, especially those on social platforms like LinkedIn, offer this same validation and can be incredibly compelling.

Why Recommendations Matter on LinkedIn and Beyond

When someone takes the time to write a thoughtful recommendation, it speaks volumes. On LinkedIn, recommendations serve as tangible proof of our work ethic, skills, and impact, bringing our professional narrative to life. Unlike a resume, which lists facts and accomplishments, a recommendation provides context, adding depth to our profile and helping us stand out. 

Endorsements are particularly effective when they come from people with authority or direct experience. They give readers insight into why someone values your skills and attributes, reinforcing your brand in an authentic way. A recommendation, especially when it’s detailed, helps build a relationship between the endorser and the endorsed, showing the strength of the professional bond and validating each party.

How Recommendations Help You and the Endorser

Here’s the great thing about recommendations: they’re a win-win. When you recommend or endorse someone, you’re not only helping that person, but you’re also showcasing your own expertise, generosity, and network. A well-crafted recommendation reflects positively on the endorser by highlighting their judgment and understanding of quality work and character. This reciprocal value is why giving and receiving recommendations strengthens relationships and makes both people more memorable.

For example, imagine an author who just released a book and now seeks endorsements from readers, peers, and mentors. Each recommendation posted on social media, LinkedIn, or Google enhances the book’s visibility and credibility. These testimonials also add depth to the endorser’s own brand by showing their involvement in supporting meaningful work, making it clear they’re engaged, insightful, and collaborative.

Building Trust on Google and Social Media

In addition to LinkedIn, platforms like Google are vital for establishing trust and a positive reputation. Google reviews can significantly influence how potential clients perceive you or your business. High-quality recommendations and testimonials on Google create a trusted image, encouraging people to choose your services or products over others.

Likewise, reviews on Amazon or Goodreads are crucial for authors, as they drive readers’ trust and often help new readers discover their work. Recommendations here are just as influential as those on LinkedIn and provide an additional layer of credibility.

Take Action and Start Building Your Own Bank of Recommendations

To build your own testimonials, don’t hesitate to ask those who know your work well. Start with colleagues, clients, and mentors who can speak to your strengths in specific ways. And remember, it’s a two-way street, look for opportunities to offer thoughtful recommendations for those in your network. 

Don’t be shy and start gathering those recommendations today!

November 19, 2024 Posted by | Uncategorized | , , , , , | Leave a comment

What We Can Learn About Leveraging Influence and Visibility From the 2025 Presidential Election

When it comes to building your personal brand, strategic visibility matters.

And in today’s digital world, one of the best ways to grow your visibility is through LinkedIn.

After all, LinkedIn is the platform for professionals looking to expand their network, build credibility, and reach an audience that can support their goals.

I recently experienced this firsthand when my LinkedIn profile was updated with the expert guidance of Marc Halpert, a  LinkedIn guru who truly understands how to highlight unique strengths.

With additional support from my own community, including Adrian Miller and the extraordinary Adrian’s Network, I was able to refine my LinkedIn presence to reflect my mission authentically.

(If you’re unfamiliar, Adrian’s Network is a powerful community of business professionals dedicated to mutual support, growth, and relationship-building.)

In my work, helping aging icons live their best lives means helping them stay relevant, inspiring, and connected. Here’s how you can do it, too:

Why LinkedIn Matters for Aging Icons

As we grow and evolve in our professional lives, our stories, accomplishments, and even ambitions may shift. LinkedIn allows us to showcase these transitions and communicate who we are, what we stand for, and where we’re heading. For aging icons, whether they’re retired CEOs, public figures, or emerging authors, LinkedIn is the perfect platform to amplify their message, connect with a like-minded audience, and continue to inspire.

Updating your profile isn’t just about checking a box. It’s about defining your purpose, aligning it with your audience, and communicating your value. A refined LinkedIn profile can help you stand out in a sea of professionals, attracting opportunities and inspiring a new generation.

The Importance of Reviews and Endorsements

For those who’ve just written a book or launched a new venture, endorsements and reviews can be game changers. Think of them as the modern-day equivalent of a handshake, a warm nod from someone respected in your industry, vouching for your credibility and worth.

As the author of Aging Icon, I’m sharing a message that resonates with countless people who are looking to live with purpose and passion in their later years. Now, it’s time for me to spread the word!

I’m asking you for LinkedIn endorsements and book reviews so that potential readers will see the value of my book, and LinkedIn endorsements will reinforce my authority in my field. My LinkedIn profile can be found at: https://www.linkedin.com/in/agingicon/

(The link to my book is  https://a.co/d/bfGEG3J)

If you’re ready to make your mark, I encourage you to reach out to Marc Halpert for expert LinkedIn guidance, as well as explore the supportive community at Adrian’s Networ

I’d love to connect with others, and I invite you to join me on LinkedIn and share your own stories to living life fully, no matter the age.




November 12, 2024 Posted by | Uncategorized | , , , , | Leave a comment

Staying Relevant and Adapting to Industry Changes as a Mature Business Owner

Aging.

It’s a word that often gets a bad rap. But, truth be told, it’s a natural part of life, one that comes with the bonus of experience, wisdom, and perspective. If you’re anything like me, you’ve got a lifetime of stories, hard-earned lessons, and a legacy of accomplishments behind you. But here’s the thing: while our age is just a number, staying relevant and adapting to the world around us and industry changes is crucial, no matter how long you’ve been in the game.

Whether you’re running a business, freelancing, or simply navigating retirement, there’s one common thread we all share, we want to remain engaged, purposeful, and respected in a world that’s changing faster than ever.

But how do we do that? How do we stay relevant when the tech gets fancier, the trends come and go, and younger generations seem to have a knack for the “new” and “now”?

Let’s dive into some tried-and-true strategies for embracing change and staying at the top of your game, no matter your age.

Embrace Lifelong Learning

One of the biggest myths I’ve encountered is that learning stops when we reach a certain age. It doesn’t. In fact, I’d argue that learning becomes even more important as we age. The business world, actually, the world in general is evolving rapidly. From digital transformations to industry-specific innovations, there’s always something new on the horizon.

Stay curious. Sign up for workshops, online courses, or webinars. There are so many resources at our fingertips these days (thank you, internet!) that make learning accessible, even from the comfort of your own home. Maybe you’ve been thinking about improving your tech skills or understanding social media better for your business; well, this is the perfect time to jump in. Remember, learning doesn’t just sharpen your skills, it also keeps your mind active and engaged.

Leverage Your Experience

You’ve been around the block a few times, and that’s a powerful asset. While the younger generations may have energy and fresh perspectives, you bring something invaluable to the table and that’s experience. Your years in the industry have given you insights that no amount of Google searches or YouTube tutorials can replace.

Find ways to share that expertise. Whether it’s mentoring, consulting, or speaking at events, people are eager to learn from those who’ve been through the highs and lows of business and life. Your seasoned perspective is more relevant than you may realize. Pair your experience with current industry knowledge, and you’ll be the perfect blend of old-school wisdom and modern adaptability.

Build and Maintain Strong Relationships

Networking doesn’t end once you reach a certain age; it evolves. Relationships you’ve cultivated over the years are a goldmine of opportunity. If you’ve built a solid network, now’s the time to nurture those connections and collaborate on new ventures. But don’t stop there, continue to build relationships with younger generations. There’s a synergy in combining fresh ideas with veteran experience.

The key is being open to mentoring and learning from them in return. They’ll benefit from your knowledge, and you’ll gain insights into new ways of doing business, using technology, and seeing the world. It’s a win-win. Stay connected to both the old and the new.

Adapt Your Brand and Message

As the world changes, so must our messaging. What worked for your business or personal brand 10 years ago may not resonate as strongly today. It’s not about throwing everything out the window but rather evolving. Reevaluate your personal or business brand. Is it still in line with current industry trends? Does your messaging speak to today’s audience?

A fresh website, updated social media presence, or even a revised tagline can make all the difference in staying relevant. Partner with a younger colleague or a professional who’s in tune with today’s market to make sure your brand feels current but stays true to you. Your brand is your story and you’ve got a great one to tell.

Stay Tech-Savvy

I know, I know. Tech can be overwhelming. But it’s also the key to staying relevant in nearly every industry. You don’t need to be a tech wizard, but understanding the basics of social media, email marketing, and video conferencing will help you stay connected in today’s digital age. Tools like LinkedIn, Zoom, and even Instagram aren’t just for the younger crowd, but rather they’re powerful ways to keep your network engaged and your business visible.

Take it one step at a time. You don’t need to master everything in a day. If something seems intimidating, find someone who can help. Hiring a tech-savvy assistant or taking a beginner’s class can make all the difference in your comfort level.

Find Passion in What You Do

One of the best ways to stay relevant is to stay passionate. As we age, it’s natural for our interests and priorities to shift. Maybe you’re not as excited about the daily grind as you once were. That’s okay! Focus on the parts of your business or career that still light you up. If you’ve always loved the mentorship side of things, lean into that. If you want to pivot into something new entirely, now’s the time.

The key to staying relevant isn’t about sticking with what you’ve always done but rather keeping your passion alive. Passion is contagious, and when people see how engaged and excited you are, they’ll want to be part of whatever you’re building.

Redefine Success

Success looks different at every stage of life. What was important to you in your 30s or 40s may not hold the same weight today. Maybe success now means having more flexibility, spending time on projects that matter to you, or even scaling back to enjoy life a little more.

The beauty of being a mature business owner is that you get to define what relevance and success look like for you. Here’s to staying relevant, passionate, and purposeful—because no matter your age, the world still needs your wisdom, experience, and unique spark.

October 2, 2024 Posted by | Uncategorized | , | Leave a comment

Passion and Purpose: Finding Joy in Your Career as a Senior Business Owner

As a senior business owner, you’ve spent decades building your expertise, honing your skills, and navigating the complexities of your industry. But what happens when you reach a stage in life where the conventional wisdom suggests it’s time to slow down, step back, or even retire?

For many, this is precisely the time to tap into something deeper—passion and purpose. These are the driving forces that keep you relevant, vital, and excited about the future, even as you navigate your senior years.

I’ve dedicated my career to helping senior business owners not only stay relevant but also thrive by pursuing their passions. I’m a living example of what it means to stay engaged, motivated, and fulfilled, well into what some might consider the “golden years.” Through my experience and the experiences of those I’ve worked with, I’ve discovered that finding joy in your career at this stage of life isn’t just possible—it’s essential.

 Here are suggestions that can help you live your passion and purpose throughout your senior years.

Leverage Your Experience to Fuel Your Passion

One of the greatest assets you have as a senior business owner is your experience. Over the years, you’ve seen trends come and go, you’ve weathered economic storms, and you’ve built a wealth of knowledge that younger professionals can only dream of. This experience is a goldmine when it comes to pursuing your passion.

Consider how your past experiences can be applied to something you’re passionate about today. Perhaps there’s an industry you’ve always been interested in but never had the chance to explore. Or maybe there’s a cause close to your heart that could benefit from your expertise. Use your experience as a foundation to build something new and exciting. This not only keeps you engaged but also allows you to contribute in meaningful ways.

Integrate the Important Parts of Your Life

Passion and purpose aren’t just about what you do—they’re about how you live. As a senior business owner, you have the unique opportunity to integrate the important parts of your life into your work. This might mean aligning your business with your values, spending more time on activities that bring you joy, or simply ensuring that your work-life balance reflects what matters most to you.

For instance, if family is a priority, find ways to involve them in your business. If community service is important, consider how your business can give back or how you can mentor the next generation of entrepreneurs. By integrating the essential parts of your life into your career, you’ll find that your work becomes more fulfilling and aligned with your true purpose.

Stay Curious and Keep Learning

Curiosity is the fuel that keeps passion alive. No matter how much experience you have, there’s always something new to learn, and this is especially true in today’s rapidly changing world. Whether it’s mastering a new technology, understanding a different market, or simply exploring a new hobby, staying curious and open to learning is key to staying relevant and engaged.

Don’t be afraid to step out of your comfort zone and try something new. Attend workshops, take courses, or simply dive into a subject you’ve always been interested in. Not only will this keep your mind sharp, but it will also open up new opportunities and avenues for you to apply your skills and passion in ways you may not have imagined.

Build a Network of Like-Minded Individuals

Passion and purpose are contagious. Surrounding yourself with like-minded individuals who share your enthusiasm and drive can be incredibly motivating. As a senior business owner, your network is more important than ever. It’s not just about business connections—it’s about finding a community of people who inspire you, challenge you, and support your journey.

Consider joining groups or organizations that align with your interests, attending industry events, or even starting your own mastermind group. The connections you make can lead to new opportunities, collaborations, and friendships that enrich your life and work.

Embrace Change and Adaptation

The world is constantly changing, and so too are the challenges and opportunities that come with it. As a senior business owner, embracing change and being willing to adapt is crucial for staying passionate and purposeful. This doesn’t mean abandoning what’s worked for you in the past, but rather being open to new ideas, technologies, and ways of doing business.

Consider how your business can evolve to meet the needs of today’s market or how you can pivot to explore new passions that have emerged in your life. Adaptation isn’t about discarding the past—it’s about building on it to create something even better for the future.

Your senior years aren’t a time to wind down—they’re a time to ignite your passion and pursue your purpose with renewed vigor. You’ve spent a lifetime building your career; now it’s time to enjoy it to the fullest.

September 3, 2024 Posted by | Uncategorized | , , | Leave a comment

Lifelong Learning: Keeping Your Skills Sharp as a Senior Business Owner

More than ever, in today’s ever-changing business world, staying relevant requires continuous learning. For senior business owners, this can be both a challenge and an opportunity.

While years of experience offer a strong foundation, the rapidly evolving landscape of technology, consumer behavior, and industry standards makes lifelong learning essential.

Whether you’re looking to keep your business competitive or simply remain engaged with your work, sharpening your skills is key. Here are some practical strategies to help you stay at the top of your game.

Enroll in Classes or Workshops

One of the most direct and easiest ways to continue learning is by enrolling in classes or workshops tailored to your industry or areas where you feel less confident. Many local community colleges and universities offer courses specifically designed for adult learners, covering everything from the latest marketing strategies to advanced financial management. These classes are often flexible, with options for evening or weekend sessions, making it easier to fit learning into your busy schedule.

If a traditional classroom setting isn’t your style, consider online courses that you can take at your own pace. Many of these courses are taught by industry experts and come with certification upon completion, adding value to both your personal and professional growth.

Engage in Webinars and Online Training

Webinars and online training sessions are another excellent way to keep your skills sharp without the need to commit to a full course. These sessions often focus on specific topics and are usually short, making them ideal for busy professionals. Topics can range from the latest digital marketing trends to leadership skills and financial planning.

Signing up for newsletters from industry leaders or joining professional associations can help you stay informed about upcoming webinars that align with your interests and they can also help you to stay current on industry trends.

Take Advantage of YouTube and Podcasts for Learning on the Go

YouTube has become an invaluable resource for lifelong learners, offering a vast array of instructional videos and tutorials on almost any topic you can imagine. Whether you need a quick tutorial on using new software, tips on improving your sales techniques, or insights into the latest business trends, YouTube has it all.

Podcasts are another fantastic way to learn while on the go. Whether you’re commuting, exercising, or just taking a break, podcasts offer insights and advice from industry leaders and successful entrepreneurs. Subscribing to a few well-chosen podcasts can help you stay informed about the latest trends, strategies, and innovations in your field.

Stay Current with Reading

Reading remains one of the most effective ways to keep your mind sharp and your business skills up to date. This doesn’t just mean picking up the latest bestseller; it also involves reading industry-specific publications, trade journals, and business books. Business publications like Forbes, Harvard Business Review, and The Wall Street Journal provide insights into market trends, leadership, and management strategies that can be directly applied to your business.

To make reading a regular habit, consider setting aside time each day or week dedicated to professional reading. You might also explore audiobooks if you find it challenging to sit down with a book. Many business books are available in audio format, allowing you to absorb valuable information while on the move.

Attend Conferences and Networking Events

Conferences and networking events are excellent opportunities to learn from peers, industry leaders, and innovators. These events often feature workshops, keynote speakers, and breakout sessions that cover the latest developments in your field. They also provide a platform to exchange ideas, discuss challenges, and share solutions with other professionals.

As a senior business owner, attending these events can also help you build and maintain a strong professional network. Engaging with others in your industry not only keeps you informed about the latest trends but also provides opportunities for collaboration and mentorship. If in-person events are challenging, many conferences now offer virtual options, allowing you to participate from the comfort of your office or home.

Embrace the Learning Mindset

Lifelong learning isn’t just about acquiring new skills; it’s about adopting a mindset that values growth and adaptability. As a senior business owner, you bring a wealth of experience and wisdom to the table. However, remaining open to new ideas and willing to adapt to change is what will keep your business thriving.

Approach learning with curiosity and enthusiasm. Whether you’re mastering a new technology, exploring a new market, or refining your leadership skills, the willingness to learn and evolve will set you apart in today’s competitive landscape.

Remember, it’s never too late to learn something new. With the right tools and mindset, you can continue to lead your business with confidence and success.

August 13, 2024 Posted by | Uncategorized | , , , , | Leave a comment

Networking For Seniors: Building Connections in the Business World

In today’s interconnected business world, the power of networking cannot be overstated. For seniors, building and maintaining professional connections is not only a strategic move but also a vital one. Whether you’re looking to stay active in the business community, share your wealth of knowledge, or simply keep engaged, networking offers numerous benefits.

As an expert in working with seniors, I understand the unique strengths and contributions that seniors bring to the table.

Here’s why and how seniors should actively participate in networking.

You have so much experience

Seniors possess a depth of experience and expertise that is incredibly valuable in any business setting. Over the years, you’ve likely accumulated a vast array of skills, knowledge, and insights that can benefit others. Your perspective can provide invaluable guidance to younger professionals, helping them navigate the complexities of their careers, and the reputation and credibility that come with years of experience can significantly enhance any networking group. Read: https://www.thestreet.com/retirement-daily/planning-living-retirement/experience-passion-success-why-older-entrepreneurs-are-crushing-it

You have networking choices

While there are networking groups specifically focused on seniors, it’s crucial not to limit yourself to these alone. General networking and business-building opportunities can offer broader perspectives and diverse connections. Engaging with a variety of professionals across different age groups and industries can lead to more dynamic interactions and opportunities. Attend networking meetings that cater to various demographics and industries. These settings allow you to showcase your expertise while learning from others.

LinkedIn should (must!) be part of your networking strategy

LinkedIn is a powerful platform for professionals of all ages, and seniors should definitely leverage its potential. Expanding your presence on LinkedIn can significantly enhance your networking efforts. Start by creating a compelling profile that highlights your extensive experience and unique skills. Regularly post relevant and interesting content to engage your network and attract new connections.

If writing isn’t your forte or if you find yourself short on time, consider outsourcing this task. There are professional writers who can craft compelling content on your behalf, ensuring that your LinkedIn presence remains active and engaging. This investment can pay off significantly by maintaining your visibility and relevance in the professional world.

Your contribution is important

Seniors have so much to give in networking environments. Your role can extend beyond being a participant; you can be a speaker, mentor, and partner within your networking communities. Sharing your experiences through speaking engagements can inspire and educate others. As a mentor, you can provide guidance and support to younger professionals, fostering their growth and development. Partnering with others in your networking circles can lead to mutually beneficial collaborations and opportunities.

Community is essential

It’s never good to go it alone, and this is especially true as we age. Building a strong network provides a support system that can offer assistance, advice, and companionship. The relationships you cultivate through networking can become valuable assets, both professionally and personally. Engaging with a community of like-minded professionals can also combat the isolation that sometimes accompanies aging, keeping you socially active and mentally stimulated.

Here are some practical tips for effective networking. They’ve worked for me, and I am certain they can work for you as well.

Be Proactive: Take the initiative to attend networking events, both online and offline. Don’t wait for opportunities to come to you; seek them out.

Share Your Story: Your experiences are unique. Share your story with others to establish a personal connection and demonstrate your expertise.

Listen and Learn: Networking is a two-way street. While sharing your knowledge is important, equally important is listening to others and learning from their experiences.

Follow Up: After meeting new contacts, follow up with them. Send a LinkedIn connection request with a personalized message, or a quick email to express your interest in staying in touch.

Stay Consistent: Consistency is key in networking. Regularly attend events, engage with your network, and keep your LinkedIn profile active.

YOU have a wealth of knowledge and experience to offer, and the business community stands to benefit immensely from your participation. Start by connecting with me.

August 3, 2024 Posted by | Uncategorized | , , , , | Leave a comment

Thriving in Business: Tips for Senior Business Owners

Starting out as an entrepreneur or continuing to thrive in an established business later in life can be both exciting and challenging. Senior entrepreneurs and seasoned business owners bring a wealth of experience, wisdom, and resilience to the table, which can be powerful assets in the business world.

Whether you’re starting a new venture or seeking to sustain and grow your existing business, leveraging these strengths effectively and adapting to the ever-evolving market landscape is essential.

Here are some practical tips to help you succeed and thrive in your business ventures.


Embrace Technology

Technology can be intimidating, but it’s also a critical component of modern business. Embracing technology can streamline your operations, improve communication, and expand your market reach. Educate yourself, leverage social media (LinkedIn, Facebook, and Instagram can be powerful tools for networking, marketing, and customer engagement), and use business software such as Zoom for meetings, QuickBooks for accounting, as well as project management software.

Use Your Network

One of the greatest advantages senior businesspeople have is a vast network of personal and professional connections. This network can be a valuable resource for advice, mentorship, and future business opportunities.


Focus on Your Niche

Experience brings deep knowledge in specific areas. Using this expertise can set you apart from younger competitors. Identify your unique selling proposition and your target market and stay undated on industry trends.

Prioritize Financial Planning

Effective financial management is crucial for any business, but it’s particularly important for seniors who might be relying on savings or investments. Work with a financial advisor and look to your CPA for guidance. It might be time to consider succession planning and exit strategies. Whether you plan to pass the business to a family member or sell it, having a plan in place is essential.

Maintain Work-Life Balance

It’s important to maintain a healthy work-life balance to avoid burnout and exhaustion. Set boundaries, take care of your health, and engage in activities that bring you joy and relaxation. This can help reduce stress and keep you energized.

Seek Professional Advice

Navigating the complexities of running a business can be challenging, especially in areas like legal compliance, tax planning, and marketing. Seeking professional advice can save you time and money in the long run. A business consultant can provide personalized advice and strategies tailored to your business needs. You should always consult a lawyer for advice on contracts, intellectual property, and other legal matters.

Stay Positive and Resilient

Business is filled with ups and downs. Maintaining a positive mindset and resilience is key to overcoming challenges and achieving long-term success. Celebrate small wins, learn from failures and treat setbacks as learning opportunities. Analyze what went wrong, adapt your strategies, and move forward.

It’s never too late to start a new venture and make a significant impact. Your experience is your strength—use it to your advantage and watch your business flourish.


July 30, 2024 Posted by | Uncategorized | , , , , | Leave a comment

Aging Icon the song

Caryn Isaacs, OG, the original private professional patient advocate started using the term in 1976 on publications that advised employees about their benefits. The Health Line Directory, a model for Participating Providers, was published for 25 years, with an advertisement for The Patient Advocate which led to Caryn’s personal phone. She continues to work directly with people who seek answers that are not addressed by the established system. 

Way before that, Caryn worked in dental practices training families to care for their health.  For several years, she acted as an executive in a health insurance company, creating one of the first computerized systems to track and analyze physician services. Since many doctors looked to Caryn for advice managing their practice, she started a company that specialized in filling underserved patient needs.  From the early days of health reform, Caryn held various leadership roles including the creation of the Follow the Money Chart that was used to explain the health financing system.  Always believing that healthcare outcomes were directly related to people having appropriate information, Caryn co-founded a Physician-owned HMO.  Finding that the health system was becoming more and more complex, Caryn started GetHealthHelp, LLC to advocate for people needing help navigating the health system.  Aging Icon is Caryn’s latest project.  It is a social media and improvisational campaign to raise awareness and appreciation for the wisdom of accomplished adults regardless of the limitations imposed by society.

Caryn Isaacs’ book Aging Icon and her programs. engage groups, in a fun interactive way to find the Aging Icon in you.

February 17, 2024 Posted by | Uncategorized | 1 Comment

Will Patient Advocates go the way of the dinosaur?

“Greedy, Lazy and Cheap.” This was the title of a speech I gave to physicians back in the 1990’s when they had to decide if they would sign on to insurer panels. I pleaded with them to remember that if it looked too good to be true, then it probably was. But their greed clouded their judgement when the insurers told the doctors that they would give them an endless supply of patients, so that the doctors could just concentrate on being professionals and leave the business side to them. The physicians didn’t bother to read the contracts that said that the insurers could make any changes to the fees and terms at any time without notice. And they refused to hire people who could have helped them to understand the terms of the contracts. Even while the doctors would praise me for my interesting program, they ignored the warning as they marched off the cliff and lost not only their ability to set fees and define practice parameters, but even lost the title for which they had worked so hard, Doctor. Now they are known as Providers and their position as the trusted advisor to the patient’s health has been replaced by Physicians Assistants or Nurse Practitioners. No wonder people are turning to Patient Advocates to help them navigate the health care maze.

However, who is a Patient Advocate? I started my Private Professional Patient Advocate business in 2008 after using the title since 1976. Originally, doctors and hospitals paid for my services, but once the insurers took over their businesses, the ‘Providers’ and those paying for the insurance, mostly employers or Unions, were left hoping for the best or looking for lawyers. So, that’s when those who could afford it, looked for someone to help them when they couldn’t get the care they needed or found themselves stuck with unexpected bills.

Most advocates agree that over the past decade, few people knew that Patient Advocates existed. Also, there was no license or standard rate for their services. Just like the renaming and reassignment of roles for physicians, anyone could call themselves a Patient Advocate. Insurers and hospital systems took full advantage of the confusion and gave out these titles to advertise their customer service departments. Then, a group of Advocates got together and formed the Patient Advocate Certification Board. Here is the eligibility requirements for a person to call themselves a Board Certified Patient Advocate, which includes education, experience and a very difficult test. https://www.pacboard.org/eligibility Many nurses and social workers are adding the BCPA to their names after becoming frustrated with the limitations being placed on their decision making. Social Workers who have masters degrees and accept Medicare reimbursement make a fraction of what a Private Patient Advocate charges.

Just as the stakeholders in the payer world (when the health system was described as consisting of patients – providers & payers} used a bait and switch methodology to get people to accept that they no longer had doctors, there is a new effort to usurp the term Patient Advocate. A recent article in the NY Times praised the role of the Patient Advocate in the hospital setting. https://www.nytimes.com/2022/03/03/well/live/hospital-patient-advocates.html

Big pharma is promoting a Healthcare Advocate Summit. Notice the juxtaposition of the word Patient and Healthcare when talking about who or what is being advocated for. The website for the Summit states in their lengthy mission that “The Advocate is the connector between securing clinical treatment for the patient using the appropriate procurement methods that ensures reimbursement for their health care organization, all while offering emotional support to the patients.” This leads me to remember the same kind of verbiage that was used when managed care was trying to cloud their intent to steer patients to lower cost services.

I’ve spoken to a few of my fellow Independent Patient Advocate business owners who came out of the practice management world. We can understand that nurses, social workers and customer service people who work in various health systems (hospitals, insurers, professional organizations or government) might believe that adding a billing code for Advocacy will raise their salaries. However, we caution them to look at how managed care contracting worked for the doctors and for the patients.

Caryn Isaacs back in the day, before Managed Care

May 22, 2022 Posted by | Uncategorized | Leave a comment

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