Home Care Strategy Lab

Live from HCAOA—20 minute conversation with Matt Ericksen, VP of Sales at Griswold Home Care Corporate Office in Blue Bell, PA. Highlights:He’s been in home care for 13, at Griswold for 5 yearsGriswold is 40 years in, founded by Jean Griswold, 230 locations in 32 statesHe got a history degree, but his wife urged him into health care scheduling, the rest is historyHome care has been his intersection for purpose, creativity, and coaching We have to do away with transactional caregiving, transactional schedulingWe have to pivot to solutions-based services and position it as such to familiesThe transition includes hourly care + remote monitoring to familiarize families with alternative, solutions-based services13:40 - Example: Parkinson’s CareA Parkinson's patient who avoids a serious fall or aspiration event might prevent 2-3 additional hospitalizations over the next 18 months.The ROI: One prevented hospitalization often cascades into preventing 2-4 more. That's $40,000-$140,000 in cumulative savings. That's when affordability flips from cost-center to investment.We have to communicate the story the numbers tell in a human-centered way that clients and families understandAgencies that are succeeding are nimble, adaptable, and solutions-focusedSponsors:Baba (callbaba.com): AI phone-based co-pilot for seniors to prevent loneliness, create support, and connect them with professionals Paradigm (paradigmseniors.com): Credentialing, billing automation, and revenue cycle management for VA and Medicaid paymentsHomeSight (vantiva.com/homesight): TV-based wellness hub for blended care—video visits, health monitoring, and daily reminders for the family and care team

LIVE from HCAOA—45 minute conversation with Janice Rehkopf, Director of Client Services at Comfort Keepers in Traverse City, MI.Highlights:People are talking about aging soonerEvery family, every client, every caregiver has a unique set of needsPeople want solutions-based care, not just more hoursMany seniors don’t need a caregiver right away, some times technology or a supplemental solution can come first99% of homes have TVs in them 7/10 homes already have cameras in themThe HomeSight Wellness Hub connects to the TV, has 2-way communication, a privacy shutter, and loads of applications and tools to manage medication reminders, family video calls, caregiver training, office communication, personalized calendars and  more23:14 - Primary Use Case: Wellness Calls34:12 - HomeSight is saving client's livesThey created a blended care model which includes multiple solutions to meet the clients needs: i.e. nutritional support, meals, emergency response pendents, hourly care, the wellness hub, etc. Learn more about HomeSight or get in touch with Janice directly: janicerehkopf@comfortkeepersnwmi.com Sponsors:Baba (callbaba.com): AI phone-based co-pilot for seniors to prevent loneliness, create support, and connect them with professionals Paradigm (paradigmseniors.com): Credentialing, billing automation, and revenue cycle management for VA and Medicaid paymentsHomeSight (vantiva.com/homesight): TV-based wellness hub for blended care—video visits, health monitoring, and daily reminders for the family and care team

LIVE from HCAOA—15 minute conversation with Carl Bossung, Co-Founder of Senior1Care in Indiana.Highlights:20 year family owned business, 6 offices, 600 employeesFormer leader in a CPA firm, grew it from 20 people to 6,000Got into home care for care for his mom and anticipating the demand of the baby boomer generationThe bought a CNA school, because whoever gets the best employees in a service business winsThe CNA school was winding down, they were already hiring out of the school, so they decided to buy it, 11 years agoTo date, since they took it over, they’ve trained 5,000 CNAs and hire about 15% of themThey’ve never made money on the school, but the small loss, is worth sourcing the talent The other 85% are going out and getting jobs, and it’s a great way to give back to the communityThe school has a 99% pass rateSenior1 sources many high school and college students out of the school, only challenge is many want fixed hour work weeksThere are 72 procedures for CNAs to learn, in the school they learn it in one weekThe investment hasn’t paid off, but it’s their recruiting engineThey’ll offer caregivers the option to get their CNA paid for if they work consistently, with no call-offs, for 3-6 monthsSponsors:Baba (callbaba.com): AI phone-based co-pilot for seniors to prevent loneliness, create support, and connect them with professionals Paradigm (paradigmseniors.com): Credentialing, billing automation, and revenue cycle management for VA and Medicaid paymentsHomeSight (vantiva.com/homesight): TV-based wellness hub for blended care—video visits, health monitoring, and daily reminders for the family and care team

#35 Technology is ending the era of dual-entry between phone calls and scheduling platforms in home care. Spencer joined the family-owned home care business three years ago and identified a handful of manual processes that needed attention immediately. Fast forward, he’s built a tool called SmartAutomations.Care that connects the phone system to your scheduling software and automates the documentation and communication of every single call that comes into the office so that nothing gets missed. He explains the workflows, the data that’s captured, success stories, and the results. This is the future of home care—removing dual entry, increasing efficiency, making office members 2-4x more efficient, and elevating the quality of care. Spencer Roth on LinkedInSpencer@smartautomations.careSmartAutomations.CareCypress Home Care SolutionsAirCall.io Sponsors:Acrisure midwest.acrisure.com/home-care24/7 Solutions 247solutions.co

#34 People don’t care how much you know until they know how much you care. Jane Francis, EVP of Business Development at Senior1Care in Indiana, is newer to home care, but she brings deep experience in nursing, sales, leadership development, and scaling businesses. She took over a newly acquired, underperforming Medicaid office and transformed it into a 75% private pay operation, achieving 100% year-over-year growth. Along the way, she rebuilt the culture, redesigned processes with people at the center, and is now applying these strategies across six offices. Jane shares her process, the people who inspired her, and the decisions behind Senior1Care’s cultural turnaround, despite being an established successful company.Jane Francis on LinkedInSenior1Care Books: Leadership: Rocketfuel by Gino Wickman  Leadership: Mindset by Carol Dweck Sales: Sales Simplified by Mark Weinberg Marketing: Blue Ocean Strategy by W. Chan KimCulture: Culture Code by Daniel CoyleAging: Forever Young by Mark HymanChapters:00:00 Introduction to Jane Francis and Senior One Care01:51 Lessons Learned from a Diverse Career12:53 Joining Senior One Care: A New Chapter13:47 First 90 Days: Building Relationships and Trust18:32 Shifting the Business Model: From Medicaid to Private Pay22:49 Leadership and Culture: The Secret Sauce29:44 Operational Improvements: Structuring the Intake Call35:18 Re-structuring Office Roles and Responsibilities 40:57 Re-building a Strong Leadership Structure45:34 Focusing on People for Profits52:25 Creating a Growth Mindset Culture56:43 Navigating Change in Established Companies01:00:59 Innovating Home Care for Longevity01:03:20 Future Trends: Holistic Aging  Episode brought to you by:SmartAutomations.Care smartautomations.careHelper Heroes helperheroes.com

#33 Becky Reel is the former CEO of North America’s #1 home care agency and in this episode we unpack six of the most common growth challenges home care owners face—and how to overcome them. We talk through the pushing through revenue plateaus, the caregiver exodus, the burned-out founder, the corporate competition crisis, the success trap of growing too fast, and the work-life collision that happens when your agency becomes your identity. Becky shares real stories from her first hand-experience and  practical systems she’s used to help owners regain time, rebuild culture, and grow sustainably. Becky Reel on LinkedInreelhomecareconsulting.com Chapters:00:00 Introduction01:37 Becky's Journey in Home Care04:04 The Startup Phase of Home Care Agencies08:03 Addressing the Caregiver Exodus29:38 Overcoming Revenue Plateaus37:28 Balancing Quantitative and Qualitative KPIs40:36 Navigating Corporate Competition in Home Care52:36 The Success Trap: Growing Too Fast01:02:18 Work-Life Collision: Finding Your Identity Beyond the Agency Episode brought to you by SmartAutomations.Care (www.smartautomations.care)It's a seamless software that captures everything from phone calls to in-person visits and logs it directly into your scheduling software. No extra steps. No missed details.

#32 Eric Reinarman, VP of Government Relations at HCAOA, covers the most pressing policies being talked about on Capitol Hill. From immigration reform and workforce shortages to affordability of care and the controversial 80/20 Medicaid rule, he breaks down what’s happening in Washington and how it could reshape the industry. We also talk about the power of advocacy, why storytelling moves policy forward, and how every provider—big or small—can make their voice heard. Plus, he covers a major win with the Elizabeth Dole Home Care Act and shares practical ways to stay informed and involved at the state and federal level.Eric Reinarman on LinkedIneric@hcaoa.orgHCAOA Issues and PoliciesHCAOA State ChaptersState & Federal Legislative and Regulatory TrackerChapters:00:00 Introduction to Home Care Advocacy03:04 The Immigration Challenge in Home Care06:10 Advocacy and Legislative Efforts08:58 The Importance of Storytelling in Immigration11:58 The Affordability of Home Care17:03 Innovative Solutions for Affordability23:43 Current Legislative Landscape on Non-Competes29:41 Understanding Non-Compete Agreements in Home Care34:11 The Controversy of the 80-20 Rule39:39 Preparing for Potential Changes in Medicaid Regulations50:53 The Impact of the Elizabeth Dole Home Care Act01:00:07 The Value of Advocacy and Association Membership This episode is brought to you by 24/7 Solutions (www.247solutions.co)What do they do:Consulting—1:1 tailored consulting from an expert team who's been in your shoesTraining—monthly training for your team on leadership, ownership and operationsPowerhouse Peers—accountability for staff with weekly KPI check-ins, expert coaching, peer collaboration, and a monthly audit

#31 Running a home care agency can feel like running a marathon—at a 7-minute mile pace, on a treadmill, underwater. Most owners are stuck because they fall into one of two traps: the “set it and forget it” manager who assumes vision is enough, or the “I’ll just do it myself” manager who can’t let go of control. Emily Isbell, CEO of 24/7 Solutions breaks down why both fail and what it takes to build a management culture that actually sustains growth. She explains how to apply the TTOE framework—Teach, Train, Observe, Evaluate—and implement real training, grounded processes, and meaningful KPIs. If you’re half leading and half managing, this conversation is especially for you. Emily Isbell on LinkedIn24/7 Solutions (www.247solutions.co) - Learn more and inquire about their services24/7 Solutions Summit (www.247solutions.co/247-solution-summit) - Hands-on intensive to learn and apply proven solutions for your business / Feb 5-6 in Nashville, TN24/7 Solution Book on Amazon (available everywhere)24/7 Solution Audible on Audible (available everywhere) This episode is brought to you by 24/7 Solutions (www.247solutions.co)What do they do:Consulting—1:1 tailored consulting from an expert team who's been in your shoesTraining—monthly training for your team on leadership, ownership and operationsPowerhouse Peers—accountability for staff with weekly KPI check-ins, expert coaching, peer collaboration, and a monthly audit

#30 Being an entrepreneur is full of unknowns and leadership can be lonely, challenging, and push you to your limits. The CEOs of AxisCare, Nevvon, and Caribou—three leading home care tech companies—share how they started their businesses, the frameworks they use to make tough decisions, the skills they’ve had to master, and how they’ve built moats around themselves in a competitive market. They also offer candid advice for home care leaders navigating their own entrepreneurial journey.Todd AllenJames CohenAlex OosterveenAxisCare—operational softwareNevvon—caregiver training platformCaribou—caregiver rewards and recognition toolBook: Give and Take by Adam GrantChapters:00:00 Introduction to Home Care Entrepreneurs02:08 Motivations Behind Starting a Business08:51 Embracing Pain and Discomfort in Entrepreneurship17:08 Navigating Change: Push Through vs. Pivot24:44 People Management: The Heart of Business34:35 Hiring for Culture vs. Skill39:39 Developing Hard Skills for Success40:33 Curiosity and Pattern Recognition in Business41:32 The Importance of Forecasting and Growth44:12 Navigating Financials and Corporate Governance48:31 Understanding the Moat Framework for Business Success55:26 Operational Excellence and Customer Retention01:00:16 Balancing Current Needs with Future Opportunities01:09:58 Entrepreneurial Advice for Home Care Leaders This episode is brought to you by 24/7 Solutions (www.247solutions.co)What do they do:Consulting—1:1 tailored consulting from an expert team who's been in your shoesTraining—monthly training for your team on leadership, ownership and operationsPowerhouse Peers—accountability for staff with weekly KPI check-ins, expert coaching, peer collaboration, and a monthly audit

#29 Jen Kulig, Director of Market Operations at Tribute Home Care, shares how a $32M agency hires and retains only the top 1% of caregiver applicants. She walks through their 7–10 day hiring process, driven by situational interviews that surface grit, empathy, and motivation, and explains why referrals make up 40% of new hires. Jen also highlights the Caregiver Excellence Department’s 90-day support program, quarterly awards, annual happiness surveys and the Everyone Out program. She also breaks down their Salary Program, Tribute Secure, that guarantees caregivers 30 or 40 hours per week. Jen Kulig on LinkedInTribute Home CareChapters: 00:00 Introduction to Tribute Home Care00:55 Jen Kulig's Journey in Home Care07:12 Overview of Tribute Home Care's Operations09:36 Caregiver-First Mentality at Scale10:05 Hiring Process and Recruitment Strategies18:17 Retention Strategies and Caregiver Excellence44:32 Innovative Retention Programs01:11:06 Future of Home Care and Workforce Challenges This episode is brought to you by The Home Care CPAs.Are you managing your bank account, or is it managing you? The Home Care CPAs specialize in helping home care agencies—from startups to $40 million businesses—optimize cash flow, streamline billing and payroll, and build scalable financial strategies. Whether you need full-service bookkeeping or expert coaching, their team ensures your finances are working for you, not against you.

#28 After two decades in the home care industry, Bob Roth found himself at a crossroads. Bob shares why he had to completely reimagine Cypress Home Care, from rebuilding operations post-Honor Care Network to transforming caregiver recruitment using machine learning and automation. He shares his candid take on today’s workforce challenges, the generational shifts shaping senior care, and why “home care is hard” but worth doing right. He opens up about the power of community partnerships, rewriting the narrative on aging, and the importance of self-care from his own lived experiences. Bob Roth on LinkedInCypress Home Care Solutions websiteBook: The Potentialist by Ben LytleBook: Ambiguous Loss by Pauline Boss Book: Negotiate This by Caring, But Not that Much by Herb CohenChapters: 00:00 Introduction to Home Care Strategy Lab00:55 Bob Roth's Journey into Home Care06:17 Reimagining Cypress: The Last 18 Months11:36 Challenges in Home Care Workforce17:13 Innovations in Home Care Services24:06 Changing Perceptions of Aging29:40 Rewriting the Narrative on Aging36:39 Community Engagement and Partnerships44:23 Building Awareness in Home Care48:44 Self-Care for Home Care Owners56:01 Advice to Younger Bob, Starting Out This episode is brought to you by AxisCare.Running a home care business is challenging enough—your software shouldn’t be part of the struggle. That’s why top-performing home care leaders and enterprise agencies choose AxisCare, rated the #1 home care operating system for the past two years. With powerful, scalable tools, best-in-class customer support, and a team that truly understands home care, AxisCare helps agencies streamline operations and scale with confidence.

#27 If you’re waiting hours (or worse, days) to follow up with caregiver applicants, you’re already losing the best talent. Louie Frank of Activated Insights breaks down why “24 minutes is the new 24 hours” when it comes to caregiver recruiting—and how agencies can fix mid-funnel drop-off before it costs them hires. You’ll learn how to audit your own application process, speed up first contact, and use culture as a conversion tool, not just a retention play. You’ll take away practical, data-backed steps to improve applicant-to-hire ratios and keep your pipeline moving.Louie Frank on LinkedInlouie.frank@activatedinsights.comActivated Insights Recruit Tool2025 Benchmarking ReportChapters:02:32 Understanding Workforce Analytics in Home Care08:21 Analyzing Turnover Rates and Their Implications12:33 The Importance of Culture and Mission Alignment16:42 Mid Funnel Challenges in Recruitment22:43 Effective Communication Strategies for Applicants23:29 Engaging Applicants Through Text Messaging30:27 Scheduling and Conducting Interviews36:30 Automating Background Checks and Metrics42:04 Qualitative vs Quantitative Hiring Metrics50:28 The Future of Recruitment in Home Care This episode is brought to you by 52 Weeks Marketing.80% of home care revenue is driven by referral marketing. Yet, less than 50% of home care businesses have a dedicated sales person focused on building relationships with referral partners. That’s where 52 Weeks Marketing comes in, providing a complete referral marketing system designed by Debbie Miller, who built a $10 million home care business in just 10 years. With done-for-you marketing tools, a healthcare referrer database, and a CRM to track results, 52 Weeks helps you build a scalable marketing engine that drives real, long-term growth.

#26 AI is transforming how home care agencies operate. Matt Ericksen, VP of Sales and Operations at Griswold, breaks down the exact AI tools, workflows, and formulas he’s using to reclaim hours, improve recruiting, and scale franchise operations. You’ll hear how he built a job ad grader that boosts hiring results, layered Microsoft Copilot across internal systems to save 17 hours a week, and created a compliance companion tool in under 30 minutes. Matt also shares the “Overall Productivity Index” formula for calculating AI ROI and the six-step anatomy of a winning prompt. If you’ve been tinkering with AI but aren’t sure how to make it stick, this episode is your blueprint for adoption and measurable results in home care.Matt Ericksen on LinkedInGriswold websitePractical AI podcastMatt’s AI preferred tools:Microsoft co-pilot - works best for those using the Microsoft business suitechatGPT - writing text, summarizing text, data analysis, simple tasks, and moreClaude - write, edit, finesse written copy, emails, etc. Decktopus - create presentationsReplit - easy to use AI app builderThe Anatomy of a Prompt:RoleTaskContextReasoningOutput / formatStop conditionsAI Overall Productivity Index (OPI):Overall Productivity Index = (Hours Reclaimed × Avg. Hourly Cost) − Weekly AI Tool CostChapters:02:46 Matt's Journey in Home Care05:46 The Impact of AI on Career Development08:58 First Aha Moment with AI12:04 AI Adoption in Home Care14:51 Essential AI Tools for Home Care17:52 Anatomy of Prompting in AI23:53 Overall Productivity Index (OPI) for AI Tools34:36 Understanding OPI and Its Importance37:12 The Role of Natural Language in AI37:52 Introducing the Job Ad Grader Tool44:20 Leveraging Microsoft Copilot for Internal Operations49:18 Creating Effective Meeting Summaries with AI51:48 Developing a Companion Tool for Compliance59:15 Future of AI in Home Care01:04:32 AI Experiment Challenge for Business Owners This episode is brought to you by The Home Care CPAs.Are you managing your bank account, or is it managing you? The Home Care CPAs specialize in helping home care agencies—from startups to $40 million businesses—optimize cash flow, streamline billing and payroll, and build scalable financial strategies. Whether you need full-service bookkeeping or expert coaching, their team ensures your finances are working for you, not against you.

#25 What if you could replace dozens of scattered hourly shifts with one scalable model inside an independent living community? In this episode, Rob Rister of HomeWell Care Services shares how he built his “Support On Site” program—turning caregiver shortages into retention wins, driving 45% margins, and embedding his agency in 10 communities across three states. He breaks down the numbers, the operations, and the technology (hello CINCH) that made it possible. Whether you’re frustrated with the limits of hourly care or curious about expanding into new markets, this is a blueprint for cracking the community care model.Rob Rister on LinkedInEmail: rrister@homewellcares.com HomeWell Care Services of Lexington, KYChapters: 00:00 Introduction to Home Well Care Services01:06 The Aha Moment: Transitioning Business Models10:31 Scaling the Community Care Model18:35 Understanding the Financials and Billing20:13 Building Relationships with Communities31:50 The Role of Caregivers in Community Care32:21 Finding the Right Caregivers37:09 Building a Career Path for Caregivers41:12 Innovative Scheduling and Technology in Care45:56 Client Retention and Referral Dynamics51:06 Navigating Community Relationships and Management Changes55:51 Current Operations and Future Growth Plans59:55 Identifying the Right Fit for Community Care This episode is brought to you by Caribou.Do you want to build a high-performing team through the power of recognition? Caribou helps home care agencies boost recruitment, retention, and performance by tapping into simple to use technology and powerful data to engage your care team in the behaviors that matter most to your business. With Caribou, you can build a culture of appreciation that keeps caregivers engaged, connected, and committed for years, not months.

#24 Wayne Morgan opens up about the persistence, mistakes, and lessons that finally got him in the door at Spaulding, the nation’s #2 rehab hospital. Alongside Breanne Muchemore, who led Spaulding’s care management team, they share what actually matters to hospital partners and why most agencies never make the cut. This is an inside look at the conversations, questions, and trust-building that turn ignored emails into a first-class referral relationship.Wayne Morgan on LinkedInAmada of Central NJ websiteBreanne Muchemore on LinkedIn‍Spaulding Rehabilitation Earns #2 Rank in U.S. News & World Report “Best Hospitals"Chapters:02:10 Wayne Morgan's Career Journey06:42 Breanne Muchemore's Background and Expertise10:00 Building Long-Term Relationships in Home Care11:18 Initial Approaches to Spalding Rehabilitation18:15 The Importance of Passion and Understanding21:39 Understanding Spalding's Patient Population23:18 Follow-Up Strategies After Initial Meetings29:19 Discovery Phase Insights from Breanne35:43 Key Questions for Building Relationships37:26 Understanding Managed Care Admissions42:46 Building Relationships with Referral Sources46:07 Addressing Social Determinants of Health50:31 Identifying Key Community Partners54:47 Maintaining Relationships for Continued Success01:06:18 Learning from Mistakes and Growth This episode is brought to you by AxisCare.Running a home care business is challenging enough—your software shouldn’t be part of the struggle. That’s why top-performing home care leaders and enterprise agencies choose AxisCare, rated the #1 home care operating system for the past two years. With powerful, scalable tools, best-in-class customer support, and a team that truly understands home care, AxisCare helps agencies streamline operations and scale with confidence.

#23 An unheard of home care success story—Reggie Mackey and his team have built Live Well Home Care to a projected $25M in annual revenue in just two and a half years. The company is 98% VA funded, works mostly in rural markets across 30 states, and credits its growth to one thing: customer service—taking care of people who take care of people. Reggie shares how they approach recruiting in hard-to-staff areas, why their branch managers are measured on more than just dollars, and their “old-school” methods that still work today. He also talks about their next chapter—helping other agencies with staffing and recruiting with Staff Well.Reggie Mackey on LinkedInLive Well Home Care websiteStaff Well—contact Reggie directly for more information Chapters:01:23 Reggie's Personal Journey and Background05:25 The Decision to Start LiveWell Home Care06:34 Building a Founding Team for Success09:25 Initial Vision and Early Challenges10:19 Early Growth and Client Acquisition13:15 Focus on VA Clients and Unique Approach16:39 Expanding into New Markets and States23:56 Surprises in New Markets and Business Model25:39 Business Structure and Branch Management28:33 Branch Manager Roles and Responsibilities32:34 Compensation Structure for Branch Managers34:44 Credentialing and Financial Management36:01 The Journey to Success: Overcoming Initial Hurdles37:35 Navigating Credentialing and Contracting Challenges38:38 Understanding Market Dynamics: Rural vs. Urban40:36 Organic Growth: Building a Profitable Business42:39 Simplicity in Home Care: Focusing on Core Functions46:26 Recruitment Strategies: Finding Talent in Rural Areas52:33 Staffing Challenges: The Never-Ending Rubik's Cube59:19 Customer Service: Taking Care of the Team01:03:35 Old School Methods in a New Age01:05:59 Doing Life Together: Building a Strong Team Culture01:08:09 Future Aspirations: Expanding and Supporting Others This episode is brought to you by Acrisure.90% of home care businesses are not properly insured for their operational needs—yet insurance is often overlooked or underappreciated until disaster strikes. Acrisure’s Home Care Practice Group specializes in insurance solutions designed to protect home care businesses from lawsuits, data breaches, employee injuries, and more. With expert home care guidance and comprehensive coverage, Acrisure helps you safeguard your business so you can focus on what you do best—providing great care.

#22 Clint Nobles has worked closely with upwards of thousands of home care leaders and in this episode we talk about leadership behaviors—particularly the bad ones. He shares things that he’s seen and experienced firsthand that he advises home care leaders to actually stop doing. We tackle triage, trust, productivity, delegation, and other unique-to-home-care leadership lessons. He also shares his formula for the speed of success and a handful of other simple but effective frameworks to implement in your business now. Clint Nobles on LinkedInscalemyhomecare.comChapters:02:45 Building a Business by Design05:48 The Importance of Trust and Faith in Leadership08:38 Transforming Leadership Behaviors11:41 Overcoming Barriers to Change14:27 The Role of Trust in Business17:08 Empowering Teams to Make Decisions20:31 Avoiding the Savior Mentality23:19 Managing Beyond Triage Mode26:23 Understanding Production vs. Productivity38:56 Understanding Size and Structure in Business40:50 The Shift from Production to Productivity45:53 Emotions in Leadership: The CFO Dilemma49:31 Mastering Emotion for Effective Leadership56:08 Decisions vs. Choices: A Leadership Framework59:33 Delegation: From Tasks to Decisions01:02:24 Redefining Success: A Continuous Journey This episode is brought to you by 52 Weeks Marketing.80% of home care revenue is driven by referral marketing. Yet, less than 50% of home care businesses have a dedicated sales person focused on building relationships with referral partners. That’s where 52 Weeks Marketing comes in, providing a complete referral marketing system designed by Debbie Miller, who built a $10 million home care business in just 10 years. With done-for-you marketing tools, a healthcare referrer database, and a CRM to track results, 52 Weeks helps you build a scalable marketing engine that drives real, long-term growth.

#21 Smart home technology is reshaping how aging adults live—and how home care agencies serve them. In this episode with Jim Conti, Shea Gregg, and David Eby, we explore the most adopted tools, emerging trends, and what’s becoming standard in aging-in-place environments. We dive into the ethical and practical challenges agencies face as technology changes communication, care responsibilities, and client autonomy. We also talk about the future where tech isn’t just a tool, but a foundational part of the care plan.Jim Conti on LinkedInHomeSight by VantivaShea Gregg on LinkedInFallCallDavid Eby on LinkedInCookTop Safety (CTS) This episode is brought to you by The Home Care CPAs.Are you managing your bank account, or is it managing you? The Home Care CPAs specialize in helping home care agencies—from startups to $40 million businesses—optimize cash flow, streamline billing and payroll, and build scalable financial strategies. Whether you need full-service bookkeeping or expert coaching, their team ensures your finances are working for you, not against you.

#20 Not enough home care leaders are thinking about or talking about insurance. Why? They think it’s a commodity, they haven’t had a claim filed against them, or they don’t know what questions to be asking. Gavin Studner, Client Advisor at Acrisure dives into changes in workers compensation, increased rates for general and professional liability, and why carriers are limiting their appetite for home care risks. It’s not good enough to think about insurance at renewal—talk with your broker, build a risk management plan, and be proactive. Gavin Studner on LinkedInReach out directly: gstudner@acrisure.com Acrisure for Home Care This episode is brought to you by AxisCare.Running a home care business is challenging enough—your software shouldn’t be part of the struggle. That’s why top-performing home care leaders and enterprise agencies choose AxisCare, rated the #1 home care operating system for the past two years. With powerful, scalable tools, best-in-class customer support, and a team that truly understands home care, AxisCare helps agencies streamline operations and scale with confidence.

#19 Jessica Schultz, Director of Franchise People Strategy at Right at Home, and Paul Blom, a 24-year franchise owner, share what they’ve learned about caregiver recruitment and retention. Jessica unpacks the “Top 10 Project,” a system-wide deep dive into what the best-performing offices are doing differently. Paul shares the specific tactics that have helped his agency maintain exceptional retention and caregiver satisfaction—including weekly personal emails, birthday phone calls and annual events.  Jessica Schultz on LinkedInPaul Blom on LinkedInRight at Home websiteCaribou.care—caregiver rewards and recognition tool  This episode is brought to you by Caribou.Do you want to build a high-performing team through the power of recognition? Caribou helps home care agencies boost recruitment, retention, and performance by tapping into simple to use technology and powerful data to engage your care team in the behaviors that matter most to your business. With Caribou, you can build a culture of appreciation that keeps caregivers engaged, connected, and committed for years, not months.