Session 1
Foundations & Mindset
- The partnership mindset
- Setting goals and standards
- Identifying communities
Most agents working senior living communities have the consistency part down. What’s missing is something else entirely.
Most agents are doing the first and wondering why the second isn’t happening. This program is built to close that gap.
There’s a real difference between showing up consistently and building a relationship that produces referrals. This program teaches you what that difference looks like in practice.
By the end of six sessions, here’s what your day-to-day work with senior living communities looks like.
Each 90-minute live session works on one piece of the partnership engine. No theory. No filler.
Julie spent more than 25 years working inside senior living communities — in activities, sales, and marketing leadership. She knows what it looks like from the other side of the table: which agents she looked forward to hearing from, which ones she avoided, and what actually made her pick up the phone and refer.
That perspective shapes every session in this program.
A quick reference for dates, format, pricing, and outcomes — useful for sharing with a broker, an accountability partner, or a senior living contact you want to bring in on this work.
View FlyerThe cohort starts June 2. Seats are limited — this is a small group on purpose.
View Enrollment OptionsPick the option that fits how you pay. Both get you the full program.
Enrollment closes when the cohort is full.
Active CSHP® credential required for participation.
Not yet certified? Learn about the CSHP® credential.