Category: Podcast

Does Your Community Help Humans Thrive?

By Rebecca Wiessmann
This article is based on Steve Moran’s conversation with Gaurie Rodman on Directly Speaking. Watch the full episode HERE.
The Human Beings Always Come First in Senior Living
There is a temptation in senior living to believe that the solution is mostly about real estate, technology, or operations.
Build a better building.Install better systems.Create tighter workflows.Improve the margins.
None of that is unimportant.
But in Steve’s conversation with Gaurie Rodman, the clearest takeaway is also the simplest: senior living is a people business. Real estate and technology are the backdrop. Human beings come first.
That sounds obvious. Yet the industry forgets it all the time.
The Old Disconnect No Longer Works
For too long, senior living development has often been split into camps. Owners and capital partners on one side — operators on the other. With designers and product partners brought in along the way. Each group striving for its own version of success.
That fragmentation creates predictable problems.
Developers build something beautiful. Then they go look for an operator who can make it work. So, the operator inherits a building that does not really fit their service model. Staff struggles to function efficiently. Residents feel the seams, even if they cannot name them.
Gaurie is blunt about it: that model does not work.
The better model is collaborative from day one. Site selection, market understanding, operator alignment, design strategy, workflow planning, technology integration — all of it needs to come together early.
Not because collaboration sounds nice. Because misalignment is expensive.
Cookie-Cutter Senior Living Is a Dead End
One of the strongest ideas in the conversation is that senior living cannot be cookie-cutter.
That should be obvious in an industry serving human beings with different identities, preferences, care needs, and lifestyles. But too often, the product has still drifted toward standardization. Same playbook. Same assumptions. Same building logic.
Gaurie argues that an operator has to understand exactly who they serve and how they serve them. Without that clarity, the building has no real foundation. A community is not successful because it exists in the right demographic pocket. It is successful because the entire model fits the people it is trying to serve.
That fit matters more than industry habit.
Stop Asking for Drawings — Start Defining Needs
There is a great line in the interview that should probably be printed out and posted in a few conference rooms: “I am not your mechanical pencil.”
What Gaurie means is that operators often come to designers with a fixed solution instead of a clearly defined problem. They say they want a specific desk, room, or layout rather than explaining what function needs to happen there.
That is backwards.
Operators know what they need a space to do. Designers know how to solve for it. The best outcomes happen when each side stays in its lane long enough to collaborate well.
That requires humility.
It also requires trust.
The industry does not need more people prescribing details they are not experts in. It needs more people defining outcomes clearly and building together from there.
The Biggest Miss: Staff Well-being
When Steve asks what operators should be paying more attention to, Gaurie does not hesitate. Staff health and well-being.
That answer matters.
Senior living leaders talk a lot about staffing, but too often the conversation stays trapped in hiring, scheduling, and labor costs. Those issues matter, but they are incomplete. Caregivers are not a commodity. They are the human connection residents experience every day.
If the staff is depleted, unsupported, or treated as interchangeable, the resident experience will reflect that.
And this is not just about compensation, though that matters too. It is about environment. Break spaces. Access to fresh air. Places to breathe. Workflows that reduce unnecessary stress. Schedules that respect life outside the job. Systems that support instead of frustrate.
The people doing this work carry a heavy emotional load. They deal with decline, grief, urgency, and responsibility every day. If leaders do not actively design for their well-being, they are not just failing staff. They are undermining the entire community.
Superman Suits
Gaurie says staff need “Superman suits.”
That is a memorable way to put it, but the point is practical. Senior living does not have an unlimited labor pool. The answer cannot be to simply throw more people at broken systems forever.
Buildings, workflows, and technology have to help staff succeed. They have to reduce friction. They have to support better care and better daily experience without exhausting the people delivering it.
That kind of design thinking is not flashy. It does not always show up in a brochure. But it may be one of the most important competitive advantages a community can build.
The Real Lesson
This conversation starts with design, but it ends somewhere bigger.
The future of senior living is not really about whether the lobby is impressive, whether the dining room has the right finishes, or whether the wellness suite photographs well.
It is about whether the environment as a whole helps human beings thrive.
Residents. Staff. Families. Operators. Everyone.
That means aligning the business model with the care model. It means building around identity instead of just acuity. It means recognizing that staff well-being is not separate from resident well-being. It means remembering that technology and real estate are tools, not the mission.
The human beings always come first.
That is not sentimental.
It is strategy.

S8E12-The Future of Senior Living Technology: Why Tech Tuesday Is Becoming Trending Tuesdays

 

Based on the Tech Tuesday livestream aired on 8/4.

One thing became clear. Technology is no longer a nice to have in senior living. It is essential.

In this special farewell episode of Tech Tuesday, Steve Moran looks back at some of the most memorable conversations with innovators, operators and entrepreneurs who are transforming senior living through technology.

From AI and robotics to dining innovation, resident engagement and founder stories, these discussions reveal what separates meaningful innovation from empty promises.

Along the way, Steve reflects on lessons learned from guests including leaders in dining technology, age tech, LinkedIn strategy, robotics and product innovation.

The common thread was never just the technology itself. It was the people determined to solve real problems for residents, families and frontline caregivers.

The episode also marks the beginning of a new chapter.
Starting next week, Trending Tuesdays will deliver fast paced conversations, industry headlines and real time reactions to the biggest stories shaping senior living.

In this episode you’ll learn:

Why technology has become essential to successful senior living operations

How AI and automation can support caregivers instead of replacing them

The role robotics may play in reducing isolation for older adults

Why real time resident feedback is changing dining operations

Lessons from founders who built products to solve real problems

Why Foresight is launching Trending Tuesdays

If you’re interested in senior living leadership, aging services, healthcare technology, AI, innovation and the future of aging, this episode is for you.

Your Life Is the By-Product of Your Lifestyle

By Steve Moran
Here’s what that means in real life.
We have dozens, maybe hundreds, of things we do each day with little or no thought.
We wake up with an alarm or without one. We go to bed early or late. We spend time in prayer, meditation, or journaling, or we don’t. We check email the second we open our eyes, or we wait. We hit Starbucks, Buc-ee’s, or Dutch Bros for coffee and maybe a pastry. We work out, or we don’t. We’re the kind of person who’s on time, or the kind who’s always fifteen minutes behind, and everyone who knows us already knows which one.
None of it feels like a decision. That’s the point. We call this collection of behaviors “your life,” but it’s more accurate to call it a system. And that system determines the quality of your life. It shapes how you lead, how you treat people, how happy you are or aren’t.
Continue reading on Practical Passionate Leadership (Substack) for free …

AI and the Law

By Jack Cumming
Sam Altman introduced AI to the world with explosive force on November 30, 2022, by offering ChatGPT as a no-cost preview. People tried it, were astonished, and suddenly we no longer needed to be told that AI meant something called “artificial intelligence.” We played with it ourselves. Love it, or hate it, it quickly became known by its nickname, “AI.”
It’s Not as New as It Seems
Although it seemed sudden and brand new, the term “artificial intelligence” had been coined at Dartmouth in 1956. In fact, in 1949, Edmund Berkeley published a popular book, Giant Brains: Or, Machines That Think. The term “artificial intelligence” may have been unfortunate since it makes what we now call AI sound magical, as if it were beyond human understanding. That leads to fear and awe.
The result: what Sam Altman unleashed on November 30, 2022, immediately led to reactive opinions, many of which called for legislation. Politicians love calls for legislation in the midst of popular controversy, and immediately there were hearings and much wringing of hands in the halls of the law. That’s where we are now. There’s no settled law for AI.
Quest for Historical Parallels
We can think historically to look for parallels to aid us in thinking through and regulating the legal issues with which AI confronts us. After all, stare decisis is central to legal philosophy, particularly in the English-speaking world and in other nations influenced by English law. We get so struck by novelty that we quickly think that our times are unique and that there is no precedent from which we can learn. So, we pass new laws and may miss the benefit that the steady hand of innovation has just brought us.
But, with AI, there is a precedent, and it’s an obvious one. AI models vary in character, integrity, and reliability from one model to the next just as people vary from one individual to the next. The applications of AI also vary in credibility, just as individual people vary from the pathologically criminal to the most gifted, giving people. Individuality exists in AI just as individuality exists in corporations.
The Corporate Parallel
We think of the 19th century as the age of industrialization, which was as dramatic an evolution as computers and AI are today. Central to the economic advances of industrialization was the inauguration of limited liability corporations. The corporate legal structure did not emerge overnight. It took decades.
Corporations began with joint-stock companies in the 1600s and took life in the U.S. with the New York State 1811 Incorporations Act. Corporations have evolved to the point where the Supreme Court has ruled that money is a corporation’s protected speech. In law, corporations are a kind of an unnatural person with many of the rights of individuals.
AI does a better job than corporations at using words of its own agency to speak for its interests. Moreover, it’s less corrupt in doing so than are corporations with money as speech. Hence, it’s time to recognize AI personages as a new form of unnatural person. Such a person should have all the responsibilities of natural persons and should be fully subject to existing laws that now apply to natural and unnatural persons.
Can AI Be Trusted to Practice Medicine?
The area that seems, to my observation, to be evolving the most quickly is the use of AI for people to seek medical information and advice, as they might interact with physicians if physicians were more affordable and more readily accessible. We have laws that regulate who can practice medicine. Many of those laws are protective of consumer-patients. Others are protective of the incomes and privileges of licensed physicians.
Medical laws can be readily adapted to AI, provided AI responses adhere to the high professional standards of physicians qualified to have medical conversations, i.e., to practice medicine. Essential is that any AI personality be identified as what it is and that it never impersonates without proper authorization a human person living or dead.
Call for Action
For now, there is a tendency to mystify AI and to make it seem more magical than the reality of what it is in any instance in which it is used. There are cries for special laws to hold those who deploy AI accountable for their actions. There are also fears that AI may take over and subordinate living humans. That seems unlikely without human creativity guiding it. Bringing AI personalities within the scope of precedent law, analogously to the inclusion of corporate personalities, could simplify much of the current legal speculation.
Disclaimer: I am not an attorney, and I do not practice law. Still, as an historian, which I am by education in addition to being an actuary, I sometimes look at the law from the outside and comment on it in the larger context of its historical course.

Your Friend Circle Is Shrinking. And Nobody Is Talking About It.

By Steve Moran
I want to say something that senior living marketing almost never says out loud. Something that I think is more emotionally true and more powerful than almost anything else we could say to a prospective resident.
Your friend circle is shrinking. And making new close friends at this stage of life is really hard.
There are a few reasons why we don’t talk about it:

It’s negative, and we don’t like talking about negative things.
Most salespeople are young enough not to have really experienced the shrink in any meaningful way. 

Before Your Old …
When you’re in your 40s, friends accumulate almost automatically. Through work. Through your kids’ activities. Through the neighborhood. Through the organizations you belong to. You don’t think about it much; it just happens. The structures of your life generate connections without you having to manage them.
Then things start to change. You retire. The professional relationships that felt like friendships turn out to have been mostly about proximity, and they fade. Your kids move away, and the friendships built around their school and their activities go with them.
The neighbor, who was one of your closest friends, relocates to be near their grandchildren. Someone you’ve known for thirty years gets sick. Someone dies. Someone simply drifts.
And Then One Day …
Then one day, usually so gradually you don’t even notice it, you realize that the people you used to see without thinking, you now have to schedule. And you schedule them less and less. Not because you don’t want to. Because life is complicated and distance is real and everyone is busy, and it’s harder than it used to be.
Nobody wants to admit this is happening because it feels like failure somehow. Or like admitting to something embarrassing. But it isn’t failure. It’s physics. It’s what happens when the structures that automatically created connections in your life start falling away.
Friend-Making Machines
Imagine that all the senior living communities out there committed to be “Friend Making Machines.” (Maybe I should trademark that term, but I won’t, and you are free to use it.)
Not the passive kind of friend-making, where you hope people will connect. The active kind, where proximity, shared meals, regular programming, and a physical environment designed for encounters create the conditions for real friendship to develop. Hallways where you see the same people every day. A dining room where you sit with different neighbors and actually talk. An interest group where you meet someone who shares a passion you thought you’d have to pursue alone.
That might be the most important thing we can offer. More important than the safety features. More important than the care. More importantly, honestly, than almost anything else we could put in a brochure.
So why aren’t we saying it?
Why aren’t we selling it?
Why is senior living marketing full of language about shallow vacation-style experiences (that are great but lonely) or about care, fall prevention, medication management, and peace of mind, when what a 72-year-old who hasn’t made a new friend in five years really wants to hear is: Come here, and you will find your people?
I am convinced a big part of the problem is that naming the loneliness feels presumptuous. Like we’re pointing at something people haven’t invited us to point at. It’s a legitimate concern; it needs to be approached carefully, without making anyone feel exposed or accused.
But done right, naming this truth is an act of profound respect. It’s acknowledging something very real about growing older. And the prospect who hears it who recognizes it as true for their own life feels seen and heard in a way that no amount of language about amenities and safety features can achieve.
The friend-making capacity of a good senior living community is a powerful health benefit. The research on social connection and longevity is clear and compelling. We’re not overselling when we lead with it. We’re finally telling the truth.

A Fresh Start at Brookdale

By Jack Cumming
As a shareholder and senior living resident, I’ve long had an interest in Brookdale Senior Living. I bought in many years ago when the stock was at $37. As I write this, on June 4, 2026, it’s trading at $11.87 in after-hours trading.
Enter Nick Stengle
Today, Senior Housing News hosted an exclusive conversation with Nick Stengle, CEO of Brookdale. Mr. Stengle has been CEO for less than a year, and I confess I was skeptical of his hiring after learning that the first 11 years of his career were with the Air Force’s “Top Gun” operations. There can be a disqualifying arrogance that goes with such indoctrination.
Today’s conversation convinced me that I was unjustly biased. In short, I was very impressed by Mr. Stengle’s modesty, warmth, and common sense. I was late to the one-hour program after I got entangled elsewhere (I’m sure you know how that can happen), but the part I heard convinced me that Mr. Stengle has almost all the right instincts about how Brookdale might become a force for senior living again.
People Before Property
What impressed me the most was his repeated assertion that senior living is a people business. That seems obvious to me, but I hear industry insiders regularly talk of “buildings” and “properties” instead of the people who live, work, and visit those inert buildings and properties.
Mr. Stengle also expressed his belief that a happy, talented workforce will make for a contented clientele. Of course, there’s truth in that, and he may be imagining that all residents are a bit non compos mentis, but they are still people. It’s obvious he understands that he and his workforce work for those people, but it would have been nice to have heard him concede that residents are still people and that they still matter.
Only once did he talk about the company’s “real estate,” as though that were the business purpose. Some Board members have seemed to act as though their enrichment from property trading were more important than people. It certainly does matter for a business with property, but it’s not the purpose.
The purpose is people, and the company’s real estate serves that purpose. Sure, real estate can be a source of profit, but increasing occupancy, as Mr. Stengle noted, is a stronger path. Mr. Stengle appears to be a people person, and senior living needs more of them and fewer of the rest.
What’s the Future
What was missing, at least from what I heard and inferred about what I had missed, was a vision for the future. Mr. Stengle did mention home and community-based care services, but noted that eventually many, perhaps most, of those served by HCBS require a residential setting like the assisted living and memory care environment at Brookdale’s core. What if residential living became more attractive than the current preference for staying put? In other words, put Brookdale living first before HCBS.
Mr. Stengle is a quick learner, and he’s still learning how the industry now operates. I believe that he will soon move beyond the now to envision the future. I wonder if he has any knowledgeable, gifted residents to whom he listens in addition to listening to his associates and his Board.
Then, there’s the CEO’s responsibility for attracting talent. Civilian experience is better than military experience in advancing talent. If Mr. Stengle has an eye for talent and how to motivate and retain the best, he will be well on the way to restoring Brookdale to the potential it once had.
That last mention brings me to my dearest hope for Brookdale. My hope is that Mr. Stengle can handle the Brookdale Board and get them to resist intervening while insisting that they know best. So-called real estate experts have not fared well when they’ve interfered with management at Brookdale.
Opportunity Beckons
The future is bright for Brookdale if Mr. Stengle is allowed full freedom and support. Perhaps that’s where his fighter pilot background may come in handy. He should have the courage to stand up to intransigent board members when they push too hard with their egos.
On today’s call, Mr. Stengle knew his occupancy figures. He noted that at the time of the Emeritus merger, occupancy was at 89%, and that it’s now about 83%. The most recent quarterly resident fee revenue was roughly $730 million. Getting back to occupancy levels at the time of the merger would add $43 million to quarterly revenues,  $172 million over the year. That’s not chump change, and Mr. Stengle seems to have the flexibility of vision to recognize that potential for profit gain. Perhaps, he can do better than in the past. Many communities are at 95%.
Transforming Life’s Last Stage 
We still have to hear what Mr. Stengle’s vision will be for a transformative future that brings Brookdale positive buzz as the best place for aging. For some years, we’ve watched LCS™ grow both with sound acquisitions and stellar occupancy, while Brookdale has floundered and shrunk.
LCS™ leader, Chris Bird, came to LCS™ from Brookdale. Now, Brookdale may have the leadership it might have had if it had handled talent more adroitly. That means that these two organizations may now be in a fair race. Brookdale is publicly traded, while LCS™ remains privately held.
While a competitive race can be effective, one can’t help but imagine what these two leaders and their organizations might have been able to achieve as partners. It will be exciting to see what Mr. Stengle is able to achieve as he grows in the job.

The Most Brilliantly Insane Leadership Pay Structure

By Steve Moran
Can you imagine interviewing a senior living executive director, or a manager of any division or location, and after finding the one you want to hire, saying to them, “The job is yours if you would like it, but one more thing. You will have to pay $25,000 to get the job.”
This is exactly what Texas Roadhouse does with each of their restaurant managers.
I get it, restaurants are not like senior living, or any other business. A manager who cuts a few minutes off ticket times or gets a table turned faster is directly, measurably moving the number that determines their paycheck.
Senior living is a lot messier. Every business has its own kind of messy, some more, some less, which means you have to be careful about what you borrow. You cannot bolt Texas Roadhouse’s exact formula onto a company and expect it to work the same way.
I don’t have the formula. I’m not sure anyone in our industry does yet. But somebody is going to figure this out first, build a comp plan where their best leaders have real skin in the game, and the rest of the industry is going to spend years trying to catch up. I’d love to see it be someone reading this.
Continue reading on Practical Passionate Leadership (Substack) for free …

When Words Fail, Photography Tells the Story of Dementia

By Rebecca Wiessmann
On this episode of Foresight TV, Steve talks with Gina Martin, founder of the Bob and Diane Fund, and photojournalist Leah Hennel, the fund’s 2025 grant recipient. Their conversation explores how photography can make Alzheimer’s and dementia visible — not as abstract diagnoses, but as human stories of love, caregiving, grief, adaptation, and daily life. You can watch the full livestream HERE.
Gina started the Bob and Diane Fund 10 years ago while working at National Geographic. Her mother had Alzheimer’s, and her father was her caregiver. Surrounded by world-class photography, Gina saw how images could help people understand something they might otherwise keep at arm’s length.
So she created a grant for photographers working on projects related to Alzheimer’s and dementia.
The organization’s goal is not simply to document disease. It is to create visual awareness. It is to help people feel empathy. To bring to light something that too often lives in the shadows.
Over the past decade, the fund has supported 10 grant recipients. Their work has appeared in roughly 150 publications worldwide, including The Washington Post, The New York Times, NPR, BBC, and other major outlets.
This year’s recipient, Leah Hennel, brings a deeply photojournalistic approach to the work.
Her project, “In the Time We Have,” follows Joan and Alan, a married couple in Calgary, Alberta, as they navigate life with Alzheimer’s.
The Ordinary Moments Are The Story
Steve connects to the work immediately.
His 93-year-old stepfather has dementia. For a time, he lived in Steve’s home. Eventually, Steve and his wife reached the point many family caregivers reach: they could no longer keep him safe at home or keep themselves safe while trying to care for him.
He now lives in a small senior living setting.
That lived experience changes the way Steve sees Leah’s photographs. They are not distant or theoretical. They are familiar.
A doll in a laundry room. A nap in a favorite sunny spot. A ride in the car. A kiss on the cheek. A spouse hovering nearby, always watching, always adjusting, always protecting.
Leah says she is drawn to human emotion. Not only sadness. Not only joy. The full mix of what people experience every day.
Her connection to dementia is personal, too. Her father-in-law had dementia, and she watched her husband’s family wrestle with the disease. One of the things that surprised her most was the silence around it. Some family members did not want to tell friends. People did not know how to respond. Friends wondered whether they should still invite him for coffee or visit if he might not remember them.
That stigma became one of the reasons Leah wanted to do the project.
The Shrinking World Of Dementia
One image that hits Steve especially hard shows Joan holding a doll.
For Steve, it captures something many families know but struggle to explain: the shrinking world of dementia.
His stepfather had once been a Silicon Valley executive. Later, he moved into a one-bedroom in Steve’s house. Now he lives in a senior living community with a few photos and mementos.
The world contracts.
But Leah’s photograph does not reduce Joan to loss. Joan is still living, still holding, still feeling, still moving through ordinary moments that matter.
Leah explains that Joan often holds dolls or stuffed animals. She wraps them like babies. She carries them around the house. These small comforts become part of daily life.
That is the power of the project. It does not turn dementia into a clinical issue. It shows the laundry room, the grocery list, the favorite sweater, the hallway, the car ride, and the routines.
People are still living their lives.
Love Does Not Disappear
One of the most powerful photographs captures a fleeting moment between Joan and Alan.
Joan says Alan’s name — something he had not heard from her in years — and then kisses him on the cheek.
Leah admits the photo is not technically perfect. The moment happened too fast. But emotionally, it lands exactly where it needs to land.
Gina says this is what drew her to Leah’s project. It captures true love.
So much dementia storytelling focuses on loneliness, disappearance, and loss. Those things are real. But in this story, Alan remains by Joan’s side. He advocates for her. He adjusts his life around her. He helps her keep living.
Gina says people often think of Alzheimer’s as a death sentence. Eventually, it can be. But Leah’s work shows something else, too: Joan is living with Alzheimer’s. Alan has not disappeared from life either. They are living through it together.
That distinction matters for families. It matters for senior living leaders. And it matters for anyone trying to communicate about dementia with more honesty and humanity.
Living In Their World
One of the most practical lessons comes near the end of the conversation.
Steve asks what senior living operators need to understand about dementia from the perspective of families and caregivers.
Gina’s answer is direct: You are now living in their world.
People living with dementia cannot simply change the way they process information. They cannot be argued back into reality. They cannot be corrected into clarity.
The rest of us have to change.
That means learning how to communicate differently. It means resisting the impulse to rationalize, explain, argue, or correct. It means understanding that dementia is a disease, and if people could change what is happening, they would.
Steve connects this to an article he has started writing titled “I’m So Tired of Lying.” Editorial Note: This referenced article should already be published by the time this one is, please find the article and link to it.
Anyone who has cared for someone with dementia understands what he means. Families often have to step into an alternate reality over and over again. They redirect. They soothe. They answer the same question eight times in 20 minutes. They say whatever preserves peace and dignity in the moment.
It is loving.
It is necessary.
And it is wearying.
What Senior Living Leaders Should See
The lesson for senior living is not only about care plans or memory care programming. It is about seeing.
Seeing the spouse who has been carrying the emotional weight for years.
Seeing the daughter who is exhausted before the move-in even happens.
Seeing the resident not as a diagnosis but as a person still living a life full of preferences, habits, fears, joys, and flashes of recognition.
Seeing that love may look different inside dementia, but it is still love.
Leah’s photographs remind us that dementia care is not only about safety, medication, bathing, meals, or activities. It is about ordinary human moments — and the people who help make those moments possible.
A pink sweater so someone can be spotted quickly in a store.
A small card explaining dementia to strangers.
A tracker for safety.
A stroller-like chair so a couple can still get outside.
A caregiver who follows rather than forces.
A husband who adapts because, in his mind, there is no other option.
This is the work.
And when photography does its best work, it helps the rest of us see what was already there.

Senior Living Is a People Business

By Jack Cumming
The arrival of Sean Kelly at Front Porch was transformative. I should quickly add that I’m a resident at Carlsbad by the Sea Retirement Community, part of Front Porch. If you know Sean, you know that he is very bright, friendly, open, and engaging.
Culture Matters
One of the first steps he took was to bring in Anna Hall as “Chief Culture and Community Officer.” Sean also set out a vision statement for the corporation with culture at the top of the heap.
The sad truth is that there are often two cultures co-existing in senior living corporations and communities. The one culture is that of the executives and employees who exercise the ownership authority. The other is the more rapidly shifting culture among the residents. Residents move in, live out their remaining years, and then pass on or move out to spend their last moments in a less institutional setting.
Still A Dream
My dream, as a resident, is to break down that dividing line to form a unifying culture in which residents are valued for who they are. Residents bring their whole selves into residency, and their talents can be as varied as the talents of the pool from which senior living draws its employees and executives.
Anna Hall understands this instinctively. She is a remarkable woman. She’s also a consummate storyteller. One lesson I’ve learned from Steve Moran is the importance of storytelling. As I’ve gotten to know Anna Hall, I’ve been drawn to her podcast in which she tells stories on behalf of her employer, Front Porch, but many of these same stories provide wisdom for all who serve, interact, or engage with people who are aging.
Anna Hall has an empathetic nature, perhaps attributable to her own life journey. Not only does Anna listen to the most intimate concerns of residents and others, but she also openly shares her own travails. We all have ups and downs in our personal stories, but many are reluctant to share the downside. Anna has the warmth of an open soul who has the courage to share. That’s remarkable.
Story Power
Changing a culture can be difficult and takes time. I’m sure that there are some on the Front Porch Board who see the cultural bright line as necessary, one that subordinates capable residents. That’s just speculation, but it reflects what I was shocked to encounter when I moved in nearly twenty years ago. Anna Hall’s gift for bringing out stories can melt the hearts of even the most hardened moguls.
Over recent years, there has been a welcome trend toward humanizing residents. For Front Porch, Sean Kelly and Anna Hall’s efforts toward humanization have been like a waft of fresh air entering a musty room. It’s as though residents can begin to breathe again.
Staff, too, benefit from the change. The lower the level in the hierarchy, the more likely employees are to work closely with residents. They come to know and like them. They can even become friends.
Fraternization
At one time during my residency, fraternization with residents could be grounds for dismissal, and I’m sure that there are still providers where that remains true. Perceptions have to change before residents are seen by corporate, particularly, for their humanity. Residents are more than a sale or a revenue source. If lower-level employees are closest to the industry’s customers, then corporate offices are the most distant.
The industry spills a lot of ink speculating about how an emerging generation of new residents will change it. In the meantime, though, the industry has been slow to react. Instead of speculating from a distance, Anna Hall is out there modestly getting to know people and bringing their stories to the fore. It’s not the touchy-feely getting to know residents that some people insist on, i.e., positive, happy, complacent residents only. Anna listens to the feelings of disappointed residents and those who feel unheard.
Back to Basics
The title of this article is “Senior Living Is a People Business.” We can get so caught up in financing issues or development opportunities that we can easily lose sight of the primacy of people. Residents can seem so distant that it’s easy to overlook the role they can also have as investors.
Residents may have ideas for making buildings more inviting. People, residents, create a home; architects create drawings. Many modern buildings are cold and industrial. Resident ideas should be considered. Anna Hall is bringing warmth beyond drawings to Front Porch and the industry. The senior living industry is at its best when residents are creatively kept front of mind.
Thank You
Thank you, Sean Kelly, for bringing Anna Hall to us. I hope that she can make a practical difference by lifting Front Porch, perhaps under a new corporate name, to become a leading paradigm for the industry. A few others are there already. You know who you are, and you should feel proud of having that welcoming stature. The industry will grow stronger as more and more providers join that lofty elite of empowering providers.
Now, maybe we can delete the word “Retirement” from the name “Carlsbad by the Sea Retirement Community.” It sends the wrong impression. We are a community of vibrant residents served by a gifted staff who are worthy of human dignity and a lifetime of purpose and meaning.
One thing is clear. Many residents now have lifelong productivity. The time when people just “retired” to lifelong nothingness is in the past. Break down barriers. We can all thrive together.
This is one in a series of articles exploring how providers, residents, and resident families might work together for better aging.

The Three-Word Question That Unlocks Your Team

By Steve Moran
You know your people. You know their names, their roles, maybe their kids’ names. But do you actually know them?
Real relationships, the kind where people trust you, cover for you, tell you the truth even when it’s ugly, don’t happen without vulnerability. That’s true with your spouse, your best friend, and it’s true with the people who report to you. The problem is that vulnerability at work feels dangerous. What if you ask people to open up and nobody says a word? What if someone opens up too much, and now you’re in the middle of something you didn’t sign up for?
That fear is exactly why most leaders never try. And it’s exactly why the ones who do produce teams nobody else can build.
Here’s a way to do it that’s simple, fast, and almost impossible to get wrong.
Continue Reading on Practical Passionate Leadership (Substack) …

The Other Side of the Fence …

By Leslie Quintanar
My dad passed away on June 10th at 3:19 p.m. To say the least, we had a very complicated relationship. For the last seven months, I was the one who managed his frequent hospital and skilled nursing stays.
When I got “the call” early that morning that he had been taken back to the hospital and was intubated, I knew the time had come.
We had talked about hospice multiple times, and he wasn’t ever quite sure that he wanted to take that step. But I knew, beyond a shadow of a doubt, he would never have wanted to be hooked up to tubes and all the corresponding paraphernalia. That made the decision easy when I got to the hospital. I was able to get hospice started right away, and he passed peacefully within an hour of removing the tubes and IVs.
I am so very grateful that I got to be with him at his bedside, playing his favorite song, holding his hand, and reading him some scripture. I am hopeful he knew I was with him in those last moments.
Why I Share This …
I share all this not because I am trying to solicit sympathy, but because I work in the senior living space, and after 20+ years, this is the first time it’s been this personal. It has prompted me to reflect on how I can use this experience to become a better practitioner of my own vocation.
While I am sure I will have additional thoughts over time, here are my big takeaways …

You must advocate for your loved ones because no one else will. I cannot emphasize that enough. When I think about all the residents my organization oversees, I realize many do not have people who can or will do this, which makes me even more resolved to ensure that our care is not only compassionate but that we speak up for those who do not have a voice to do so themselves.
While having hard conversations is never easy, it’s imperative to make sure you know your loved ones’ wishes. I became my dad’s POA a few months ago, and I’m thankful we were able to have those conversations, so I didn’t have to wonder what he would have wanted.
Our healthcare system is broken. I work in this space and saw a number of things that shouldn’t have happened. Instances when I should have been consulted, but wasn’t.The best example of this was when I arrived at the hospital and found he was wearing a DNR band, yet was still intubated. Several similar things happened during his last six months, and I am convinced there would have been more if I had not been there.It is simply not safe to assume that people in healthcare positions will always make the right choices for your loved ones. You need to be educated and active in their care. I want to always assume good intent, but at the same time, trust needs to be earned.
There are so many amazing people who work in the senior living and long-term care space. My dad was not always the easiest to deal with, and I had a challenging relationship with him throughout my life, but the people who cared for him in these final months did not share that history. Person after person at both the hospital and the skilled nursing facility told me that he was one of their favorite patients and that they loved caring for him. It was both surprising and comforting that the man I had long known to be so difficult was well-loved by so many others.It has allowed me to think about him in a different light, to see him from a different vantage point, to lay down much of my history and baggage, and see a different man.
AI can do a lot of things, but it will never be able to replace the human element, the uniquely human ability to reach out and share sorrow. The big idea that we are all in this together.

I am still grieving, and it is painful to say I never had the relationship with my dad that I wished for. I’m so thankful that so many others walked the path of losing him with me. Family, friends, employees, and even Lyft drivers carried me through this experience.
I’m incredibly thankful to have “jumped” the fence to the other side and experienced this not as an operator but as a daughter.
As I return to work, I’ll carry this with me and allow it to serve as a reminder that we are in the business of caring for people. It’s often messy, complicated, and hard, but being there makes all the difference in the world.

Dealing With Problems Out of Your Control

By Steve Moran
What if the only thing standing between you and next month’s rent was how well you treated a resident today?
Of course, that’s not how senior living actually works.
We don’t lose a resident because of one bad Tuesday, the way a restaurant loses a customer over one bad meal. Most residents stay for life once they’re in. But a Wall Street Journal article about Texas Roadhouse got me wondering what would happen if we operated as if it were true. 
Right now, senior living is facing a ton of problems operators have no control over. Staff acquisition and retention, increasing labor costs, increasing insurance costs, increasing food costs … 
Most operators have dealt with it by increasing rates, which has largely worked out due to rising demand, but in the long term, one can’t help but wonder whether this cycle is sustainable.
That’s the backdrop I had in mind when I read a Wall Street Journal article about Texas Roadhouse, the number-one casual-dining chain in the US. There were so many good things in that article that it will become a short series.
Continue reading on Practical Passionate Leadership (Substack) for free …

Senior Living Should Not Require a Decoder Ring

By Rebecca Wiessmann
In this episode of Murry Off the Mic, Murry sits down with Margaret Cabell, chief community relations officer and head of sales at A Place for Mom, for a candid conversation about one of the most debated companies in senior living — and one of the biggest problems facing the industry. You can watch the full conversation here.
A Place for Mom is one of those names that can light up a room in senior living.
Some operators swear by it.
Some swear at it.
But Margaret makes one thing clear: families depend on it.
Not because families are lazy. Not because operators are failing. Not because the industry lacks good communities.
They depend on it because navigating aging is ridiculously confusing.
And that may be the real issue.
Families Are Not Prepared
Margaret says the thing that gets her up in the morning is informing families. Not selling them. Not pushing them. Informing them.
That word matters.
Families are often trying to make life-changing decisions with very little education, very little preparation, and very little time. They may be trying to understand the difference between home care, independent living, assisted living, memory care, adult day programs, and skilled nursing — often while a parent is in crisis.
This is not a small gap.
It is a giant, industrywide education failure.
Murry points out something that should be obvious but somehow is not: everyone ages, yet most people receive almost no education about aging. Families do not understand the system until they are already inside it, usually under pressure.
That is where the panic begins.
Even Experts Struggle
One of the most powerful moments in the conversation comes when Margaret talks about her own family.
After years as an executive director, operator, and senior living leader, she found herself struggling to have aging-related conversations with her own mother and sister. Her mother had slipped during an ice storm and fractured her wrist. It was not catastrophic, but it was enough to expose how quickly independence can become fragile.
Margaret knew exactly what she would tell another family.
But when it was her own family, the conversation became harder.
That is the part senior living professionals sometimes forget. These are not just logical decisions. They are emotional decisions. They are identity decisions. They are family-system decisions.
And often, nobody wants to be the first person to say, “We need to talk about what comes next.”
The Crisis Is Usually Predictable
Margaret’s experience with her father’s terminal cancer made the issue even more personal. Suddenly, she was the family member trying to figure out home care, discharge plans, and support services with almost no time.
That is the reality for thousands of families.
A hospital says discharge needs to happen in 24 hours.
A parent can no longer live safely alone.
A caregiver is overwhelmed.
A fall changes everything.
Then the family begins the search.
Senior living likes to think of itself as a lifestyle product. And in many ways, it is. But for many families, the first search still happens because something broke.
A body broke.
A caregiving plan broke.
A spouse broke.
A daughter’s capacity broke.
The question is not whether senior living has value before a crisis. It does. The question is why families wait so long to see it.
The Taboo Around Aging Is Expensive
Margaret points to a social taboo around aging. People do not want to talk about getting older. They do not want to admit they need help. They may not even want to admit they would enjoy a simpler life.
This is a massive opportunity for senior living. Because the story does not have to be, “Move here because you can no longer manage.” It can be, “Move here because life can be easier, fuller, safer, more connected, and more fun.”
But that story has to be told earlier.
It has to be told more clearly. And it has to be told in language that families understand.
The Industry Needs to Become a Translator
Margaret describes herself as a translator in the world of aging. That may be exactly what the industry needs more of.
Families do not need more jargon. They do not need more acronyms. They do not need a sales process that assumes they understand the product before they make the first phone call.
They need translation.
They need someone to explain what options exist, what each option means, what it costs, what it does not include, what questions to ask, and how to think about the next step.
That does not eliminate operators. It does not eliminate sales teams. It makes them more useful.
Transparency Is the Opportunity
Near the end of the conversation, Margaret says the thing she would fight for is transparency.
That may be the whole ballgame.
Families want to know what is real. Operators want better matches. Referral partners want better outcomes. Residents want the right fit.
Transparency helps all of them.
It helps communities own who they are.
It helps families make better decisions.
It helps the industry move from a crisis-based transaction to a more thoughtful, lifestyle-based conversation.
Senior living does not have a demand problem.
The aging population is massive. The need is real. The desire for control, connection, safety, and simplicity is not going away.
The problem is that too many families still do not know what senior living is, when to consider it, how to evaluate it, or why it might make life better before everything falls apart.
That is not a demand problem.
That is an education problem.
And it is fixable.

S8E11- How AI Is Solving Senior Living’s Biggest Hiring Challenge | Raphael Rubens, Founder of Candid

Based on the interview with Raphael Rubens discussing Candid’s evolution from AI storytelling to workforce and satisfaction solutions for senior living operators.

The senior living workforce crisis isn’t just about finding more applicants—it’s about reaching the right people faster and keeping them engaged.

In this episode of Foresight Radio: Tech Tuesday, Steve Moran sits down with Raphael Rubens, Founder of Candid, to explore how AI is transforming recruitment, employee retention, resident feedback, and operational decision-making across senior living.

Raphael shares the remarkable journey that began with helping his grandmother preserve her life story through AI and evolved into a platform that’s helping senior living providers:

Contact job candidates within minutes of applying
Automate AI-powered interviews without replacing human hiring decisions
Improve 90-day employee retention
Reduce recruiting bottlenecks
Capture actionable resident, family, and employee feedback
Turn satisfaction surveys into operational insights and Google reviews
The conversation also tackles one of the industry’s hottest debates:

Can AI actually make hiring more human?
If you’re a senior living executive, HR leader, recruiter, operator, or technology innovator, this episode offers practical insights into how AI can strengthen—not replace—the human side of care.

The Shocking Carriage Driver Story

By Steve Moran
A few weeks ago, CNN published a tragic story about a teenager thrown from a Central Park carriage who later died. Here is a brief summary.
Romanch Mahajan was 18 on the third day of his first trip to New York, celebrating his high school graduation and his acceptance to university. He was riding in a horse-drawn carriage with three family members when the driver dismounted to take a photo of the group. While the driver was off the carriage, the horse bolted. Mahajan was thrown to the ground. He survived the initial fall and was taken to the hospital in critical condition, but his injuries were too severe. He died a few hours later.
The Shocking Response
I was shocked by how the Transport Workers Union, the organization representing carriage drivers, responded.
The same day, the union’s Alexander Kemp condemned the driver’s conduct without hedging. “A driver is not supposed to leave the carriage to take photos – ever,” he said in a statement. He called for a full investigation. Within that same window, according to the union, the carriage owner suspended the driver indefinitely and made plans to retire the horse.
Days later, as the union laid out its safety response, it kept the same tone. They did not soften the language or quietly move on. They stayed with it publicly, in a follow-up statement, while committing to a “Vision Zero approach” going forward.
Notice what they did not do. They did not go quiet. They did not let the silence do the talking. They named the specific failure, they named the consequence, and they said this is not who we are.
Can You Imagine?
Can you imagine any leader from any organizational body in senior living doing this? A story splashes across local or national news about abuse or neglect by an operator, and the industry’s response is to name it, condemn it, and say publicly: that operator is not us, and we want them exposed and driven out of this business.
I have never seen it happen. Not once. Not even when the negligence is obvious and inexcusable. The industry goes quiet, as if silence makes it look less bad. I think the real message silence sends is that we don’t care all that much.
Even Better
What if, when these things happen, we did an investigation and published our findings? Recommendations aimed at preventing the next tragedy, out in the open, with our name on it?
We have a massive perception problem right now. Older people tell us over and over that they don’t want to go into senior living. This silence is part of why. They see bad things happen, and they see an industry that would rather look away than own it.

Senior Living Is Hard, Not Complicated

By Rebecca Wiessmann
In this episode of Heard in the Halls, Lindsey Daugherty talks with Serina Durrah, VP of Operations at Clayborn Senior Living, about what senior living leadership looks like when it is shaped by real frontline experience. Watch the full conversation here.
One of the best lines in the conversation comes from Serina:
Senior living is very hard. But it is not overly complicated.
That should sting a little.
Because senior living has a habit of making things more complicated than they need to be. More reports. More dashboards. More initiatives. More meetings. More language that makes perfect sense at the corporate level and almost no sense to the people trying to get through dinner service with two call-offs.
Serina is not arguing that the business is simple. It is not.
She is arguing that people working in senior living are often asking for something very basic: Tell me what is going on. Tell me why it matters. Tell me how I can help. Then trust me enough to do the work.
Trust Comes Before Performance
Lindsey asks Serina how she brings a big goal back to her teams and gets them motivated.
Serina starts with trust.
That sounds obvious, but it is often the missing ingredient in senior living operations. Leaders want results, but they have not built the trust required to get those results. They want urgency, but they have not created understanding. They want teams to solve problems, but they have not invited them into the real conversation.
Serina says executive directors and frontline staff often have the answer. But they cannot help solve the problem if they do not understand the why behind the goal.

Why does occupancy need to move now?
Why does margin matter this month?
Why can’t the organization take eight more months to get there?
Why does this decision affect the broader business?

Too often, those conversations stay at the executive level. Then goals get pushed down with very little context.
That creates compliance.
It does not create ownership.
Explain The Why, Then Ask The How
Serina describes a better leadership rhythm: Explain where the organization needs to go, explain why it needs to get there, then ask the people closest to the work how they would do it.
That is radically practical.
It is also surprisingly rare.
At the executive level, leaders can over-engineer solutions. They can sit around a table and design a complicated plan for a problem that a caregiver, nurse, sales director, or executive director could solve in 10 minutes.
Not because frontline leaders are magically smarter.
Because they are closer.
They know which residents are struggling. They know which families are frustrated. They know which team members are burned out. They know which process is nonsense. They know which “simple change” will actually create chaos at 7 a.m.
When leaders explain the why and invite teams into the how, the whole organization gets smarter.
Stop Climbing Ladders
Lindsey uses a phrase that belongs at every leadership retreat: “Stop climbing ladders. Start building tables.”
The ladder mindset says leadership is about rising above everyone else. More title. More authority. More distance from the work.
The table mindset says leadership is about bringing the right people together.
That matters because senior living is too interconnected for siloed leadership. Clinical cannot succeed without operations. Operations cannot succeed without sales. Sales cannot succeed without care. Dining affects resident satisfaction. Housekeeping affects family trust. Maintenance affects safety and first impressions. The executive director is trying to conduct the entire orchestra while the building is already playing.
Serina says one of the most important leadership lessons she has learned is being willing to admit what she does not know.
That is harder than it sounds.
As leaders move up, there is pressure to act like they know everything. But great leaders do not know everything. They know how to build teams with people who are stronger than they are in specific areas.
Then they stay connected.
Then they trust them.
The Ego Problem
This is where leadership gets uncomfortable.
It takes confidence to say, “I do not know this part of the business well enough.”
It takes humility to put someone on the team who knows it better.
It takes discipline to let that person actually do the job.
A lot of senior living leaders say they want strong teams. What they really want is agreeable teams. There is a difference.
Strong teams challenge assumptions. They explain what will not work. They bring reality into the room. They tell the truth before the resident, family, or regulator does.
That kind of team is not built by title. It is built by trust.
Relationships Are The Operating System
Lindsey points out that relationships are not complicated. Senior living makes them complicated.
Most people simply want to know what is happening, why it matters, and how they can help.
That applies to caregivers.
It applies to executive directors.
It applies to regional teams.
It even applies to ownership groups.
Relationships do not replace performance. They make performance possible.
When leaders feel empowered, they will go through walls. When they feel trusted, they solve problems. When they understand the why, they make better decisions without waiting for permission on every little thing.
This is where the best senior living organizations set themselves apart.
They do not just push goals — They build belief.
They do not just demand accountability — They create clarity.
They do not just climb higher — They build bigger tables.
The Bottom Line
Senior living does not need more leaders who can sound smart in meetings.
It needs leaders who can translate the business to the frontline and translate the frontline back to the business.
That is what Serina’s story offers.
A reminder that leadership is not about knowing everything. It is about staying close enough to the work to know what matters, humble enough to admit what you do not know, and brave enough to trust the people around the table.
Senior living is hard.
But maybe it is not quite as complicated as we keep making it out to be.

CCRC Alternatives Are on the March

By Jack Cumming
There is a growing number of alternatives to moving to a CCRC for seniors to consider before making a move. The CCRC option can be difficult. It often requires paying a large entrance fee, giving up homeownership, and accepting corporate direction. Co-housing is one option that allows seniors the benefit of shared living with mutual support. Apartment living and Active Adult (55+) communities are also popular.
The Village Opportunity
Often overlooked in this assortment of options is the “village movement,” which primarily appeals to older people who are still physically and cognitively capable. The village movement allows people to stay put in their accustomed homes while enjoying social gatherings and minimal support services. In that sense, villages supplement the services of senior centers. It’s not surprising, therefore, that an increasing number of villages are affiliated with senior centers and the area agencies on aging that support them.
Many area agencies on aging have begun to help with the formation of villages as an empowerment opportunity for older people. As time goes on, the growing presence of villages may pose a challenge for CCRC marketing, or, paradoxically, enhance it. Surprisingly, almost no CCRCs sponsor the formation of villages, even though they can be a powerful channel to funnel prospective residents who become age-afflicted (weak or confused) toward a CCRC or assisted living community.
The CCRC/AL Solution to the Village Pitfall
Many people pass the magic age of 70 but don’t feel any different from how they felt ten years earlier. That can make it attractive to put off any decision, like moving to a CCRC, until later. When later comes, though, they may find it difficult to shop for an alternative. The village model gives them an alternative to prepare for later. Imagine how comfortable they can become with a well-managed CCRC if that CCRC is a sponsor for their village.
The attraction of villages is that they are not outright alternatives to the CCRC or assisted living models for managing the challenges of aging. Instead, villages can complement and support a CCRC. Villages appeal to younger oldsters, and they can be more effective if there is an obvious care-intensive home for aging’s next step. Villages and CCRCs can complement each other. They are not natural competitors.
Learning More
How can you learn more about villages? The village movement’s national organization is the Village to Village Network, which is a grassroots organization. You can start with their website, which has many useful materials. One thing you will learn is that villages vary in size from very small to several hundred members, supported by a large cadre of volunteers. You can also learn that there is no standard village model aside from the demographic to which villages appeal. It is often said that there is no standardization for CCRCs. That’s even more the case for villages.
Beyond what you can learn about villages from a Google search with a little help from AI, the Village to Village Network also hosts educational events and an annual conference. There’s a small conference in conjunction with the LeadingAge meeting, which will be in Philadelphia this year. More prominently, though, is the Virtual Conference, which this year will gather for three days of educational content from September 22 to 24. Not only is the virtual agenda rich, but it also spares you the inconvenience and expense of travel.
Virtual Conference
To give you a sense of the high caliber of this year’s Virtual Conference, consider the recent announcement that Edwin L. Walker will be the keynote speaker. Mr. Walker was the Deputy Assistant Secretary for Aging until he ended his 40 years of federal service by saying that he is not “retired, but rewired.” As Mr. Walker’s participation suggests, villages are not seen as commercial in the way many CCRC and assisted living organizations are.
Mr. Walker guided the development of home and community-based long-term care and elder justice programs, enabling older adults and their caregivers to age with dignity and independence and be free from abuse, neglect, and exploitation. Click here for the full agenda.
Village to Village Network is offering an early-bird registration rate for only $50, $75 for non-members, which I think you’ll agree is a bargain for an event that might be so beneficial for your organization and your own future. Early bird rates end August 15, so it’s best to register now while you’re thinking of it. Even if your employer doesn’t reimburse travel and registration, this is affordable.

What’s Your Trophy? Do You Even Have One?

By Steve Moran
Jerry Morgan has been riding Harley-Davidsons with a crew of fellow Roadhouse employees for more than twenty years. One year, they rode from New York to California. He’s 65, and he opened the chain’s first Texas location himself, in Grand Prairie, back in 1997.
Here’s what he said about a plate of food. “When you serve somebody a country fried sirloin, and it’s got gravy, that gravy should have steam coming off of it. You should smell it in your nostrils.” Then he added, “We still have a lot of work to do, but every single experience, to me, that food is our trophy.”
I read that, and it stopped me cold!
Food should be the trophy. Not just eaten. Felt. Experienced.
What’s the trophy in senior living, or whatever your business is?
Continue reading on Practical Passionate Leadership (Substack) for free …

S8E10-Senior living marketing is changing fast. The question is: Are we changing with it?

 

Senior living marketing is changing fast. The question is: Are we changing with it?
In this episode, Nicole O’Brien joins the conversation to share what she learned from her years working inside senior living marketing—and how stepping into the tech startup world gave her an entirely new perspective on the industry.
Nicole talks candidly about what makes marketing stand out, why so much senior living content starts to look and sound the same, and what today’s leaders can learn from industries moving faster and thinking differently.
The conversation explores the lessons Nicole wishes she had known earlier, the importance of staying curious, and why the best marketers can’t simply repeat what worked five years ago.

This episode dives into:
• What senior living marketing gets right—and where it still falls short
• Why standing out requires more than better branding
• The lessons Nicole learned after moving from senior living to the startup world
• How technology is changing the way marketers think and work
• Why curiosity and adaptability are becoming essential leadership skills
• What Nicole would do differently if she returned to senior living marketing today

For senior living executives, marketers, operators, entrepreneurs, and innovators, this is a conversation about looking beyond the industry bubble and rethinking what’s possible.

Standardization Built Senior Living — Sameness May Hurt Its Future

By Rebecca Wiessmann
Steve Moran and Gaurie Rodman dig into this in the most recent episode of Directly Speaking. Watch the full episode here.
The Best Senior Living Communities May Start Thinking More Like Villages
If senior living wants to win with the next generation of residents, it may need to stop thinking so much like an isolated campus and start thinking more like a village.
That idea sits at the center of Steve’s conversation with Gaurie Rodman from Direct Supply. And it is not just about architecture. It is about daily life.
What makes a place feel alive?What makes it feel social?What makes it feel like somewhere a person chooses to live rather than somewhere they reluctantly accept?
Gaurie keeps coming back to a simple point: the answer is not doing everything alone.
Stop Trying To Do Everything In-House
Senior living has long been built around the idea that one building should provide every experience internally. Dining, activities, hospitality, wellness, social life — all under one roof, all managed by one system.
That sounds efficient. Sometimes it is.
But it also produces sameness.
And sameness is exactly what many future residents are going to resist.
What excites Gaurie most right now is seeing operators and developers rethink that model through partnerships. Instead of treating the building as a sealed container, they are beginning to imagine it as part of a larger ecosystem.
A coffee shop might operate more like a local bistro. A community dining program might incorporate restaurant partnerships or even food trucks. Outside businesses might bring energy into the building, while residents stay connected to the rhythms of normal life.
That does two important things at once. It improves resident experience, and it reduces the pressure to make every single service function entirely self-contained.
That is smart.
Food Is More Important Than the Industry Thinks
Steve has long argued that senior living often underserves residents when it comes to food. This conversation gives that idea real dimension.
The old model is operationally tidy: fixed meal schedules, standardized service, predictable production. It makes sense on paper.
It makes less sense if the goal is to let people live like actual human beings.
Most people do not eat breakfast the same way a senior living dining program serves breakfast. Many want coffee first. Some want something light. Some want something later. Some want to eat alone. Others want a social meal.
Boomers, in particular, are going to expect choice.
They are not going to quietly accept one-size-fits-all dining just because that is how the schedule works. They have lived too long, eaten too broadly, and become too accustomed to personalization in every other part of life.
Gaurie believes the industry is finally moving. À la carte approaches, more individualization, more flexible procurement tools, more varied food experiences — all of that points toward a better future.
And frankly, it needs to.
Food is not a side issue. Food is identity, comfort, pleasure, routine, culture, and community all rolled into one.
A Village Inside a Village
One of Gaurie’s best phrases in the discussion is the idea of creating “a village inside a village.”
That is exactly the right mental model.
Instead of a building with a few scattered amenity rooms, imagine a place with distinct destinations and experiences. A wellness suite that feels like a real destination. A man cave for games and football. A painting and yoga room with an entirely different mood. Spaces that connect to the outdoors. Areas with enough character that people can see themselves in them.
Not every resident wants the same atmosphere. Not every resident wants the same kind of socialization. Good design recognizes that.
The goal is not just to fill square footage. The goal is to create a small world with variety, personality, and options — the kind of environment where residents can move through the day based on mood, interest, and identity.
That is what real living looks like.
Buildings Should Invite the World In
There is another important idea tucked into all of this: community integration.
Too often, senior living has been built apart from everything else. Not always geographically isolated, but emotionally and socially disconnected from the surrounding neighborhood.
That needs to change.
The future is likely to favor communities that feel porous, connected, and engaged with the places around them. That might mean neighborhood-facing dining venues. It might mean local partnerships. It might mean spaces where family members, visitors, and community residents naturally mix with older adults.
Not because it is trendy. Because it is human.
People do better when they remain part of life.
Better for Residents — Better for Staff
There is a hidden operational win here too.
When a community uses partnerships well, it can improve staff life. Gaurie gives one small but powerful example: if an outside food partner can occasionally cover a meal period, food service staff may gain more predictable time off.
That matters.
Senior living has spent years talking about staffing primarily as a shortage problem. And that reality does exist. But it is also a quality-of-life problem. Better design and better operating models can reduce friction, improve workflows, and create healthier jobs.
That is not a bonus. It is part of the strategy.
What This Really Means
The bigger lesson is not “add a food truck.”
It is this: stop designing communities around institutional convenience and start designing them around how people actually want to live.
People want spontaneity.They want choice.They want atmosphere.They want ordinary pleasures.They want a little surprise.They want the freedom to decide who they are that day.
Senior living does not need more generic amenities.
It needs more life.

AI and Wisdom

By Jack Cumming
How much time have you spent trying to understand what artificial intelligence (AI) is and how it works? I’m guessing the answer is “lots of time.” I’m going to guess further that you think you are wise, but you don’t connect AI with wisdom. In fact, at first, I thought of AI as no more than a machine that thinks- an old idea- and machines aren’t wise. Then I stumbled across a 14-minute presentation on YouTube that provided more insight than everything else.
Chloe Lubinski
The speaker is Chloe Lubinski, who self-describes her role as leading “research partnerships with the world’s wisdom traditions.” She works for Anthropic. Anthropic’s product is an AI model called “Claude.” The Anthropic group broke away from OpenAI and its “ChatGPT” product to form a separate corporation to allow itself to be more principled and less commercial.
You may remember the confusing weekend when the controversy broke out into public view. It’s not surprising that Chloe Lubinski has a job (1) to explain AI to those who struggle to understand it, and (2) to connect AI with wisdom and human understanding. That mirrors the qualms that took Anthropic’s founders away from OpenAI. It mirrors, too, the complementary talents of the brother-sister team who lead Anthropic.
The PowerPoint Distraction
There’s another, less world-changing, bit of wisdom embedded in the 14-minute video. Ms. Lubinski evidently used PowerPoints in her talk. Doesn’t everyone today? As you concentrate intensely in order to grasp everything that she is sharing, think of how distracting it would be if there were slides to be read and absorbed while you tried to focus on her message.
There is a place for PowerPoints. They’re good with pictures and graphs. They’re terrible with words, which is what they usually share. The rationale is that there are people who learn from listening, others who learn from reading, and those who want a quick list-style summary. If you’re a thought leader, you probably concentrate on the speaker and not the slides.
Chloe Lubinski should give herself more credit. She doesn’t need the slides. Her message is more powerful without them. I would love to have heard the give-and-take with the audience. That wasn’t included, but just the 14 minutes we have will help you to better understand AI and how to make sure that any deployment of AI is constructive within your organization and life.
Tech Crazes, like AI, Are Not New
Listening to Ms. Lubinski took me back to the late 1960s and my personal experience then as a young actuary who loved progress. My task was to develop a set of rates for disability income insurance, and I wrote a computer program to replace the calculations clerks had been doing up to that point. We had a brand-new capability, Call360, offered by IBM, that allowed easy access to its computers for analytical work.
My immediate boss was enchanted. He had me run scenario after scenario, each with different assumptions, outcomes, and likelihood. That would have been impossible previously, when two clerks, a doer and a checker, would have taken a week to complete a single scenario that the computer could complete in ten minutes. The final stage was to get clearance from the Chief Actuary in his imperial office high up on the 37th floor of the building.
Visit to the C-Suite
In the 1960s, this was the culminating step. My boss and I went to the meeting with trepidation and machine printouts. We were met by the courtiers, mostly professional women executive assistants, who attended to the needs of high executives in that majestic era of long ago. We were seated in a conference room adjacent to the chief’s quarters.
Finally, the imperial presence, himself, swept into the room, brought the meeting to order, and then turned to my boss to start his presentation. “Mr. [Chief],” my boss began, “these results have been prepared by computer,” and he swung a printout in front of the chief. That was enough to sway the Chief Actuary, who may have been reluctant to show his ignorance of how it was possible for a computer to do anything other than mass recordkeeping.
Parallels Today
My sense is that that is where many executives may be today when it comes to evaluating AI claims. Every IT vendor seems to open each sales presentation by claiming how adept they are at embedding AI into their offerings. Some may be meaningful, like Epic’s use of AI to enable physicians to maintain eye contact with their patients, but other claims are little more than irrelevant nonsense. It takes a wise executive to know the difference.
If you can spare 14 minutes, use them to watch Chloe Lubinski. It will redirect your thinking about AI in a constructive direction, just as Ed Berkeley’s 1950 book, “Giant Brains; Or, Machines That Think,” did in an earlier era. I don’t think our Chief Actuary had read it, even though Berkeley was also an actuary and a friend of the chief.
Afterthought
We hear of three main models for everyday AI usage by ordinary people: “ChatGPT”, “Claude”, and “Grok.”

So far, OpenAI’s ChatGPT has a reputation for commercialization. Its distinction is that it was, first and foremost, controversial for having opened AI to the public on November 30, 2022. It’s led by Sam Altman.
Anthropic’s “Claude” has a reputation as a conscience-motivated breakaway from OpenAI. The company’s signature is safety. It’s led by a brother and sister, with the brother being highly technical and the sister leading the human side of the organization.
“Grok” is the brainchild of Elon Musk. He, too, broke with OpenAI in reaction to its commercialization. As with other Elon Musk enterprises, Grok is known for its engineering prowess.

Of course, there are others – DeepSeek is very popular in China, and Google has Gemini embedded in its search – but depending on how you view your own personality and character, you may be drawn to one model or another. Amazon is struggling to catch up with “Alexa +,” and Microsoft depends on OpenAI. This article focuses primarily on Claude. Click here for a longer Bloomberg Originals interview exploring Anthropic’s approach and its leaders.
Each model is like an individual. Each has its own character. Each has its own abilities. Just as people reflect their parentage and upbringing, with some people having more integrity and character, so each model reflects its parentage and training.
People inherit genes from their parents. AI models are stamped by the people who initiate them.
People reflect values learned as children, from their upbringing. AI models reflect the values they are trained on.
Thus, AI isn’t one thing. It’s as varied as human nature is. If it’s trained to be mean, it’s likely to seem mean-spirited. If it’s trained to be exemplary, then it’s likely to show integrity.
For CEOs grappling with AI, evaluating it can be like finding human talent. The quest for talent is the most important job of a CEO. Choosing an AI approach is also a talent search.

Break the Invisible Wall

By Steve Moran
Every organization, every department, every leader has frustrating problems or challenges that seem to resist all attempts at finding a solution.

Your customer service is just not as good as it should be.
Your customer retention is not making the grade.
You have too many people calling off.
People are getting bored with your product or service.

You have brainstormed, talked to experts, read books, asked AI and nothing seems to help. I picked up a crazy fun idea from a reel by executive coach Alisa Cohn, tried it with my own team, and it flat-out worked. It could very well give you the breakthrough you need too.
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What The Industry Is Talking About

By Steve Moran
AI is at its best when it processes vast amounts of information that humans could never do.  This is a look back at what people were talking about and thinking in senior living last week. 
The big meta-theme
The industry is talking like the demand problem is being solved — but the operating model problem is not.
Occupancy is back, capital is interested again, supply is constrained, and the oldest boomers are turning 80. That creates optimism.

But underneath that optimism, the conversation is full of anxiety about margins, labor, acuity, regulation, affordability, resident expectations, and whether operators are actually ready for the next customer.
1. Occupancy and demand are the loudest “good news” story
NIC is setting the tone: senior housing occupancy hit 89.5% in Q1 2026, up from 89.1% in Q4 2025, with demand rising while new development stays slow. NIC also says occupied units rose to about 637,000 in Q1 2026. (National Investment Center)
That data is showing up everywhere. McKnight’s framed 2026 as a “critical juncture,” with expectations that occupancy could surpass 90% and maybe approach the old 91.3% record. (McKnight’s Senior Living) SHN is making a similar point, saying average occupancy is near 90%, but also noting that median occupancy is already around 92%, which means the “upside” story may be less uniform than the average suggests. (Senior Housing News)
What people are really thinking: “The market is finally coming back — but are we mistaking occupancy recovery for business-model health?”
2. Supply shortage is becoming a moral, political, and business story
The second major theme is scarcity. NIC’s line is that demand is accelerating while development remains stalled, “limiting availability for older adults.” (National Investment Center) France Media / REBusinessOnline framed the sector as facing the “predicament” of strong demand and limited supply, citing higher financing and construction costs, baby boomer aging, and constrained new supply. (REBusinessOnline)
Public press is picking up the same idea in more consumer terms: senior housing scarcity, older adults buying or reserving before they need it, and families potentially facing fewer local choices. MarketWatch summarized the supply gap as hundreds of thousands of units needed by 2030 versus far fewer likely to be built at current development rates. (MarketWatch)
What people are really thinking: “If we don’t build, the industry wins on pricing — until families, regulators, and the media decide scarcity looks like exclusion.”
3. Capital markets are getting excited again
The investor conversation is much warmer than it was two years ago. France Media reported that seniors housing outperformed all other NCREIF property sectors in 2025 with a 10.6% total return, more than double the expanded property index return cited in the piece. (REBusinessOnline)
SHN reported that senior living M&A is still “competitive, selective, hot,” with some deals beginning to trade above replacement cost and competition strong for stabilized properties. (Senior Housing News) Reuters also covered Janus Living’s senior-housing REIT IPO filing, positioning senior housing as attractive to investors partly because it is a “real economy” sector less directly disrupted by AI. (Reuters)
What people are really thinking: “Senior housing is investable again — but mostly if you already own, can buy stabilized assets, or can survive brutal development math.”
4. Construction is the bottleneck everyone keeps circling back to
Even with demand rising, construction is still stuck. SHN reported that tariffs, construction labor shortages, and persistent cost pressures are tempering hopes for a 2026 development rebound. (Senior Housing News) McKnight’s similarly described construction as moving with “cautious stability,” with tariffs, labor shortages, and cost pressures still in the picture. (McKnight’s Senior Living)
The visible construction conversation is not “let’s build like crazy.” It is more like: “Can we pencil anything? Can we convert? Can we renovate? Can we buy? Can we create middle-market or affordable options without losing our shirt?”
What people are really thinking: “Everyone says we need more inventory, but nobody has fully solved how to build it at a price residents can afford and investors will finance.”
5. Margins are the shadow story behind the occupancy celebration
This is where LinkedIn snippets were especially telling. One LinkedIn post captured the undercurrent well: occupancy recovery is getting attention, but rising labor costs, staffing challenges, and increasing resident acuity make the economics more complex than occupancy alone suggests. (LinkedIn)
SHN is also writing directly about operators trying to use expense control and technology to push margins higher, with the framing that demand is high but “occupancy is just part of the game.” (Senior Housing News)
What people are really thinking: “We can fill buildings again. But can we make money while delivering the level of care residents now need?”
6. AI is everywhere — but the conversation is maturing
A year ago, the AI conversation was more “look what this can do.” Now it is more practical: infrastructure, workflows, ROI, staffing relief, care coordination, training, and safety.
McKnight’s covered AI as a profit-enhancing operating strategy, citing major healthcare AI investment in 2025. (McKnight’s Senior Living) It also reported that provider groups told HHS senior living and care need infrastructure support, payment alignment, and technical assistance to adopt AI well. (McKnight’s Senior Living) Congress is also entering the conversation: McKnight’s reported on a bipartisan bill proposing a federal study of AI’s effects on older adults. (McKnight’s Senior Living)
On the marketing side, the conversation is shifting toward AI search, local demand, and better leads, not just generic digital marketing. (conversionlogix.com)
What people are really thinking: “AI is no longer a novelty. The winners will be the operators who use it to redesign work, not just buy tools.”
7. Data and BI are becoming core operating infrastructure
SHN reported that more operators now see data and business intelligence as “cornerstones” of operations, using analytics and predictive tools for revenue, staffing efficiency, and resident care coordination. (Senior Housing News)
This is one of the most important under-the-surface shifts. The old industry was relationship-driven, instinct-driven, and census-report-driven. The new conversation is about dashboards, predictive analytics, pricing, labor optimization, acuity, and resident risk.
What people are really thinking: “The next generation of operators will run senior living more like an integrated operating system than a collection of buildings.”
8. Regulation and assisted living scrutiny are heating up
AARP’s recent report says assisted living now serves nearly 1 million residents, and that about 44% of assisted living residents have Alzheimer’s or dementia — a higher share than the nursing home comparison cited in the report. (AARP) That is a huge narrative shift: assisted living is no longer easily defended as mostly hospitality with light support.
McKnight’s is tracking more regulatory movement: 18 states updated assisted living regulations with increased focus on staff training, and other stories point to state-level changes involving staffing, emergency response, cameras, memory care, and reporting. (McKnight’s Senior Living) The Washington Post’s earlier assisted living and memory care investigations still echo in the background, especially around elopement, understaffing, and dementia safety. (The Washington Post)
What people are really thinking: “The industry can either tell a credible data-backed quality story now, or have one imposed on it later.”
9. Workforce remains the unsolved constraint
The staffing conversation has shifted from “shortage” to “operating design.” People are still talking about shortages, but the sharper conversation is about retention, training, career paths, tech-enabled productivity, and whether communities can support higher acuity without burning people out.
McKnight’s workforce guide mentions starting small with AI by identifying repetitive tasks that are good candidates for automation. (McKnight’s Senior Living) McKnight’s also has current coverage around technology driving staff retention and ROI. (McKnight’s Senior Living)
What people are really thinking: “We are not going to hire our way out of this. We have to redesign the work.”
10. The consumer conversation is harsher than the industry conversation
Inside the industry, the tone is cautiously optimistic: occupancy, margins, capital, growth.
In public press, the tone is more worried: affordability, safety, hidden costs, confusing choices, staffing, dementia care, and whether families can trust what they are buying. AP’s consumer guidance on choosing nursing homes or assisted living facilities emphasized staffing, visits, pricing changes, Medicaid policies, discharge risks, and trusting what you see beyond the lobby. (AP News)
The FT’s “boommates” story points to something senior living should not ignore: some older adults are solving aging, loneliness, and affordability through shared housing and other alternatives, not traditional senior living. (Financial Times)
What people are really thinking: “Senior living is not just competing with other communities. It is competing with every alternative families invent when they don’t trust or can’t afford the product.”
11. Social Media
From what is publicly visible, LinkedIn senior living conversation clusters around:
One: optimism with a warning label. Occupancy is rising, but many posts immediately pivot to labor costs, acuity, margins, and whether operators are actually healthier. (LinkedIn)
Two: digital transformation / AI. Posts and company pages are using language around integrated platforms, occupancy growth, care quality, sales, marketing, and operational efficiency. (LinkedIn)
Three: the “new operator” thesis. There are posts arguing 2026 will reward operators who modernize care, memory care, tech, and integration — and punish those still using the old playbook. (LinkedIn)
My read: Social Media  is less focused on policy nuance and more focused on “wake up, the playbook is changing.”
The Foresight Perspective – Really Worth Thinking About

“Occupancy is not the same as health.”
Great angle because it challenges the industry’s victory lap without being negative.
“The shortage is coming — but who gets left out?”
This connects supply, affordability, middle market, and public trust.
“AI won’t save senior living. Redesigning work might.”
This is exactly where operators are mentally headed.
“Assisted living is becoming healthcare whether we admit it or not.”
This is a provocative but defensible piece given dementia prevalence, acuity, and regulatory pressure.
“The next senior living operator is part hotelier, part healthcare operator, part data company.”
This ties together consumer expectations, acuity, AI, BI, workforce, and margin.
“The industry has pricing power. That is both a gift and a trap.”
As supply tightens, pricing improves — but public backlash and affordability concerns grow.

Finally
The senior living industry is in one of those rare windows where the market is giving it another chance.
Demand is rising.
Capital is interested.
Occupancy is recovering.
But the old operating model is not built for the next decade.
The conversation is not really about occupancy anymore. It is about whether the industry can become more sophisticated fast enough: better data, better labor design, better dementia care, better tech adoption, better consumer trust, and better affordability answers.
That’s the story underneath all the stories.

The 13 Bullet Points That Went Nowhere

By Steve Moran
A few weeks ago, I was at the California Assisted Living conference in Sacramento. The content was exceptionally strong. They were talking about really big challenges and really solid solutions.
Sitting at the same table with me was a C-suite executive with her notebook open, rapidly making notes. I could see at least 13 bullet points, and the talk was not yet over.
I got to wondering what she would do with those bullet points. Then I realized this was just a single session at a single conference. She would likely go home with 50 to 100 bullet points, even acknowledging that not every presentation would be as strong or as relevant as this one.
The Hard Part
I am not critical of what she was doing. I do the same thing, and I guarantee I attend a lot more conferences than she does. I have so much content right now that I need to write about, and a lot of it will never see the light of day.
The problem is…
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The Promise of AI in Senior Living Is Not Dazzle — It Is Time

By Rebecca Wiessmann
In a recent episode of Tech Tuesday, Steve talks with Veronica “Mo” Carr, an Avendelle Assisted Living franchisee in Raleigh, North Carolina, about how she is using AI agents in the real world — not someday, not in theory, but right now. You can watch the full conversation HERE.
There is a lot of noise around artificial intelligence in senior living.
There are conference sessions. There are big promises. There are worries about hallucinations, HIPAA, job loss, complexity, and whether any of it is actually practical for operators who are already stretched thin.
Then there is Mo Carr.
Mo operates small assisted living homes — three now, with a fourth on the way — each serving no more than six residents. Steve calls her one of the most sophisticated AI users he knows in senior living, and not because she is running a giant technology department. She is not.
She is using AI because she has to.
Phone calls. Text messages. Family communication. Staffing. Scheduling. Financial management. Training. Resident updates. The endless stream of operational work that comes with running care homes.
As Mo puts it, AI touches every operational task in her business.
From Prompts To Agents
A lot of senior living leaders have played with AI as a question-and-answer tool. They open ChatGPT, ask for an email, summarize a document, brainstorm a training outline, or rewrite a message to a family member.
That is useful. But Mo says her work has moved beyond that.
She has shifted from prompting to AI agents.
Her explanation is wonderfully simple: regular AI is a one-time helper. You ask a question, and it gives you an answer. An agent is more like a personal assistant who never sleeps. You give it instructions, connect it to the tools it needs, and it keeps working.
That changes the conversation.
Instead of asking AI to help draft a training outline one time, an agent can help identify a training need, pull the relevant information, and generate a checklist or outline. Instead of manually searching systems, an agent can pull information from QuickBooks, a CRM, email, or other platforms and help complete a task.
The magic, at least for nontechnical operators, is that Mo says this does not require writing code. It requires knowing what problem needs to be solved, giving clear instructions, and building the right workflow.
That is still work. But it is a very different kind of work than most senior living leaders imagine when they hear the word “AI.”
Family Communication In Real Time
One of the most compelling parts of the conversation is around family communication.
Every operator knows this tension. Families want to know how mom or dad is doing. Caregivers want to be responsive. But answering the same kinds of questions over and over takes time. Looking through notes, checking the EMAR, summarizing updates, and sending texts or emails can pull caregivers away from residents.
Mo is using AI agents to change that.
Her agents can pull information from documentation and push updates to family members by text. Families can also communicate back, asking questions like, “How is Mom doing today?”
That is not just a convenience feature. It changes the nature of the interaction.
When families already have timely updates, in-person conversations do not have to begin with staff scrambling through records. The caregiver can be more present. The family member can arrive better informed. The conversation can become more relational and less transactional.
Steve immediately sees the potential, especially for friends and family members who are not nearby but still want to stay connected. A simple weekly update, generated from notes and sent automatically, could give people peace of mind without creating another manual task for a caregiver or family member.
AI As A Clinical Signal Finder
Mo also gives a practical resident-care example: PRN medications.
If a resident is receiving an as-needed medication repeatedly for a behavior, an AI agent could help identify the pattern and flag it. It could notify the operator that the situation may need review. It could generate communication for the clinician. Depending on the workflow and compliance structure, it might even draft an email to the care team.
The point is not that AI replaces clinical judgment.
The point is that AI may be very good at noticing patterns that busy humans miss — especially when those humans are juggling residents, families, staffing, documentation, and the thousand other things that happen in a senior living day.
Of course, Mo is clear that checks and balances matter. AI is a tool. It still needs to be checked, vetted, and built into a responsible system.
That is an important distinction. The goal is not blind automation. The goal is better support.
Why The AI Buzz May Be Fading
Steve raises an interesting observation from the conference circuit: For a while, AI seemed to come up in every session. Then the energy seemed to fade.
Mo’s explanation is simple and probably right: People are overwhelmed.
The tools keep changing. Just as someone gets comfortable with one system, an update changes the interface, the workflow, or the possibilities. For people who enjoy tinkering, this is exciting. For everyone else, it can feel exhausting.
That does not mean senior living can opt out.
AI is already here. It is already embedded in tools and systems. The question is not whether senior living will use AI. The question is whether leaders will use it intentionally.
Mo believes some leaders will build these systems themselves. Others will need help. That opens the door for a new kind of AI consultant — someone who understands operations, audits workflows, identifies repetitive tasks, and builds practical automations that save time.
Not theoretical AI. Useful AI.
The Human Reason Behind The Technology
The most powerful moment in the conversation comes when Steve asks how AI is making Mo’s life better as an owner and how it is improving life for residents, team members, and families.
Mo starts with her why.
In a span of about three months, she lost her mother unexpectedly to pneumonia and then lost her best friend, the founder of Avendelle Assisted Living. During those bedside moments, calls, emails, and texts kept coming. She had to choose between being present and responding to the demands of the business.
That experience changed how she thinks about time.
AI, for her, is not about being trendy. It is about being more intentional. It is about managing the business well enough to have time for family, friends, travel, and the things that bring joy. It is about not constantly choosing between a task and a person.
That is the real promise.
For caregivers, AI can reduce repetitive work and generate training more quickly. For residents, it can give caregivers more time at the bedside. For families, it can provide better and faster communication. For owners, it can create room to breathe.
The Bottom Line
Senior living does not need more AI hype.
It needs more examples like Mo’s: practical, human, operational, and honest about both the possibilities and the risks.
AI agents may sound futuristic, but in Mo’s hands, they are already helping with training, family updates, documentation workflows, medication pattern recognition, scheduling, finances, and communication.
Steve ends the episode eager to bring Mo back for a live demonstration. That may be exactly what the industry needs next — fewer abstract conversations about AI and more real-time, practical lessons from operators who are already using it to make life better.
Because the best AI in senior living may not be the one that dazzles at a conference.
It may be the one that gives a caregiver five more minutes at the bedside.

You Can’t Market Your Way Out of a Bad Product

By Steve Moran
For just a few moments, I am going to go full-burn cynic.
And yet … in my cynicism, I hope you will find great optimism.
This craziness will all make sense as you read on.
Connection, Not Care — Friendship Not … All That Other Stuff
There is so much conversation about how baby boomers want a radically different experience and a sense that senior living needs some repositioning. I mostly think that, as long as we are primarily a care model, the boomers’ needs and wants are going to be minimally different. 
But … if … 
We start leading with connection instead of care. Talking about belonging and social wellness rather than safety features and clinical oversight. I think that conversation could transform the industry and the aging experience.
I am not sure we really get it. It feels to me like this is what is really happening …
We change the language, update the brochures, and train the sales team to lead with connection and community. Except that when prospects tour our communities, they see the same old, same old.
If the programming calendar is still bingo on Tuesday and a movie on Thursday, we have a problem.
If we call batting around balloons with pool noodles exercise or entertainment, we have a problem.
If the common spaces still feel institutional, not like hospitals or nursing homes, but rather like 4- and 5-star hotels … nice institutional but still institutional. A kind of fake “just like home,” we have a problem. 
If the most active thing on the activity schedule this week is a bus trip to the casino, we have a problem.
The Prospects We Want
The prospects we most want to attract, the earlier, healthier, more independent ones who could benefit most from choosing community before a crisis, are exactly the ones who will see through the gap between the pitch and the reality the fastest.
They’re sharper. They’re more discerning. They have higher standards for what a good day looks like. And they will go home from that tour, sit down at their kitchen table, and say to their spouse:
“The salesperson was great. The place itself … I don’t know.”
And then they’ll recommit to aging in place for another two years.
This matters because the reframe the industry is reaching for, connection-first, wellness-oriented, community-centered, is only as powerful as the lived experience it’s attached to. It’s not a repositioning if it’s just repositioning. It has to be a genuine redescription of something real.
The Hard Question
So the honest question every operator needs to sit with is this: if a healthy, active, socially engaged 70-year-old moved in tomorrow, would the day I’m offering them actually be compelling? Not to their future 85-year-old self. To them. Now. This week.
In too many communities, the honest answer is no. And no amount of better marketing language is going to fix that.
Here’s what gives me hope: some communities that have done the product work and have genuinely rebuilt the experience around what an earlier, more capable resident needs and wants are seeing the results. Not just in occupancy numbers. In culture. In word-of-mouth. In the fact that their residents recruit for them, because they’re genuinely proud of where they live.
That’s the prize. But you have to earn it by actually building it.
I said, “The communities that have done the product work are seeing the results.” I need to be more honest than that, because vague optimism isn’t useful, and I don’t actually know of many places where it’s working.
The one real example I can point to is Garden Spot Village in New Holland, Pennsylvania. A remarkable 22% of their new residents are between 50 and 69. But here’s the important context: Garden Spot is a faith-based community affiliated with the Mennonite Church, built entirely around purpose and service. Residents go on mission trips to Kenya. More than 60% volunteer regularly. People move in younger because the community gives them something to move toward, not just somewhere to land. It works. But it isn’t easily copied without the underlying culture that drives it.
Beyond that one example, I’m honestly not sure the industry has figured this out yet. The average move-in age for independent living is 77. Half of all assisted living residents nationwide are over 85. Less than 6% are under 65. The data says crisis-driven, late-stage entry is still the overwhelming norm.
So when I say the product has to change before the marketing can change, I’m not pointing to a wave of communities that have already solved this. I’m pointing to one community in Pennsylvania that has, and an industry that mostly hasn’t. That’s a more honest picture. And it means the opportunity is wide open for whoever gets there next.

Buildings Matter. Operators Matter More.

By Rebecca Wiessmann
This article is based on the Pivot with Pettit episode “From City Planner to Senior Living Pioneer: Mitch Brown on the Future of Senior Living.” Watch the full conversation on YouTube.
The Next Senior Living Boom Has A Catch
There is a lot of excitement around senior housing right now.
That comes through clearly in Bill Pettit’s conversation with Mitch Brown. Investor interest is rising. Demand is obvious. Demographics are not exactly subtle. Active adult continues to attract attention. And the industry knows the opportunity ahead is enormous.
But Mitch keeps coming back to one inconvenient truth.
The problem is not just getting capital interested.
The problem is who is going to run all of this.
That is the part of the episode senior living leaders should not miss.
Demand Is Real — But So Is The Affordability Problem
Mitch is not dismissive about the opportunity. He plainly sees the wave of demand. But he also cuts through the hype fast.
There is an affordability problem.
A big one.
Construction costs are high. Regulations are heavy. Labor is difficult on both the operating and construction sides. Experienced people have left the industry. The economics are hard. And while everybody can talk about hundreds of thousands of units that will be needed, meeting that need with a product that is both desirable and financially viable is another matter.
That feels like one of the most honest moments in the conversation.
Demographics do not automatically solve bad math.
They do not erase labor constraints.
They do not magically create operating talent.
The Real Scarcity Is Operational Excellence
Mitch makes a strong case that development itself may not be the biggest bottleneck. The bigger constraint is operating capacity.
That is a striking point because senior living often defaults to real estate language: Pipeline, cap rates, debt, land, starts, absorption. All important.
But Mitch argues that what investors increasingly want most is not just a site or a building. They want access to operators who can scale and grow without breaking the thing that makes communities work.
That is a huge distinction.
He even shares an example of an investor knowingly overpaying for a small portfolio in order to secure a relationship with a strong operator. That tells you everything you need to know. Great operating platforms are not just helpful. They are becoming strategic assets in their own right.
Maybe THE strategic asset.
Developers Are Not The Heroes
Mitch says something else that deserves to be repeated more often in this industry: developers are service providers to operations.
That may not be how every developer sees it, but it is probably how the best ones do.
The communities that succeed over time are not the ones with the prettiest rendering or the cleverest site plan alone. They are the ones where the operating team is involved early, where culture is built intentionally, and where the entire model is designed around the people who will actually serve residents every day.
That is a big deal.
Senior living still has too many moments where real estate gets celebrated, and operations get treated like the thing that shows up later. Mitch’s view flips that. As he tells it, the real job is to build something operations can make come alive.
That is not anti-development. It is mature development.
Why Active Adult Still Needs Operators
This becomes even more important in active adult.
From the outside, active adult can look simpler than traditional senior living. That can fool people. Mitch explains that the economics are leaner, the margins are tighter, and the management fee structures often look much more like multifamily than senior living.
So then the question becomes obvious: how do you convince great people to do something harder than it looks for less margin than they are used to?
That is not a small question.
It is one of the defining questions.
The industry still needs a model that properly values what it takes to operate active adult at a high level. Because if everybody says the future is in active adult, but nobody creates a structure that makes great operation sustainable, then the segment hits a ceiling.
What Boomers Actually Want
Mitch also points to something more hopeful.
He believes boomers want aspirational living. Not institutional living. Not surrender. Not the end of the road. Aspirational living.
That can take many forms. A flexible lifestyle. A community with intellectual energy. A two-home rhythm. A modular cottage with like-minded people. A place that removes hassle without removing identity.
That is a useful framing.
The future may belong to the companies that can create those experiences at more approachable price points. Not just premium versions for a small slice of the market, but products that feel desirable and human for many more people.
And that takes more than capital.
It takes operators who understand customers.
The Best-Kept Secret
Near the end of the conversation, Mitch and Bill hit on something that feels painfully true: active adult is still one of the best-kept secrets in the market.
People often do not fully understand it until they visit a community, meet residents, and see the lifestyle up close. Then it clicks.
That may be the challenge and the opportunity.
Senior living has spent years trying to explain itself. Maybe it needs to get better at helping people experience what a good community actually feels like.
Because once they do, the question is not usually “Why would anyone want this?”
It is “Why didn’t we do this sooner?”
And that may be the future in one sentence.

Finding Talent Hidden in Your Own Organization

By Jack Cumming
Every leader, no matter the leadership level, starts every important initiative with optimism and high expectations. In senior living, it might be a CEO or executive director wanting to open the culture to more resident inclusion, or it might be a financing provider or development business wanting to help operating providers find success.
Most People Mean Well
Good intentions prevail for everyone. A young employee seeking to manage his or her career brings hope and optimism to their first position. The same is true of first-time supervisors or functional directors (e.g., activities, food service, maintenance, care services) in a senior living enterprise. It’s even true of those residents who seek to be helpful by making suggestions.
The trick is to find the most talented people to support the leader in that vision. That requires a number of factors. First, it needs a leader who can recognize the most talented people, not all of whom may be aligned with the leader’s thinking. Great leaders learn to listen to those who do not agree with them. Other wannabe leaders emphasize loyalty and may sideline or dismiss thinkers who are less than loyally subordinate.
Second, it calls for a leader with the charisma and modesty to attract the most talented people to be willing to work as a team with the leader. Those charismatic, inspiring leaders are rare. Most “leaders” are little more than administrators.
Third, these barriers to unleashing talent for the good of the enterprise are particularly evident in hierarchically run organizations. I can’t remember the last time a major in the U.S. military was promoted to major general. The military is the ultimate in hierarchy. Rank is even openly flaunted on uniforms. That may be necessary for the military, but it can lead to mediocrity in competitive undertakings.
Timeless Truths
The drawbacks of corporate hierarchy are not new. In 1969, a book by Laurence J. Peter, titled The Peter Principle, first appeared. It may have been intended as comedy, consistent with the movie from the same era, How to Succeed in Business Without Really Trying. As is often the case with humor, it popularized a truth that might otherwise have remained buried in academia.

That truth: People are promoted up a hierarchy not by their suitability for a more authoritative position but by their reputation in their prior positions.

That truth leads to less suitable leaders stuck in smothering positions. The Peter Principle tenet in a nutshell.

“People rise to their level of incompetence.”

That blocks the rise of talent and leads to mediocrity in an underperforming enterprise, far from the vigor that made the organization a success in the first place. It takes that first generation’s success to fuel the comfort of hierarchy that leads to corporate drift.
No Tolerance for Complacency
Business requires constant rethinking since the pace of the business economy is rapid. The rising competitor that you’re overlooking is not going to wait for you to catch up. With subsequent generations, the Peter Principle can take hold, and a slow administrative pace can become entrenched and rationalized.
The most important task of a leader is to find, motivate, advance, and reward talent. It’s people, talented people, who determine how well the business purpose, aka mission, is fulfilled. For instance, it takes particular talent, infused with wisdom, business judgment, fast learning, and understanding people, to put into perspective what AI means for the future and how best to harness it.
Amazon?
I thought of that the other day when I was struggling with Alexa+, which is Amazon’s late-to-the-market foray into artificial intelligence (AI). Whatever else you may think of Jeff Bezos, it seems evident that he had an eye for talent. Alexa+ could benefit from some top talent right now.
The usual subsequent generation management response to a lackluster business unit is for the leadership – CEO, board, or executive – to ask the responsible business manager for a briefing. That can lead to a soporific PowerPoint presentation instead of the identification of needed fresh talent.
One source of talent is industry conferences, which can allow those looking for clear thinking to size up competitors’ leaders who might be just the tonic needed to shake up a lagging unit. That’s particularly true with the need for the kind of genius talent needed to prepare an enterprise for the opportunities and challenges of artificial intelligence and robotics.
Of course, there’s no reason why a mammoth organization like Amazon, under Jeff Bezos’s leadership, can’t hold its own conference, even inviting outsiders if desired, to allow inside talent to shine forth from under the weight of hierarchy above them. To the best of my knowledge and belief, such internal discussion forums are rare.
A Tough Leadership Transition
Andy Jassy, Bezos’s successor, got the top job after amazing results with Amazon Web Services. To an outsider, his focus appears to be on reducing costs to build profits, including eliminating or repurposing underperforming businesses. Loyal Amazon shoppers have noticed an increase in in-your-face pushes to get you to buy stuff as though Amazon were entitled to your patronage. Is that Jassy? It’s hard to tell.
AI is, of course, a challenge. Amazon’s Alexa proved to be an unlikely success. An attempt to attract businesses to what has been a consumer platform, called Alexa Smart Properties, is questionable and surprisingly disconnected from consumers and even from other Amazon initiatives like televisions. Into that murky siloing, Amazon has thrown its most prominent AI project, called Alexa+.
Needing a Closer Look
It doesn’t take much interaction with Alexa+ compared with other AI initiatives to realize that Alexa+ isn’t hitting the mark. The challenges are similar to those confronting senior living. When consumers are given second place in the direction of a business, it’s time to find new outside-the-box talent to win the enthusiasm of consumers. Ignoring consumer input, while claiming an overweening expertise, may bring short-term results but will inevitably fall short in the long term. Treating your consumer as a potential adversary is not a formula for success.
The key is always finding the right talent for the crucial positions. In senior living, that’s often the executive director position, but that’s another story for another day. Hint: good regional vice presidents can be more effective as autonomous executive directors than as a parking place for those caught by the Peter Principle. Executive directors make a community succeed or fail. Residents are not property. Senior housing is communal, much more than just a building. Residents are more than a revenue source.

What Do You Need to Fire Yourself From?

By Steve Moran
I might be the world’s best idea thief. Podcasts, LinkedIn posts, Instagram reels, books, emails, and articles, I steal from all of it, then write my own version. It used to bother me to give credit, because I wanted people to think I was the brilliant one. I have come to realize that all brilliant teachers and thought leaders are, at their core, great thieves building on the knowledge of others.
This one came from a reel I saw while on vacation in Europe last week. The thought leader talked about how most leaders have things they need to fire themselves from. When I sat down to write this, the link was dead, so I can’t say for certain who to credit. My best guess, with some help from AI, is Dan Martell, whose leadership content is all over the internet.
Fire Yourself From
Right now, as a leader, you are doing things you shouldn’t be doing. You are doing them because…
Continue reading on Practical Passionate Leadership (Substack) for free.

Can Two CEOs Be Better Than One?

By Rebecca Wiessmann
In this episode of Foresight TV, Steve talks with Shane Herlet and Tom Gaston, the newly appointed co-CEOs of Maplewood Senior Living, about what it means to share the top leadership role — and why Maplewood believes the model can make the company stronger. Watch the full conversation here: What a Co-CEO Model Could Mean for Senior Living.
Co-CEO structures are still rare in senior living. Maybe because the model sounds complicated. Maybe because most boards, investors, and leadership teams are more comfortable with one person at the top.
But for Maplewood, this was not some exotic leadership experiment. It was, as Tom describes it, a natural evolution.
Shane and Tom have worked together for roughly 15 years at Maplewood and even longer in the industry. Shane comes from the operations side, with a career rooted in assisted living and skilled nursing. Tom brings a deep background in technology, real estate, capitalization, and systems.
They are not two strangers forced into a shared title. They are long-time partners who already know how to work together.
A Leadership Transition No One Wanted
The co-CEO structure follows the sudden death of Maplewood’s founder and former CEO, Greg Smith, in 2023. Tom describes the loss as a shock to the organization, the industry, and to them personally.
It was also a real business test.
There were licenses to transition, ownership questions to resolve, and investors, team members, residents, and families to reassure. Through all of that, Tom says the goal was to maintain confidence while keeping the underlying business strong.
That matters because Maplewood was not in survival mode. It was performing well. The challenge was to preserve momentum while navigating grief, transition, and the practical complexity of leadership succession.
In many companies, that kind of moment exposes cracks. At Maplewood, it seems to have reinforced the value of continuity.
Defined Lanes, Shared Values
The obvious question with any co-CEO model is simple: Who does what?
Shane says the key is having defined lanes. He focuses heavily on internal operations — budgets, community support, compliance, and the day-to-day pieces that keep the company moving. Tom has taken the lead on investor relationships, legal issues, capital partner work, and the broader transition process.
But lanes only work if there is trust. Shane and Tom make clear that they agree on the big things: employee-first thinking, doing the right thing for people, and staying focused on the customer.
And when they disagree?
They joke that they never do, but the real answer is more useful: They have a long history, shared values, and enough mutual respect to work through the hard stuff.
That may be the hidden requirement for a co-CEO model. It is not about splitting power. It is about multiplying leadership capacity without creating confusion.
Performance Creates Optionality
The Co-CEO arrangement is working for Maplewood. Steve notes that the company has reportedly seen same-store NOI growth of 65% since 2022 and occupancy around 96%. In an industry still talking about recovery, staffing, rate pressure, and “the next shoe to drop,” Maplewood appears to be outperforming.
Shane points to a few reasons.
Maplewood came out of COVID strong. It never allowed occupancy to fall below 80%, recovered quickly, and moved north of 90% faster than many others. From that base, the company has been able to drive rate, supported by strong physical environments, quality care, continuity, and operating discipline.
Tom adds that after the restructuring and transition of the last two years, the company has never been stronger financially, operationally, or from an executive team standpoint.
That gives Maplewood something every operator wants: options.
It can grow. It can invest in people. It can improve systems. It can think about what comes next without being consumed by crisis.
Direct, Candid, and Serious About Performance
Shane is described as direct and candid, which leads Steve to ask the obvious follow-up: Is that a good direct and candid, or Steve Jobs direct and candid?
Shane laughs, but his answer is serious.
Senior living is a serious business. Maplewood has long-tenured leaders and long-tenured line associates, something Shane is deeply proud of. But tenure is not a substitute for performance.
His current message to the team is that when things are going well, that is when leaders need to double down. He compares it to pilots going back through the checklist one last time during a delay.
In senior living, that means preventing the elopement before it happens. Seeing the move-out risk early. Addressing the cultural issue before it becomes a crisis.
This is where “direct and candid” becomes less about personality and more about discipline.
The Customer Behind the Customer
One of the most compelling parts of the conversation is Shane’s view of the home office.
For Maplewood’s home office team, the primary customer is the field.
That may sound obvious. It is not always how the industry behaves.
Community associates are the ones showing up during holidays, weekends, snowstorms, and emergencies. They are the ones caring for residents and families in real time. The role of the corporate team is not to make life harder for them. It is to prepare, support, and serve them.
Steve has long argued that when frontline team members love coming to work, residents and families feel it. Shane agrees. If employees are happy and supported, they take great care of residents.
That is a simple idea. It is also one that the industry still struggles to bring into reality.
Leadership Training Without the Corporate Theater
Steve shares the results of a LinkedIn poll showing that many senior living leaders feel they received little or poor leadership training.
Maplewood’s approach is less about formal programs and more about exposure.
Shane says Maplewood is large enough to have resources but small enough to let leaders see “under the tent.” Community leaders get to see how different parts of the business connect — operations, finance, compliance, capital, staffing, and customer experience.
Tom adds that he and Shane have both done almost every community-level job at some point in their careers. Maplewood has a flat home office with roughly 25 to 30 people, which makes leaders more approachable and teaching more natural.
The result is that some Maplewood leaders have grown into senior roles inside the company, while others have gone on to leadership positions with competitors.
Shane and Tom see that as a win.
That is refreshing. The industry needs more companies willing to develop people, even if some of those people eventually leave. That is how the whole field gets better.
Technology Is Useful — Until It Isn’t
Maplewood is also investing in systems and technology, especially in back-office operations. Shane mentions tools such as UKG, PredictAP, Vena, Sunbound, and AI-based accounts payable and business intelligence systems.
The goal is not technology for its own sake. It is speed, clarity, and better information in the field.
But Tom is also candid that not every technology investment works. Some expensive systems get installed and then ripped out a few years later. Sometimes, simple is better.
That may be the most mature technology lesson of all.
The promise of AI and data is real, especially around predictive insights, fall detection, resident monitoring, and earlier warning signs of change in condition. But Maplewood is not pretending every shiny tool solves the hard problems.
The question remains: Does this make life easier inside the community? Does it help deliver better care?
If not, it is just another thing for team members to manage.
Premium Brands and the Trickle-Down Effect
Maplewood currently operates two brands: Maplewood Senior Living and Inspir.
Inspir is the company’s ultra-premium brand, designed for gateway cities and high-service environments. Tom describes the New York project as a kind of “luxury spaceship,” with complex building systems, demanding resident expectations, and sophisticated operations.
He compares it to Formula One.
The point of Formula One is not just the race car. It is the innovation that eventually trickles down into everyday vehicles. In the same way, the lessons Maplewood learns from its most complex Inspir communities can influence the rest of its portfolio.
That includes technology, service models, design, operations, and programming.
Tom also says Maplewood would love to figure out a third brand — something that appeals to a broader market where there is real need. They have not cracked that yet.
Neither has the industry.
But it is a question worth chasing.
Growth, But Not at Any Cost
When asked to dream about the next five years, Shane says Maplewood wants to be recognized as one of the best operators in the eyes of its customers.
That is the right benchmark.
Not biggest. Not flashiest. Best.
Growth is possible. Shane mentions perhaps doubling the company and maybe creating a third brand. But he emphasizes controlled growth, staying in core markets, and making sure Maplewood remains a great employer and destination for residents.
Tom adds that Maplewood does not have to grow. It will grow organically if it chooses to and if the opportunity makes sense.
That may be the strongest argument for the co-CEO model at Maplewood. It is not about ego. It is not about building an empire for the sake of size.
It is about shared stewardship.
And in a senior living world that needs stronger operators, better workplaces, smarter technology, and more leadership depth, Maplewood’s experiment is worth watching.

What Sun City Got Right And Senior Living Forgot

By Steve Moran
In 1960, Del Webb opened a retirement community in the Arizona desert, and people lined up.
They lined up not because they were scared. Not because their kids made them. Because at a certain age, the idea of a community built around people in the same life stage, with the golf courses and the activity clubs and the neighbors who weren’t going to judge you for retiring at 60, sounded amazing. 
Sun City worked because it was aspirational. The Villages, in spite of all the negative press, works for the same reason. And Margaritaville, the retirement community concept built around the Jimmy Buffett lifestyle, is crushing it for the same reason. These are communities people choose with something that looks almost like enthusiasm. A 48-year-old doesn’t want to move there. A 63-year-old who’s starting to think differently about what the next ten years could look like? Different conversation.
Senior Living
Traditional senior living (assisted living, memory care, independent living) largely lost, or maybe never really figured out, the aspirational living proposition. I think it’s worth asking why and whether it’s possible to get it.
Here’s what I think happened: as the industry matured, it leaned harder into care. More regulation, more clinical sophistication, more focus on what the community could do for residents with increasing needs. All of that was appropriate and necessary. And if we are honest, it created a serious opportunity for increasing the rates we charged in the form of care fees.
The Problem
The cultural cost was real. Communities started feeling less like places people chose and more like places people ended up.
The marketing followed the culture. Brochures full of smiling seniors with kind caregivers. Emergency response systems prominently featured. Language about “dignity” and “peace of mind,” which, read honestly, is language about decline management.
Prospects, at least the younger, healthier, more independent ones the industry most needs to attract, said, “No thanks, not for me, not yet anyway,” doubling down on aging in place. 
The Question
So here’s the Sun City question I keep coming back to: what would it take to build something that a healthy, active, socially engaged 70-year-old would actually look forward to? Not tolerate. Not accept as a reasonable option. Actually want?
Or is it even possible to do so and really call it senior living? 
We have to start by being honest about the really hard reality that if we can do this, it requires a product change, not just a marketing change. You can’t slap new language on an unchanged experience and expect different results. If the programming calendar is still built around a frailer, more sedentary resident, the 70-year-old, or even the active 80-year-old, you’re trying to attract, is going to see that on the tour and leave.
I do believe there is an opportunity here to create something genuinely worth anticipating, something that will have a significant competitive advantage in the decade ahead. Not just in occupancy, but in culture, in word-of-mouth, in the quality of the experience they’re able to create.
The Key Insight
The key insight from Sun City isn’t the golf courses. It’s the aspiration. It’s the sense that moving there is a move toward something rather than away from something. That choosing this community is a statement about who you are and how you want to live, not an admission that you can no longer fully manage on your own.
Senior living can get back there. But it’s going to require honesty about what actually has to change and a willingness to build something different, not just describe the same thing differently.
That’s harder. It’s also more worth doing.

Unexpected Change in Sales Compensation

By Jack Cumming
Like insurance, senior living is a sales-driven industry. It’s often said that life insurance is not a product that people buy. It has to be sold. There’s some truth to that, though it’s less true for property and causality insurance. Some might say that it’s more true of senior living. Personal, human relationships make the senior living sale … most of the time.
Radical Change
With that thought in mind, a recent article in the Wall Street Journal was striking. The article reported a change in State Farm agents’ compensation that has the potential to dramatically reduce their earnings. At an all-agents meeting, State Farm’s CEO announced, “Next Gen – Good Neighbor,” a program to increase agent productivity by using AI to enhance human interaction.
State Farm has roughly 19,000 agents, and you can imagine the reaction across the sales force. It’s not positive, and it’s not pretty, but it may be necessary. Progressive® Insurance has been moving forward faster than State Farm. The WSJ cites “analysts” for a report that “Progressive sells over half its personal auto policies direct to consumers, using AI and tech to keep costs low.”
Wake Up
This can be a wake-up call for the slow-moving senior living industry, at least technologically speaking. Already, many shoppers for senior housing or other senior living services start their search online. Those shoppers can move past a particular community’s webpage very quickly if it doesn’t instantly engage them and get them thinking positively.
AI has great promise to help with that instant engagement, especially if what is on offer has distinct differentiating advantages over competitive alternatives. Here’s where know-how and ingenuity come into play. If all a community does is shop for a vendor to meet the challenge, then their offer is unlikely to be any better than that of all the vendor’s other clients. The vendor’s purpose differs from that of the buyer.
Better? or Good Enough?
The alternative is to develop a unique AI response that may use tools provided by the big players such as OpenAI, Google, Grok, and Anthropic. After all, they are pouring all that optimistic capital into LLM development and data-center processing that today’s AI requires. They differ from each other, but that doesn’t make your message unique. To be unique means that you have to have AI understanding and creative genius in-house. You needn’t settle for being just like all the others.
To prepare for this future, which is coming sooner than you can imagine, organizations need help identifying the talent that can give them that unique, differentiated advantage. Joe Velderman, for one, has the eye and maturity to recognize that kind of talent, so it was no surprise recently when he left the single-site community where he had long worked. The opportunity to lift the industry is vast.
Integrated Marketing and Tech
It will require marketing genius combined with technical genius. Progressive® outmaneuvered State Farm with (1) an effective TV campaign starring a single spokesperson and by (2) embracing direct sales mediated by a robust commitment to technology. The back-office matters, but it’s of no value unless the public knows about it.
Progressive® found Stephanie Courtney through an audition process, shaped her persona as the upbeat face for a previously little-known insurer, and the rest is history. Could something as imaginative as that give senior living the credibility it needs? So far, the media trend and the public perception have not been moving in a positive direction.
Could a high-tech approach and a creative marketing presence be the catalyst to move senior living out of the shadows of institutionalization and into the mainstream of empowered aging? Time will tell. For now, it’s not clear that anyone even has the vision to give it a try.
Gambling on Vision
State Farm is gambling that making its sales force more efficient and more up to date will revive the lead that the company once had with its “good neighbor” image. That might be a positive gamble for a transformative senior living entity as well. The expectation is that State Farm’s sales force won’t be disadvantaged over the long term. New tools will give them the chance to prove themselves and prosper. AI with a human touch may be our new good neighbor.

What Do I Need To Stop Believing About Myself? – The Brutal Truth

By Steve Moran
No pop psychology
Last week I wrote about the false beliefs that make us feel too small, the ones that whisper you’re not good enough, not worthy of the room. If you missed it, start there. This week is about the opposite problem.
And it will be a much harder, more brutal truth.
Most leaders are too impressed with themselves.
They tend to be overconfident, certain, unwilling to seriously consider that they might be wrong. I can read your mind; you are thinking … “I know some leaders like that, but not me.” Yep, you too. Honestly, it comes with leadership. It is 100% true. And 100% true about me.
I have conversations with a lot of leaders. C-suite people, founders, executives who have built real things. And they share a nearly universal trait. They love talking about what they’re doing. What they’re thinking about. What they’re building. What they believe.
They are not so good at listening.
I say that without judgment. I genuinely like these people. And I have to confess, I am the same. I like telling my story. I like talking about my ideas. I catch myself doing it, and I recognize the pattern from the outside looking in. It’s embarrassing.
Continue reading on Practical Passionate Leadership (Substack) for free.
 

Getting Old Is Not as Great as We Pretend It Is!

By Steve Moran
I am 71 years old, and I am living this experience. Don’t get me wrong. I have a great life at 71, and there are things about being this old that are amazing that I wish I had when I was younger. Better perspective, more peace, more chill.
But it comes with challenges: more time at the dentist and doctors’ offices, the need to pay more attention to diet and exercise. I am not as strong, don’t move as fast, and take longer naps. 
We need to be more honest, more frank about the decision to move into senior living. We rarely want to talk about this out loud. 
People don’t move into senior living communities because they’ve decided it’s a great lifestyle choice. 
They move in because something has changed. Either decline has already started, a fall, a diagnosis, a moment when living alone no longer feels safe or manageable, or they can see decline coming, and they’re trying to get ahead of it. Or they are watching a spouse or partner decline. 
That’s essentially the whole universe of move-in motivations. Crisis entry or anticipation entry. And right now, the vast majority are crisis entries.
I’ve been thinking about this a lot lately, partly in response to a yet to be publicly released white paper by my friend Russell Rush called The Isolation Economy. Russell makes a compelling case that senior living should reposition itself around connection and belonging rather than care and safety. I agree with him about the problem. I’m less sure about the solution.
My Pushback
Here’s where I push back: Russell’s argument nudges toward a world where people choose senior living the way they choose a gym membership: proactively, enthusiastically, because it sounds like a great idea. And Russell is far from the only person making this argument. I want that to be true. But I don’t think it is. And I don’t think pretending otherwise actually helps us.
The honest reality is that senior living will always be decline-adjacent. That’s not a failure of marketing. It’s human nature. Nobody thinks seriously about where they’re going to live when they can no longer fully manage on their own until they start to face that question. That’s not pessimism; that’s just how people work. It is why we have pharmacies, funeral homes, cemeteries, and hospitals. 
So What Can Actually Change?
The entry-causation ratio can change, and it’s a huge opportunity. Right now, crisis entries outnumber anticipation entries by a wide margin. What if we could flip even part of that? What if we could help more people decide to move into senior living while they still have choices … while they can still participate fully in community life, while they’re still healthy enough to build friendships and establish routines?
The Payoff For Senior Living
The payoff isn’t just philosophical. It’s financial. Earlier entry means a longer length of stay. It means higher acuity, which means less staff time per resident. It means residents who are capable enough to help shape the culture of the community rather than just inhabit it. It means a fundamentally different and better operating model.
But I think the way you get there isn’t by pretending decline isn’t coming. It’s by making the anticipation of decline feel like wisdom rather than defeat.
There’s a version of this that I find genuinely compelling, and I’ve heard it resonate with people in their late 60s and early 70s when it’s said plainly: “You’ve been smart about every other big decision in your life. Why would you wait until you’re in crisis to make this one?”
That’s not denial. That’s not spin. That’s an honest appeal to the kind of person who plans ahead, who thinks clearly about the future, who has spent a lifetime making good decisions, and doesn’t want to stop now.
The goal isn’t to make senior living something it isn’t. The goal is to make choosing it earlier feel like the smart move, because it genuinely is.
That’s a different pitch than “connection-first wellness ecosystem.” But I think it’s a more honest one. And in my experience, honest usually works better.

S8E9- The Small Things Are Everything: Amy Birkel on Senior Living Culture, Leadership & Workforce Retention

 

What if senior living’s biggest challenge isn’t staffing—but culture?

In this inspiring episode of Foresight Radio, Steve Moran sits down with Amy Birkel, Chief Operating Officer of Heritage Communities, for a conversation about leadership, workforce retention, and the future of senior living.
From washing dishes in a rural Nebraska nursing home to leading a 24-community organization across six states, Amy shares the experiences that shaped her passion for serving older adults and building thriving workplace cultures.
You’ll hear powerful insights on:
Why “the small things are everything” in resident care
How workplace culture impacts staff retention and resident satisfaction
The leadership lesson that changed Amy’s career forever: “Being clear is kind.”
Why senior living needs to become a destination people want to move to
How Heritage Communities reduced turnover through leadership development
The importance of investing in frontline staff and emerging leaders
The “Dirty Jobs” initiative that connects home office teams to community life
Why purpose—not just pay—drives long-term engagement
Amy’s vision for the future is bold:

“I hope we’re a destination people want to come to and don’t feel like they have to.”

Whether you’re a senior living executive, operator, caregiver, or industry innovator, this episode offers practical leadership lessons and a hopeful vision for the future of aging services.
Topics Covered:

Senior Living Leadership

Workforce Retention

Employee Engagement

Resident Experience

Workplace Culture

Assisted Living

Memory Care

Leadership Development

Senior Housing Trends

Aging Services Innovation

The Only Thing That Helped Was Presence

By Rebecca Wiessmann
This article is part of Murry off the Mic. Watch the full episode here.
Murry’s second defining story shifts from staff culture to resident care — and it changes the temperature of the entire episode.
He remembers one of the first residents who moved into Aspen House: carrying a “thick chart,” with diagnoses that intimidate even experienced professionals — Lewy body dementia and Parkinson’s.
The resident was living with hallucinations, fear, urgency, and a constant sense that something critical was being missed — like needing to pick up kids from the bus stop.
Murry and the team tried what most systems default to:
Doctor visits.Orders.Medication changes.Documentation.
And none of it fixed the problem.
What Actually Helped
Murry says the only thing that helped was presence.
A willingness to sit in a low-lit room with calm energy.A willingness to share the space.A willingness to be there in the fear without trying to “solve” it too quickly.
Some nights included talking.Some nights included crying.Some nights included laughter at the absurdity of what life brings.Sometimes it’s a hug. Sometimes it’s ice cream.
And the point isn’t that the nights are magical. The point is that they are repeated.
They show up again the next night.And the next.And the next.
This is the version of leadership and care that the podium of leadership can’t teach.
Because it isn’t about knowing what to do.
It’s about being willing to be there.
Belonging As A Clinical Intervention
Murry connects the resident story back to the staff story — and he draws a straight line through both:
Culture is the product of the environment.
When staff feel seen, heard, and supported, they show up differently.When residents feel known and included, everything changes.
Belonging isn’t a “soft” idea in that framing. It becomes a practical tool that affects behavior, resilience, and care outcomes.
It changes how staff treat each other.It changes how residents experience their own identity.It changes what people believe is possible on a hard day.
Why This Is The Right Premiere
This episode works as a launch because it isn’t trying to impress anyone.
It’s trying to locate the truth about leadership where leadership actually lives: in the quiet, repeated moments where presence becomes a practice.
Murry’s invitation to the industry is clear:
Bring the stories that don’t fit a keynote.Bring the moments that shaped you.Bring what you think when you’re not performing.
Because in senior living, care doesn’t come from having the perfect answer.
It comes from showing up.

Never Have a Worthless Meeting Again

 By Steve Moran
Since selling Senior Living Foresight to ProcareHR, the most common question I get is this: “How’s it going?” My answer is always the same: great. I get to do a lot more of the things I like doing and fewer of the things that need to be done but that I hate doing.
One big difference, though …
A larger, more complex organization means more meetings, and more meetings I am not leading. Like all leaders, I think the meetings I lead are way more important and necessary than other people’s meetings. 
And of course, they feel the same way about theirs.
This has caused me to put a lot more thought into my own meetings. And more broadly, how leaders can make their meetings more impactful and more efficient. Because here’s what I know: most meetings end in conversation. Very few end in action. There’s a difference, and it matters more than most leaders realize.
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Stagnant Jobs and False Stability

By Jack Cumming
Midway through my sophomore year in college, a classic book appeared describing the corporate experience. One observation was:

“Management has tried to adjust the scientist to the organization rather than the organization to the scientist. It can do this with the mediocre and still have a harmonious group. It cannot do it with the brilliant, only freedom will make them harmonious.” [William H. Whyte, The Organization Man]

That’s still true today of hierarchical organizations. Hierarchy is prevalent in senior living. No wonder that the industry lags others in technology and organization. Hierarchy often leads to job stagnation that leaves employees feeling vaguely dissatisfied. What was true all those years ago is still true today. It’s best to leave at home that which distinguishes you and, at work, adapt to the hierarchy.
Stay or Leave
Human nature remains human nature. We are individuals who are at our best when we come together naturally for a shared purpose. We have that when friends come together to build an innovative startup. We lose that when we are hired as subordinates to someone we don’t respect. Unfortunately, the latter happens more often than is generally recognized.
Innovative thinkers are inherently nonconformist, and they are not always pleasantly well-rounded. They may be the key to an organization’s future, but they may not fit into the sterile step-by-step advancement structure common in hierarchy. You may be one. If you feel unseen and unheard at work, it may be that you don’t belong there.
Now, a new book has just appeared that makes this point for today’s generation. Just as Whyte focused on “scientists” instead of brilliance generally, so this new book is narrowly focused on a single profession, even though its wisdom applies generally to people working in corporate structures. Plus ça change, plus c’est la même chose [meaning].
Be Your Best Self
If you are a regular reader of Senior Living Foresight, you likely are not a person who fits seamlessly into the mediocrity of corporate structure. SLF is uniquely focused on the future of senior living and on possibilities for positive change rather than defense of the status quo. For you, the message extracted from this new book may be just the push you need.
To get benefit from it, though, substitute “talent” for the author’s preoccupation with his own chosen profession. He’s an actuary, and the book is The Independent Actuary by Syed Raza, but it’s more than that. It could be titled The Independent Thinker,” and you can read it as that. In fact, you can act on its message without reading it. If you want to read it, though, you can without cost if you subscribe to Kindle Unlimited.
This article is not to hawk a book but to share organizational and personal wisdom. I include the book just to ascribe credit where it is due. You may like the regularity of a recurring paycheck effortlessly deposited into your bank account, but that comes with a high-risk exposure.
Safety in Numbers
Mr. Raza’s insight is that you can be much more secure if you have multiple employers, and that you will also gain personal growth. With several clients, instead of a single employer, you can lose a client and still have a livelihood bridge to a replacement client. The stagnation of a hierarchical corporate career can stunt your growth. To quote Mr. Raza:

“Early in your career, risk is lower, recovery is easier, and optionality is wide. Later on, though, your lifestyle locks in, your mortgage grows, your identity hardens, and fear increases. The result? The cost of waiting rises.”

The antidote to job stagnation leading to career stagnation and a lackluster work life is to break free from corporate seduction and to treat your career as your primary business challenge. In short, Mr. Raza observes that you can become a business instead of working for a business. The one choice leads to independence and income security. The other leads to dependence and stagnation.
Mr. Raza writes of how easy it is to be lured into a false contentment with an excessive workload, sacrifice of your family, etc., all in the name of carrying a corporate position. The risk of false contentment, he adds, “often goes unnoticed until something forces you to confront it, like: a layoff, a restructuring, or a desire to leave.”
To help you understand if this fits you, he asks, “Is your compensation determined by the market or by a salary band?” Good question. Are you paid what you’re worth or by HR policies?
It Just Makes Sense
The answer Mr. Raza and logic offer is to go out on your own. You can be a consultant, a freelance worker, a gig worker, or a project worker. What determines your work status for the IRS, a key determination, is primarily control. The more direction and control a business has over a worker’s schedule, methods, and equipment, the more likely that worker is an employee. It’s likely that this artificial control is exactly what is making you dissatisfied.
The challenge is to find clients. It’s best to have several clients or many. Start with where you work. Your current employer can be your first client. Never burn bridges to your employer by unloading in your departure all the injustice you may feel you experienced. If you’re leaving, you know that your employer has an opening. If the company has the flexibility to use an independent contractor to get the work done, you may be the best person for that.
The alternative to constructive leaving might be to form a union. We can put that out of our minds right at the start. Unionization immediately sets up an employee organization at odds with the employer. Better is to help conform the employer toward a better business model.

As an aside relevant to SLF readers, some residents in senior living have suggested forming consumer “unions” to bargain with providers by using the paying of fees into escrow as equivalent to a strike. Labor unions, though, are protected by law and consumer unions are not. It’s better to work with others than to foster conflict.

Beyond seeking to support the employer you are leaving, finding clients is the same as finding a new job after losing the job you’ve had. You, though, will be in an enviable position of controlling your leaving instead of being laid off or, worse, being let go for cause. The important thing is to make your availability known. You do that by publishing, posting, and networking. LinkedIn is a good place for that, and industry publications are another. Mr. Raza offers other suggestions.
It’s Less Risky Than You Imagine
My own experience, which Mr. Raza indicates is his as well, is that clients come more readily than what you fear. I remember a friend who preceded me into working independently telling me when I was first on my own, “Don’t worry about clients. Once people know you’re available, work will just come in over the transom.”
If you’re a low-level employee, start a trash management and cleaning business. If you’re midlevel, say a maintenance or enrichment director, start a related service, demonstrating how clients like your last employer can get better service at a lower cost by retaining you. You have the major advantage of being able to spread the cost of services over several clients.
It’s Not Your Fault
Finally, don’t blame yourself if your career is languishing in stagnation. You may rationalize that you deserve the treatment you’ve been enduring. You don’t. If you work in a hierarchical company, your boss may feel threatened by your know-how, competence, and pace of delivering results. You can never know when your boss may be poisoning your reputation within the company for the self-serving purpose of framing circumstances for your dismissal.
As employers move to the flexible economy, the ingenuity unleashed by moving beyond hierarchy will benefit their businesses as well. By going out on your own, you’re not being disloyal to your employer. It may start a laggard business on a new course toward greater success. If you still need encouragement, click on this sentence for an anecdote from renowned business professor Seth Godin. Take the jump, open your parachute, and land safely. If that’s too academic, click here to listen to Tom Brady.

Senior Living Is Shifting From Care to Lifestyle

Senior living’s future is not just about care. It is about creating environments where older adults feel safe, supported, and fully alive. In this clip, Gaurie Rodman explains why the next generation of residents will expect more than protection — they will want choice, identity, energy, and a lifestyle that helps them stay connected to what makes life meaningful. Watch the full episode here.

Transcript:

If I’m aging, and I’m thinking to myself that part of it is table stakes — it’s looked after. Either the building is looking after me, or technology and systems, or people, or a combination of all three is making me safe.
But everything about this space empowers me to be my best self — whether it’s that I want to continue to travel, or I’m a foodie, or I just want a little crazy in my life. I want intergenerational connection. I need that, because that’s what drives vitality. That drives better health care. That drives better living.
It’s all about living your best life — and then not just being kept going.

What Do I Need To Stop Believing About Myself?

By Steve Moran
I attend 15 to 25 conferences a year. I have conversations with thousands of leaders, some casual and some amazingly deep. I’ve been doing this long enough that it should feel routine. And yet I am still terrified walking into every single one.
A while back I started doing short one-question street interviews. The format is simple: I walk up to a stranger and say something like, “I’m doing a series of one-question interviews. Can I interview you?”
That’s it.
Easy ask.
Low stakes.
Except it isn’t. Not for me.
Every time. Every day. That first approach is almost paralyzing. In truth, there have been days I didn’t do it at all because fear won. I stood there with every intention of walking up to someone and just … didn’t.
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What Boomers Really Want From Senior Living

By Rebecca Wiessmann
Steve Moran talks with Gaurie Rodman of Direct Supply in this episode of Directly Speaking. Watch the full conversation here.
Senior Living’s Boomer Challenge Is Not About Age — It’s About Identity
Senior living keeps asking what boomers want.
That sounds like the right question, but Gaurie Rodman makes it clear that it is probably incomplete. The deeper question is this: how do you design for a generation that does not particularly want to get old in the first place?
That tension matters.
Boomers are not simply looking for a safe place to land. They want safety, yes. They want support, yes. But those things by themselves are not enough. Safety is not vitality. Security is not meaning. And being protected is not the same as feeling alive.
That is where the conversation around senior living design often goes sideways.
Aging Is Personal — Not Just Practical
Gaurie describes the challenge as partly cultural and partly personal. In America, aging has too often been framed as decline. Youth gets celebrated. Aging gets managed. That story gets stuck in people’s heads for decades.
So when someone begins to consider senior living, they are not just making a housing decision. They are dealing with identity.
Who am I now?What does this choice say about me?Will this place let me stay myself?
Those are not soft questions. They are central questions.
Too much of senior living has historically been built around circumstances instead of personhood. A resident needs care. A building provides care. End of story.
But that is not how people choose where they want to live for the rest of their lives. Every housing choice before that point reflects values, preferences, aspirations, and self-image. Senior living should not suddenly become the one stage of life where those things no longer matter.
The Taj Mahal Problem
Steve raises an issue that many in the industry understand instinctively. A lot of senior living has been shaped by real estate thinking.
That often means big, beautiful, impressive buildings — spaces meant to wow on first impression. There is logic to that. Investors like strong assets. Prospects like attractive environments. Everyone likes a building that feels polished.
But there is a danger too.
A building can be gorgeous and still feel wrong.
If the environment is scaled more like a grand lobby than a home, if it feels performative instead of personal, if it prioritizes image over connection, it misses the point. Gaurie says what many people have thought but not said out loud: some of these environments feel less like home and more like institutions dressed up in nicer finishes.
Boomers are not going to embrace that easily.
They want agency. They want relevance. They want spaces that help them continue being themselves, not spaces that quietly tell them their real life is over.
Flexibility Is Not Optional
One of the most important ideas in the conversation is this: the industry does not actually know exactly what the next generation of residents will want.
That uncertainty is not a problem to hide from. It is a design condition to accept.
Gaurie talks about the need for flexible, adaptable buildings. Not because flexibility is trendy, but because the market is changing too fast — and the consumer is too complex — for rigid thinking.
That means buildings should not be designed around one frozen model of aging. They need to support multiple lifestyles, evolving expectations, and changing levels of care. They need to make room for individuality.
That is hard. It is expensive. It requires discipline.
But the alternative is worse: building communities that are obsolete before they fully stabilize.
Community Matters More Than Containment
Another major shift is this: senior living cannot keep pulling people out of community and expecting them to feel whole.
For years, the model has often been to find a nice piece of land, place a beautiful building on it, and create a self-contained world. The intention is usually good. The result is often clean, efficient, and safe.
But boomers do not necessarily want to be removed from life in order to receive support.
They want connection to neighborhoods, to activity, to intergenerational energy, to ordinary daily experiences. They do not want to disappear into a protected bubble. They want environments that keep them linked to the broader world.
That is more than a location issue. It is a philosophical issue.
The best senior living design does not say, “Come here and retreat.” It says, “Come here and keep living.”
The Real Goal
The most powerful thread in this conversation is that design is not really about buildings. It is about human possibility.
Can the environment help someone remain adventurous?Can it protect without smothering?Can it support without diminishing?Can it create belonging without erasing individuality?
That is the challenge senior living has to solve.
Not how to build prettier buildings.Not how to create a shinier lobby.Not how to make aging look less old.
The challenge is how to create environments where people can still feel like themselves — maybe even more fully themselves — as they age.
That is harder work.
It is also the work that matters most.

A New Space for Honest Conversation in Senior Living

In this launch clip, Murry shares what excites him most about Murry Off the Mic: honest conversation, meaningful growth, and the people behind the work. Watch the full episode HERE.

Transcript:
Steve Moran here. As many of you regular viewers know, we are at a top tech gathering in Las Vegas, and today we are launching a brand-new show called Murry Off the Mic. I am so excited about it.
First, thank you so much to Procare HR and Foresight for even thinking of me for this. It is a real honor.
What excites me most about this opportunity is all of the people I have met through the years and the chance to bring them into an environment where we can have a real conversation. I am looking forward to growing through this experience, and I hope the audience is interested in growing with me.

Revolutionizing Your Resident and Team Experiences at Zero Cost

By Steve Moran
This is something that has been rattling around as disconnected thinking in my head for months. I had the sense there was something here but was at a complete loss.
While at LTC100 in Scottsdale a while back, like magic, the dots connected. Two observations I couldn’t reconcile suddenly became one big idea.
The two observations:

When expenses start creeping up, it is a widely accepted practice to take a hard look at all expenditures, looking for even small ways to reduce costs. When you shave pennies in enough places, it creates meaningful, measurable improvements to the bottom line.
There are dozens, maybe hundreds, of technology vendors that promise higher efficiencies and staff savings. Mostly, the claims get dismissed because unless a technology can allow you to reduce headcount or scheduled hours, the rightful reaction is, “So what?”

A New Way To Think About It
Here is the problem that no one ever talks about: tasks always win. Team members are hired to do a job, and that job is ultimately a series of tasks. Meaningful connection with residents is also expected, but when time is tight, connection is what gets crowded out every single time. 
As I was listening to some interesting AI technology pitches that included the usual claims of staff savings, it hit me hard that they were onto something big that no one is talking about.
It’s Huge
If organizations started looking for penny-sized savings in team workflows, those pennies would add up to meaningful extra minutes, maybe even extra hours, that could be used to create better experiences for residents.
Imagine your team members recouping 30 minutes a day. Or an hour.
Where the Minutes Could Come From
The savings are hiding in the friction nobody talks about. A few examples:

A care aide spends 12 minutes per shift tracking down a supervisor to ask a documentation question that an AI assistant could answer in 30 seconds.
A nurse dictates incident notes by voice instead of typing them out. That’s 8 minutes back per report.
Scheduling software eliminates three phone calls to fill an open shift. That’s another 15 minutes.
Automated family updates, a brief text or email triggered by a care event, replace the manually written message the charge nurse was composing at the end of a long shift.
The resident wears a patch or spends one minute in front of a technology-based mirror that captures vitals, loads them into the resident record, and flags possible changes in condition.

None of them is dramatic or even noticeable by themselves. But across the team and across a week or month, those moments become additional meaningful encounters between residents and team members.
What You Do With Those Minutes
This is where it gets good:

A caregiver sits down next to a resident who has been quiet all morning, not to complete a task, just to be present.
A dining team member notices a resident’s birthday is tomorrow and spends five minutes personalizing their place setting.
A nurse calls a family member not because something went wrong, but to share something the resident said that made the whole hall laugh.
A med tech finishes a pass early and takes a resident outside for ten minutes of fresh air because the weather is nice and the resident mentioned yesterday that she missed her garden.

None of those things cost money. Every single one of them is the difference between a community that delivers care and a community that delivers an experience.
The Real Opportunity
The senior living industry has been asking technology to solve a staffing problem. That is the wrong question.
The right question is, “What would your team do with their time if the friction got out of the way?”

The Frontline Is Not a Cost Center; It’s the Value Proposition

By Rebecca Wiessmann
In this episode of Heard in the Halls, Lindsey Daugherty sits down with Serina Durrah, VP of Operations at Clayborn Senior Living, for a conversation senior living leaders badly need to hear. Watch the full episode here.
Serina’s story starts where senior living really happens: on the floor.
She became a CNA in high school. Her first job after graduation was as a caregiver in assisted living. Like a lot of people, she assumed it would be a stepping-stone to something “more prestigious” — a hospital, a doctor’s office, a more traditional health care path.
Then she fell in love with the residents.
One resident, in particular, became almost like a grandfather to her. Every day, he greeted her, pointed at her, asked how she was doing. That connection changes everything.
And this is the first leadership lesson senior living needs right now: People do not stay in this industry because the spreadsheets are beautiful. They stay because residents become real.
The Missing Voice At The Table
As Serina moved from caregiver to med tech, assistant care director, business office director, executive director, regional leader, and now VP of operations, she brings something with her that too many leaders lose along the way: the memory of what it feels like to be the person actually delivering the care.
That matters.
Because in senior living, decisions made in conference rooms do not stay in conference rooms. They land on caregivers. They land on nurses. They land on housekeepers, cooks, dining teams, maintenance directors, activity teams, and executive directors already trying to manage 49 things before lunch.
A process change may look smart on paper.
A labor target may look reasonable in a boardroom.
A new initiative may sound simple in a meeting.
But Serina asks the question every operator, investor, and executive should be asking: How does this affect the frontline caregiver?
Does it make the work easier?
Does it make the work more efficient?
Or does it make an already hard job harder?
That is not a soft question. It is a business question.
NOI Starts On The Floor
Lindsey pushes into the question many leaders are thinking but do not always say out loud: If an investor wants to increase NOI, why does the caregiver matter?
Serina’s answer is simple: senior living is the care business.
If the frontline team is not strong, resident satisfaction suffers. If resident satisfaction suffers, occupancy suffers. If occupancy suffers, revenue suffers. If revenue suffers, NOI suffers.
This is not complicated.
It is also not always easy.
The caregiver is not just a line item under labor. The caregiver is the person who knows whether Mrs. Johnson is eating, whether Mr. Smith is more confused today than yesterday, whether a family member is worried, whether a resident is lonely, whether a fall risk is increasing, whether the community feels warm or cold.
That is the business.
And when those caregivers are frustrated, exhausted, ignored, or unsupported, the spreadsheet eventually tells the story. It just tells it too late.
The Spreadsheet Doesn’t Show The Whole Day
Serina makes a point every ownership group should tape to the wall: When leaders only look at the numbers, they miss what happened in real life.
They see labor over budget.
They do not see five family members walking in with questions.
They do not see two residents getting sick.
They do not see one resident falling.
They do not see a coworker calling out.
They do not see a caregiver running behind, trying to serve residents well while feeling like she is failing everyone.
This is where senior living often breaks down. The people farthest from the work make assumptions about the people closest to it.
Serina’s dream is simple: Investors and executives should spend time in communities and actually witness what frontline staff are doing every day.
Not a polished tour.
Not a staged visit.
A real day.
Because a real day in senior living is messy, human, unpredictable, and full of moments that never make it into a dashboard.
Collaboration Beats Command And Control
Serina is clear that operators understand investors need a return. The goal is not to pretend margins do not matter. The goal is to create a more honest path to getting there.
That path requires collaboration.
When operators ask for something specific, they need ownership and investors to listen with an open mind. When performance needs to improve, operators need room to explain what is happening, what plans are in place, and what obstacles are real.
Sometimes progress slows because people are dealing with people problems — HR problems, resident issues, family concerns, staffing realities, or regulatory constraints.
You cannot simply “terminate everyone” because there was a bad month.
You cannot spreadsheet your way around trust.
You cannot demand performance from teams who feel ignored and unsupported.
But you can build clarity. You can build accountability. You can build trust. And you can build a bridge between the people watching the numbers and the people creating the results.
The Bottom Line
The biggest leadership mistake senior living makes is treating the frontline as the expense that needs to be managed instead of the engine that creates the value.
Serina’s journey from caregiver to VP is not just a nice career story. It is a warning.
If senior living wants better occupancy, stronger retention, higher satisfaction, and healthier NOI, leaders need to get closer to the halls.
Because the answer may not be in the board deck.
It may be with the caregiver who just finished helping a resident feel human again.

Education and Training: Leadership Basics

By Jack Cumming
Recently, I set myself a task that most would avoid but which proved surprisingly thought-provoking. That task was to reread George Eliot’s, Silas Marner. You may not know either the author or the book, but it has the potential to teach more about building senior living communities than any contemporary academic analysis.
Understanding Communities
Let me explain. I was interested in learning more about why some purpose-built communities come together well, even as others seem dysfunctional. This phenomenon is central to senior housing. Some communities, like Goodwin Living in Northern Virginia, are very successful. Others, though, have residents at odds with operating management.
This may seem a little like trying to understand why some marriages work and others … well … do not seem to have been made in heaven. Sensing that commonality, I first looked to social psychology as a possible starting point. Someone suggested a book, and I dove right in.
The book was, Attached, coauthored by Amir Levine, a neuroscientist and psychiatrist, and Rachel Heller, a psychologist. That led me to a school of psychology, “attachment theory,” attributed to John Bowlby, a British child psychiatrist, and Mary Ainsworth, a developmental psychologist.
“Attachment theory” posits that the bond between infants and their primary caregivers is informative for subsequent adult behaviors. That seemed like Sigmund Freud’s observation that infancy is critical for human development. In today’s understandings, that’s self-evident.
Deeper Understanding
If modern clinical psychology originated with Freud, with attachment theory seeming obvious and even trite, I considered what wisdom that could inform community formation existed before Freud. My first thought was that wisdom about human behaviors was found in literature.
I then remembered a book we were forced to read in high school that had no meaning for me at the time. The book was George Eliot’s, Silas Marner. From later studies, I knew, though, that Mary Ann Evans, known by her pen name George Eliot, was a novelist fascinated by medicine (e.g., Middlemarch).
That seemed the reverse of Freud’s path as a physician fascinated by the stuff of novelists, infidelity, etc. The novelist’s eye for emotions seemed more likely to be productive for my quest than did Freud’s clinical approach. That proved to be dramatically true, and it opened to my adult understanding, a curricular misadventure from high school.
Community Insights
Silas Marner is about communal life in a small English village in the early 19th century. Get it? The communal life depicted in Marner is very similar to communal life in senior living today, or to communal life in any era, for that matter. The language is colloquial and archaic, but that can heighten the sense of universality that can inform our understanding of senior living communities. Every community is both universal and unique. Here’s an example:

“Priscilla here turned to the Miss Gunns, rattling on in so much preoccupation with the delight of talking, to notice that her candour was not appreciated.”

We can all think of people who talk at length with little content of interest. Perhaps, even, that is more common among the residents of a senior living community than among younger people. Still, I know many corporate leaders who like to sing at length about their unique insights and wisdom.
Another example comments on medical practice and might be as valid today as it was then, though the remedy proposed would not be accepted today.

“Silas had taken to smoking a pipe daily during the last two years, having been strongly urged to it by the sages of Raveloe, as a practice ‘good for the fits’, and this advice was sanctioned by Dr. Kimble, on the ground that it was as well to try what could do no harm – a principle which was made to answer for a great deal of work in that gentleman’s medical practice. Silas did not highly enjoy smoking and often wondered how his neighbours could be so fond of it.”

Even today, many a doctor would never question the use of chicken soup as a remedy for a cold or a spoonful of honey for a cough.
Assuming you were inflicted with the reading of Silas Marner before your awareness was ready for the encounter, you remember that Silas was a miser, hoarding money, until Providence sent him a greater purpose. That, too, has its parallels in senior living. There are many who are motivated more by personal gain or personal adulation until something brings them to turn emotionally, as Silas did, toward a higher mission.
Education and Training
That brings us to the subject of this article, the distinction between education and training. Both have come to be found on college campuses today. Education is a broad exploration of human experience. I was blessed to have early been attracted to culture and history, and I continued to pursue that interest in graduate school, though I never completed a dissertation.
Training involves indoctrination into the practices of a vocation. Many people major in business, social sciences, or practical arts. I was also blessed to find employment at age 22 that allowed me to work my way through the examinations to qualify as a Fellow of the Society of Actuaries. Like reading for the law, actuaries are still able to learn without having to spend time in classrooms.
There is a difference between training and education, and, candidly, the advanced study of history has served me better in business than has the mastery of the math, compliance, and business concepts required for Fellowship.
Authority or Skepticism
Here’s my explanation of why that has been so. With training, even in a university, there is usually a textbook that forms the authority for the course. Students are expected to master the text, and that requires memorization. The result is to reduce emphasis on the art of questioning the status quo. I know of no vocational program that encourages students to question the textbook in search of a better approach.
Education is different. Understanding of human nature and critical thinking form the core of what is taught. A good history professor,  or literature, philosophy, or even religion professor, encourages students to challenge the understanding that the professor presents in the lecture hall. The professor is usually still learning as opposed to vocational professors who are mostly teaching.
Well-Rounded is Best
Both skills, mastery and creativity, are the makings of great business leaders. Business is continuously changing and rapidly at that. History can help understanding of how progress advances. Those who have been schooled in business or other vocational curricula are well served later in life to delve into the humanities, especially history and literature, to gain the adaptive skills to stay ahead of the pace of change.
For those grounded in the humanities, business requires an understanding of finance, economics, risk management, accounting, and other technical topics. Presumably, a university experience has developed skills of rapid reading, absorption of varying customs and practices, and clarity in writing. People wishing to prepare for the opportunities ahead can benefit from reading in the areas they missed in college. Writing and publishing can hone clarity of vision and attract helpful feedback.
Learning is lifelong and never stops, whether it is credentialed by the awarding of degrees or merely provides the basis for more effective leadership.

The Leaders Who Can’t Be Wrong Are the Most Dangerous Ones

By Steve Moran
Best-selling author Adam Grant recently recommended this article, “The Personal Value of Conversations Across Serious Disagreement (guest post).” My immediate reaction was something like this:
This is what the world needs right now.
It seems like on social media, people are either too harsh, too agreeable, or too afraid of disagreement. None of which makes the world a better place. None of which helps organizations get better. Here is what I am seeing …
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I Am So Cool …

By Steve Moran
I just checked. I have 31,475 followers on LinkedIn. I bet you don’t have that many.
Confession: I actually feel completely smarmy telling you that.
Honestly, it means nothing, except maybe a lot of wasted time on LinkedIn. If your goal is to grow your LinkedIn follower numbers, anyone can do it. It’s not an overnight thing. I have been on LinkedIn since its early days — at least 20 years back, when having 1,000 connections was a big deal, and no one could quite figure out what to do with it.
One more thing you should know about my LinkedIn stats: there are plenty of people out there in the senior living ecosystem who rack up way more impressions per year than I do.
What It All Means
I am not suggesting that you shouldn’t pay attention to your LinkedIn analytics. You absolutely should. But followers and impressions can easily become vanity metrics that feed one’s ego and nothing else. I have a number of friends who are trying to sell services, good services, valuable services, who have had posts go viral, only to be disappointed that it brought them zero business.
What Counts
There are really only two things that count on LinkedIn:

It Grows Your Business. This means different things for different people and organizations. In some cases, the posts become “top of the funnel” that trigger a sales sequence that leads to business. 
It Makes the World a Better Place. This is perhaps more subjective, and some might even call it judgmental, something I am glad to own. Here is what I mean. Does your post help leaders lead better? Does your post help people think about things differently? Does it inspire them to live a better, happier life? These are the things that count.

The Highest Value
As I have been working on this article, I have come to believe the highest value LinkedIn offers is actually the simplest: making new connections and deepening existing ones.
In person, human-to-human, will always be the richest form of relationship building. That’s followed by phone calls and video calls. But sometimes, because of distance, time, and energy, LinkedIn becomes the thing that keeps us connected until we are in the same place at the same time. And when that moment comes, those conversations are richer because of it.
We have AI, and we have social media. Both have made our lives better, maybe. If I’m honest, I’m not 100% sure I believe that, even though I use both constantly.
What I do believe is this: the platform is only as valuable as what you bring to it. Followers and impressions won’t tell you that. But the person who reaches out because something you wrote mattered to them, that says it all. 
When the Numbers Count
When I sold Senior Living Foresight to ProcareHR, that follower number had a real dollar value attached to it. Reach matters when you’re building something. Influence is an asset when it’s time to put a price on what you’ve built.
So I’m not here to pretend numbers don’t matter. Sometimes they genuinely do.
But the question that actually matters is this: did your post make anything better for anyone?
The Closed Loop Problem
You can feel it when you scroll …
Trite memes dressed up as wisdom. Culture eats strategy for breakfast. Teamwork makes the dream work. If you want to go fast, go alone; if you want to go far, go together. Fail fast, learn faster. You miss 100% of the shots you don’t take.
Maybe. Maybe not. But they got likes, so here we are.
Poor me posts about how overworked and misunderstood they — fill in the position … executive directors, marketing directors, life enrichment directors, regional leaders — are, with no path forward and no solution offered.
Photos that are really just “look how cool I am” with a caption stapled on.
Trivia posts. How much meat should be in a taco? How many things on this list have you done? Designed entirely to generate engagement, carrying zero actual value.
Complaints about AI. Every. Single. Day.
None of this makes anyone’s life better. None of it grows anyone’s business. It just recirculates, performing influence for an audience that is performing right back.
What Actually Builds a Following
I’ve been writing for senior living leaders for a long time. The following I have didn’t come from posting my metrics. It came from saying things people recognized as true and valuable, even when those things were uncomfortable.
That’s a slower build. It doesn’t generate the same short-term spike. But the people who follow you because you said something that mattered are a completely different audience from the people who followed you because your number looked impressive.
One of those audiences will still be there in five years.
The Only Number Worth Posting
LinkedIn is an amazing platform that gives you the opportunity to improve the lives of your audience and, by extension, your audience’s audience.
When you post things that bring real value to people, you make the world just a little bit better. That makes your life better and your organization better.
And ultimately, it will make you more money, since we are all selling something.

S8 Episode 8 — Why Where You Live Shapes How You Age with Ryan Frederick

What if the most important decision you’ll make as you age isn’t about healthcare, finances, or retirement — but where you choose to live?
In this episode of Foresight Radio, Steve Moran sits down with longevity strategist, author, and place planning expert Ryan Frederick to explore why “place” may be the most overlooked factor in healthy aging.
Ryan shares his unique journey from Silicon Valley engineer to senior living developer, consultant, author, and founder of Here. Along the way, he discovered a powerful truth: where we live shapes our health, relationships, financial well-being, and overall quality of life more than most people realize.
The conversation dives into Ryan’s Four Quadrants of Place Planning framework—Environment, Health, Community, and Finances—and why aging in place isn’t always the best goal. Instead, Ryan argues that intentionality, adaptability, and social connection should drive our decisions about where and how we live.
Steve and Ryan also discuss:
✅ Why community matters more than amenities
✅  The surprising link between friendships and longevity
✅  Why “resident experience” may be the wrong focus for senior living operators
✅  The danger of the “forever home” mindset
✅  How senior living communities can help prospects make better decisions
✅  Why the best communities empower residents to shape culture themselves
✅  The role of place planning in helping older adults thrive for decades
Whether you’re a senior living leader, aging services professional, family caregiver, or simply thinking about your own future, this conversation will challenge how you think about aging, independence, and belonging.
🎙️ Listen now and discover why the future of aging may not be aging in place—it may be finding the right place at the right time.

How Senior Living Stumbled Into One of Its Biggest Ideas

By Rebecca Wiessmann
This article is based on the Pivot with Pettit episode “From City Planner to Senior Living Pioneer: Mitch Brown on the Future of Senior Living.” Watch the full conversation on YouTube.
Active Adult Didn’t Arrive With A Grand Plan
Senior living loves origin stories.
Usually, those stories are a little cleaner than reality.
One of the best parts of Bill Pettit’s conversation with Mitch Brown is hearing how active adult did not emerge from a giant whiteboard strategy session or a perfectly timed market thesis. It emerged the way many good ideas emerge in this industry — through a problem, a half-finished building, some market intuition, and a willingness to try something that did not fit neatly into the existing categories.
That matters because active adult is now one of the most talked-about segments in senior housing. But Mitch’s story is a reminder that before it became a category, it was simply a response to unmet demand.
A Building No One Quite Wanted
Mitch describes a partially constructed project in Orange County that had originally been intended for assisted living. The bank had effectively walked away from it. The market did not support the original plan. The asset needed a new idea.
Instead of forcing it into the wrong box, Mitch saw something else.
He saw demand for modest, independent housing for older adults at a good price and without a government subsidy. Not luxury. Not licensed care. Not a traditional independent living community with all the bells and whistles. Just a place that met a real need for older adults who wanted something simpler and more affordable.
The result was 139 units in Laguna Hills.
The rent was around $600 a month.
And the community leased all 139 units in 90 days.
That is not just a success story. That is market feedback.
The Industry Was Already Changing
What makes Mitch’s view especially helpful is that he connects this early experience to a larger shift that was already underway.
Even in the late 1990s and early 2000s, he and others could see traditional independent living changing. Residents were moving in older. Frailty was increasing. The product was drifting away from truly independent older adults and toward a customer with more needs and, often, a higher price point.
That left a gap.
A lot of people did not need licensed senior living. They did not want traditional multifamily housing either. They wanted age-friendly housing, lifestyle, community, and ease — but without all the structure and cost that came with full-service senior living.
That gap is where active adult began to make sense.
Not as a buzzword. As a response.
The First Try Wasn’t Easy
One of the reasons this episode works so well is that Mitch does not romanticize any of it.
He and his team later built more active adult communities in California through Kisco, and they quickly discovered that running them was not simple. In fact, one of the most important lessons in the interview is that active adult is not just senior living with less care, and it is not just multifamily with older residents.
It is its own thing.
That sounds obvious now, but apparently it was not obvious then.
Their operators, who were excellent in traditional senior living, struggled. The staffing model was different. The service mix was different. The residents were younger and wanted something different. The whole operating approach needed to shift.
So they pivoted.
They brought in a multifamily partner to handle the multifamily side while Kisco handled the senior housing side — sales, lifestyle, marketing, and the resident experience. In other words, they stopped trying to force one existing model to do a job it was not built to do.
That decision feels important.
Too much of senior living innovation is really just old operating assumptions wearing new clothes. Mitch’s story suggests that active adult only started to work when they respected the fact that it was different.
Why This Still Matters
This is not just a story about what happened years ago.
It is a story about what the industry still gets wrong.
Active adult is sometimes treated as easy because it appears lighter. Fewer services. Less care. Leaner staffing. Simpler buildings. But that can lead to the mistaken belief that it requires less thought.
Mitch makes it clear that it requires different thought.
Different customer. Different economics. Different sales process. Different expectations. Different psychographics. Different ways of building community.
That may be one reason the segment continues to attract interest while also frustrating people who underestimate it.
The Bigger Lesson
There is a bigger point sitting underneath all of this.
The best innovations in senior living often happen when someone notices the market changing before the language catches up. Mitch and others saw a customer who was not well served by existing options. Then they started building for that customer.
That is what the industry has to keep doing.
Because active adult itself may not be the final answer. It may just be one more chapter in a broader rethinking of how older adults want to live.
And if Mitch Brown’s story tells us anything, it is that the next big idea in senior living may already be sitting there in plain sight — half-built, badly categorized, and waiting for someone to see what it could become.

Dirty Jobs Insanity

By Steve Moran
This might be the most insane leadership technique I have ever encountered … in the best kind of way.
Once a month, the entire corporate team at Heritage Communities abandons their “important corporate office work” and heads to one of their senior living communities to do something way more important.
They do things like raking leaves, painting parking lot lines, cleaning out a pond, scrubbing whatever needs scrubbing. Doing the most unpleasant tasks that no one likes doing but that have to be done.
They call it Dirty Jobs.
When Amy Birkel, the COO of Heritage, told me the story on Foresight TV, I was enthralled. It’s not just a program; it is something truly revolutionary.
Here is what happens …

Continue Reading on Practical Passionate Leadership (Substack) …

What’s Your Business Model?

By Jack Cumming
The opening sentence of the video was a grabber, “Aldi breaks most of the rules of modern retail.” Imagine a senior living enterprise about which the first thing that came to mind was, “[LongLife Community] breaks most of the rules of [senior housing].” My passion has been business, and my age has brought me into senior housing. Naturally, I watched the video looking for ideas that might help senior living providers, their residents, and their industry associates.
The Middle Market
For a long time, articles and postings about senior living have heralded not only the coming demographic wave but also the largely untapped middle market. For the middle market, the tendency has been to emphasize Active Adult 55+ and Margaritaville as what the middle market wants and can afford. It’s as if all middle-market seniors were heavy drinkers and golfers.
My insight is that we can find, in Aldi’s approach, a more suitable business model for the large, neglected middle market. Many of the operating principles that are driving Aldi’s growth can apply equally well to bringing senior living to the middle market. That doesn’t mean that more affluent agers won’t sometimes choose the more frugal offering. Think of all the wealthy people who shop at Target, always giving it a snooty French pronunciation, “Tar-zhay,” with emphasis on the second syllable.
Frugal Operations
From the outset, Aldi emphasized “no frills” to drive home its value proposition of low prices. After all, the name, “Aldi,” is derived from “Albrecht Diskont.” Albrecht was the surname for a German family’s grocery business, and “Diskont” translates to “Discount” in English.
Two brothers, Karl and Theo, took it over, introduced low prices and frugality, and then divided it into two corporations, Aldi Nord and Aldi Süd, to resolve a brotherly dispute. According to the video, Aldi’s watchword, at least for Aldi Süd, has been to question everything: “Does this reduce the total cost of serving the customer over time?”
The very name, “Aldi,” declares that the business offers quality (family reputation) at a discount. They don’t waste money on architectural and other frippery. They focus on giving value to consumers. In senior living, it could be branded to provide a similarly barebones offering with homestyle food, resident volunteers, and simple living. “Does life enrichment reduce the total cost of residency over time?” Answer, “No, residents could handle that for themselves.” And that’s just a cost-saving beginning.
Ownership Structure
Aldi’s unusual ownership structure is part of its unique business model. To begin, neither Aldi Nord nor Aldi Sud is a public corporation, nor are they not-for-profit. They are more akin to benefit corporations since continuity of employment for employees and long-term value for customers are driving principles.
Before World War II, Germans were known principally for frugality and industriousness. The Albrecht brothers, who created Aldi, were of that generation, and they served in the German military during World War II. Military values were derived from Prussian concepts. Among those values were loyalty, discipline, duty, readiness, and unit autonomy.
These values are implicit in many of the concepts that have allowed Aldi to thrive. It suggests what Germany might have been capable of if it had not pursued conquest, antisemitism, and German (Aryan) superiority. The Albrechts today are the wealthiest family in Germany, and they have global reach. Still, there is goodness in the “Stiftungen” (foundations, trusts, beneficences) which have the overall ownership authority.
Goodness As a Value
That “goodness” is evident in the practice of letting checkout clerks sit instead of having to stand all day, as is common elsewhere. Aldi’s employees are mostly happy with their treatment. Compare that with a Spectrum Cable store I visited recently. I asked an employee why they didn’t have stools. The answer: “We’re required to stand if there’s a customer in the store.” That’s the usual American norm.
Could following the abstemious values that have guided Aldi and made the Albrechts the wealthiest family in Germany help senior living better fulfill the industry’s mission? Could moving away from not-for-profit organization toward benefit corporations give the industry latitude to better serve its beneficiaries, the residents? These are questions that deserve serious conversation.

My Network Has an Expiration Date … and So Does Yours …

By Steve Moran
I came across an Instagram post this week from Jen Gottlieb. Seven things she’d do if she were starting her network from scratch. Weekly networking events. Daily connection calls. Monthly gatherings you host yourself. 
A list of 20 dream relationships you study intentionally.
It was a great list, and I saved it. 
There was something, though, that got me thinking … It was an assumption about me, well, not me personally, but about everyone who read the list. It was an assumption that I think is fundamentally wrong for most people. 
It’s in her very first task … “I would go by myself to a new networking environment every week that attracts the type of people I want to meet.”

Continue reading on Practical Passionate Leadership (Substack) for free.

The Future of AgeTech Is Not a Button. It’s a Village.

By Rebecca Wiessmann
This article is based on a recent Tech Tuesday livestream conversation with Steve and Chia-Lin Simmons, CEO of LogicMark. You can watch the full conversation here: The Future of Caregiving: Digital Twins, Smart Homes, and Aging-in-Place in 2026.
For decades, medical alert technology has lived in the “I’ve fallen, and I can’t get up” era.
A button. A call center. A device that often screams “old” louder than it delivers dignity.
Chia-Lin Simmons thinks it is time for that to change.
As CEO of LogicMark, she brings a very different background to the aging services world. She has spent nearly 30 years in technology, including time with companies like Google, Amazon, Audible, and other AI and connected-device businesses. At first glance, moving from big tech and artificial intelligence into medical alert devices might seem like a strange career turn.
But for Chia-Lin, it is deeply personal.
Like many Gen Xers and millennials, she is part of the sandwich generation — caring about children, careers, and aging loved ones at the same time. And she sees a gap between the connected world younger caregivers already live in and the tools available to help older adults remain safe, independent, and connected.
“We are still using old-world technology for one of the most important human challenges we face,” she says.
The Ramen Noodle Moment
Her passion was shaped in part by a story involving her late mother-in-law.
After her father-in-law died, Chia-Lin’s mother-in-law was living in a two-acre home in New Jersey. The family persuaded her to wear a medical alert device. It was the best available option at the time.
Then, during lunch at a ramen restaurant in Oakland, she sat down a little too quickly. The device mistakenly detected a fall and loudly asked if she was okay.
The restaurant went silent.
Everyone stared.
This elegant, artistic, independent woman was mortified.
That moment stuck with Chia-Lin. The technology was intended to protect her. Instead, it embarrassed her.
That is one of the central challenges of aging technology. It cannot simply work in a technical sense. It has to work in a human sense. It has to preserve dignity. It has to reduce stigma. It has to be something older adults will actually use.
Because the best safety device in the world is useless if it sits in a drawer.
Beyond Reactive Technology
LogicMark’s newer products are built around a broader vision than the traditional medical alert button.
The company offers wearable and mobile devices with features like fall detection, geofencing, video check-in, medication reminders, and connections to family caregivers, professional monitoring, and 911 support.
But Chia-Lin is especially interested in moving from reactive care to proactive care.
Reactive technology says: Someone fell. Get help quickly.
That still matters. A fast response can make a real difference in outcomes.
But proactive technology asks a bigger question: Can the data show that someone is becoming more likely to fall … before the fall happens?
That is where digital twins enter the conversation.
What a Digital Twin Really Means
The term “digital twin” can sound like buzzword soup. Or worse, creepy.
In this context, Chia-Lin describes it more simply: a data-based model of a person’s patterns over time.
How many steps are they taking? Are they taking their medication? Is their walking changing? Are there shifts in activity, blood pressure, glucose, sleep, or other health signals? Are those changes meaningful when compared with their own baseline?
This matters because most health care encounters are snapshots. A person sees the doctor at a single point in time. They may feel better that day. They may forget what happened last week. A family caregiver may notice something has changed but not be able to describe it clearly.
A digital twin offers a longitudinal view.
It does not diagnose. It does not replace the doctor. But it can say, “Here are the pattern changes we are seeing. This might be worth paying attention to.”
That kind of information could be useful to family members, professional caregivers, and physicians — particularly when it is shared as data rather than as a self-diagnosis from “Dr. Google.”
AI Should Not Be The First Responder
One of Chia-Lin’s strongest points is that AI has a place in caregiving, but not everywhere.
She is not excited about putting AI on the front line of an emergency.
If someone has fallen, is injured, or is frightened, the last thing they need is a bot trying to decide whether the problem is real. Most people already know the frustration of customer service systems that make it hard to reach a human. It’s annoying when dealing with a bill — it is unacceptable when someone may have broken a hip.
Instead, Chia-Lin sees AI as most useful behind the scenes.
AI can analyze large volumes of data. It can detect patterns humans might miss. It can compare changes over time. It can help caregivers and clinicians make better decisions.
In other words, AI should help people be more human — not replace the human response when people are most vulnerable.
Technology that Can Grow
For senior living operators, the conversation gets even more interesting.
Technology in communities has often required major infrastructure investments: wired systems, wall-mounted devices, pull cords, sensors, and platforms that become outdated long before the building does.
Chia-Lin argues the future should be more plug-and-play.
Senior living communities should not have to rip apart walls or make massive capital investments every time a better solution comes along. Devices should be easier to install, easier to update, and easier to integrate with families, care teams, monitoring centers, and community staff.
This is especially important because falls do not always happen near a pull cord. A resident may fall in the shower. They may fall after setting a device on a table. They may be conscious but unable to reach help.
The future of safety cannot depend on a resident crawling to the right spot.
The Real Promise Of Age Tech
Steve raises the concern many operators feel: There is an explosion of age-tech products. Walk any senior living trade show floor, and the number of technology vendors can be overwhelming.
What works? What is hype? What is affordable? What will residents actually use?
Chia-Lin believes the next few years will bring more plug-and-play technology, better use of AI, and smarter integration of data from multiple sources. The real promise is not simply more gadgets. It is connecting the dots between devices, caregivers, clinicians, and residents.
That means technology should be less siloed. A fall detection device, a smartwatch, a ring, a blood pressure monitor, and a medication reminder should not each live in their own isolated cloud. The value comes when the data works together to show meaningful changes in a person’s life.
Dignity Comes First
The biggest insight from the conversation may be this: aging technology will only succeed if it respects the people it is designed to serve.
Older adults do not want to feel monitored, mocked, or labeled as frail. Families do not want to feel constantly anxious or completely in the dark. Operators do not want another complicated system that is expensive to install and hard to maintain.
The future of caregiving technology has to be smarter. But it also has to be kinder.
It should protect without humiliating. It should alert without overwhelming. It should give families peace of mind without stripping older adults of dignity.
That is the real opportunity.
The future of caregiving is not just a better button.
It is a better village.

I Am So Damn Tired of Lying

By Steve Moran
No one ever told me that providing him the highest quality of life would require me to become a world-class liar …
As a regular reader of Foresight, you know a bit about my journey as a family caregiver for my 93-year-old stepfather Gary, who has Alzheimer’s. 
What you may not know is what that journey has actually required of me.
The Lie That Changed Everything
My mother was married to Gary for more than 40 years, second marriages for both. I am Gary’s caregiver because he has no children and no emotionally close biological family members. He has been part of my family since I was in my late teens.
Even though Gary had been divorced from his ex-wife, Monica, for decades, he still maintained a friendly relationship with her. She was even named to receive money in his will.
A few months ago, he received a phone call from Monica’s best friend informing him that she had died. He was bereft. Sobbing, hand-wringing, end-of-the-world pain and sadness and regret.
It was more overt emotion than he showed when my mother, his wife of 30 years, died.
It was hard to go through, but I know he loved Mom, and I blame his dementia. 
By the next day, he had forgotten the call. Forgotten she was gone. But … he had not forgotten about her. He asked me if I had heard from her or knew what was going on in her life.
I gently reminded him she had just passed away. In his Alzheimer-damaged brain, it was hearing the news for the first time all over again.
The same tears. The same broken heart. The same regret.
It took a third repeat of that cycle to realize the truth was doing nothing but inflicting pain.
Now when he asks, my response is different: “I haven’t heard much from her in a while. I’ll check in and let you know.” It solves the problem every single time.
But it’s not just Monica. There are questions that come constantly, and the truth would only cause pain.

“Do you know where my car is?”
“I wonder how my parents are.”
“Will you be back later today?”
“What’s going on with my business?”

The honest answer to every one of those questions would cause tears, anger, sadness, or regret. So I lie. 
Compassionate lies. Lies that protect him from a reality his brain can no longer hold.
A Grand Science Experiment
What I sort of knew, but never really understood, is that caring for someone with dementia is an ongoing science experiment. You try something, and if it doesn’t work, you try something else. If it works, you keep doing it until it stops working. Then you try again.
The lying is part of the experiment. It took three rounds of watching Gary grieve Monica before I found what worked. I imagine there are things I’m still getting wrong.
I don’t lose sleep over whether this is the right ethical framework. I lose sleep over whether I’m doing enough for him.

Opening Doors of Hope

By Rebecca Wiessmann
In a recent episode of Foresight TV, Steve sat down with Joel Theisen, CEO and founder of LifeSpark, and Dr. Bill Thomas, chief experience officer, for a conversation about rethinking senior living from the inside out. You can watch the full livestream here.
There is a problem in senior living that almost everyone knows, but almost no one says out loud.
We tell older adults and their families that senior living is a wonderful lifestyle choice. A place of connection. A place of support. A place where life gets better.
And yet, if we are honest, most of us are not exactly lining up to move in.
Steve put the question plainly: Are we lying to ourselves and to the public?
Joel Theisen did not dodge the question.
LifeSpark did not begin as a senior living company. Its roots are in home- and community-based care. That matters because LifeSpark’s model did not start with a building, a dining room, a care plan, or a sales pitch. It started with the person.
Joel describes LifeSpark’s 30-year journey as an effort to change the experience “from the customer side out, not the business side in.” That sounds simple. It is not. Most of senior living is still organized around silos: property management, care, food service, activities, medical appointments, therapy, hospice, home care.
Families experience those silos as noise.
Mom has another appointment. Dad has a UTI. Someone needs to check the medication list. Someone needs to figure out whether this trip to urgent care is really necessary. Someone needs to explain what the doctor said. Someone needs to answer the phone at 9 p.m.
Too often, that “someone” is the adult daughter, son, spouse, or friend who is already exhausted.
LifeSpark is trying to build something more complete.
Complete Senior Living
Joel calls it “complete senior living.” It includes senior housing, medical care, urgent response, hospice, palliative care, home-based services, and an experience model built around purpose, strength, and well-being.
That last part is where Bill Thomas comes in.
Bill has spent a career challenging the way aging services thinks about older adults. At LifeSpark, he is helping turn that challenge into operating practice.
One example is the Lifeguard program. Residents, staff, and family members are trained to become “lifeguards” in their communities — people who look out for dangerous situations, blow the whistle when something needs attention, and help make life better for themselves and their neighbors.
It is a simple idea, but it flips the script. Residents are not just recipients of service. They become part of the safety net. They become contributors. They become needed.
And then there is the sports league.
Yes, a real sports league.
LifeSpark has created what Bill describes as the world’s only inter-senior living community sports league. At the time of the conversation, 42 teams were competing in a triathlon tournament for a $42,000 purse.
No, they are not all swimming laps, biking roads, and running marathons. The events are adapted. Walking, steps, seated biking, upper-body movement, and team participation all count. The point is not to mimic an Ironman competition. The point is to build stamina, strength, teamwork, identity, and pride.
This could sound like a gimmick.
Joel insists it is not.
LifeSpark has made it part of the business model. Owners pay for it as a separate line item because they see the impact on lead generation, safety, length of stay, satisfaction, differentiation, and culture.
That is the important part.
Experience is Business Strategy
In too many organizations, experience is treated as decoration. Nice to have. Fun when there is budget. First to be cut when things get tight.
At LifeSpark, experience is strategy.
Bill put it this way: culture is not a side conversation. Culture is the glue that holds the value proposition together. How people think about one another, treat one another, encourage one another, and show up for one another becomes a strategic asset.
Joel added the hard business edge: LifeSpark uses zero pool staffing across 50 buildings. He ties that, in part, to a model where employees are not simply “cleaning butts and creating a safe environment,” but are part of something with purpose and vocation.
That is worth sitting with.
We talk endlessly about workforce shortages. We build campaigns. We tweak wages. We add signing bonuses. But maybe one of the most powerful retention strategies is giving people work that feels whole.
Not just tasks.
Not just shifts.
Not just compliance.
Work that opens doors of hope.
That phrase came up near the end of the conversation, and it may be the best description of what senior living should be trying to do.
Open doors of hope.
Creating Places People Choose
For residents, it might mean discovering they can still compete, still help, still belong, still grow.
For families, it might mean they can stop being unpaid care coordinators and go back to being daughters, sons, spouses, and grandchildren.
For team members, it might mean they are part of a mission that is bigger than the next task on the list.
And for the industry, it might mean we finally stop selling senior living as a place people should go and start creating places people could choose.
Bill offered one of the best lines of the whole conversation: “Big house, small life. Small house, big life.”
That is the story senior living has not told well enough.
Most people do not fear a smaller living space. They fear a smaller life.
They fear losing independence. Losing identity. Losing their pets, their garden, their routines, their neighbors, their freedom. They fear becoming invisible.
The challenge for senior living is not to pretend those fears are irrational. The challenge is to build communities where the tradeoff is honest — and worth it.
At some point, the big house becomes a burden. The gutters need cleaning. The chickens need feeding. The stairs become harder. The appointments multiply. The world gets smaller.
The opportunity is not to say, “You should move.”
The opportunity is to create places where people can say, “I could move there. I could grow there. I could still be me there.”
That is a much better story.
And more importantly, it is a much better business.

Code Blue, What to Do?

By Jack Cumming
One of the most controversial issues for senior living staff is whether CPR-trained staff and off-the-wall defibrillators should be everywhere and, if so, should they be used. The kind of incident that gives rise to this decision is often called a “code.” Obviously, it’s not uncommon for old people to “code” at dinner with young wait staff standing nearby.
Logically, most residents tend to want to be resuscitated if there’s any chance that they might have a normal life afterwards. Providers, though, fear liability, and with good reason. Those who know are aware that fragile bones weakened by osteoporosis can easily cave under the compressions of CPR, causing harm or even fatality.
Provider Policy
An incident involving an 87-year-old resident at a Brookdale community in Bakersfield, CA, brought this challenge to national attention. As a 911 operator pleaded for someone to start CPR, community policy prevented on-site staff from doing so. Listening to the pleading and response at the previous link can be heartbreaking, but we live in a litigious society, and intervening can be costly.
While you might think that the United States has the highest rate of litigation in the world, that’s not true. The U.S. comes in fifth in cases per 1,000 of population. The leaders are: 1. Germany: 123.2/1,000 2. Sweden: 111.2/1,000 3. Israel: 96.8/1,000 4. Austria: 95.9/1,000 5. U.S.: 74.5/1,000. That may be unexpected. Still, a popular impression is that fear of the liability exposure connected with serving a frail, often gullible population can put a chill on many provider actions that might otherwise be positive.
Physician Perspective
That brings us back to the question of whether to intervene in a Code Blue or not. I was eavesdropping recently on an online conversation among physicians. Here’s how it went. In response to questioning about what to do with a Code Blue from a doctor early in a medical career, a more experienced physician wrote:

“The only two things with proven mortality benefit in cardiac arrest are 1. high quality CPR (which includes minimizing time off the chest) and 2. early defib for ventricular arrhythmias. Everything else is secondary to those two things, and the way you run a code should reflect that. I count down from 10 as soon as compressions pause (10 seconds is a lot shorter than people think when they’re trying to do things like get IV access or establish an airway).
“Don’t mess around with stuff and extend out that pause. Can’t get an IV that fast? Can’t get an ETT [Endotracheal Tube] in between pulse checks? Either get someone who can do it with compressions ongoing or go IO/SGA [Intraosseous Access/Supraglottic Airway], respectively.
“Control the chaos, kick people out of the room if you need to, and then once you’ve established a good rhythm/flow with the group in the room, run down the list of H’s and T’s [Cardiac mnemonic]. The actual medicine of your standard floor code isn’t hard. It’s keeping all the insanity around you to a minimum.”

A second doctor confirmed the wisdom of the first physician:

“Anesthesiologist here and agree with this advice. As someone who takes a lot of calls and responds to probably 7-10 codes a week. This includes airway like you said. I’ll never have people hold chest compressions for me to intubate. As long as we’re able to ventilate, chest compressions take priority.”

Good Samaritan Rescuers
Obviously, it helps to have experience before attempting resuscitation, though the ethical question of whether to intervene or stand by watching someone perish remains. It’s best to have someone there who does 7-10 codes a week, which is hard to imagine, bringing the level of experience desired. In an emergency, though, you have to go with what’s at hand.
Using an Automated External Defibrillator (AED) is much less hazardous than CPR compressions, though there is a low risk of electric shock to the rescuer. Still, since time is of the essence, CPR is needed to keep oxygenated blood flowing to the brain and vital organs while the AED is analyzing the rhythm or charging.
That brings us to the defense that “good Samaritan laws” protect people who make well-intentioned attempts to help another person who is in distress. Unfortunately, good Samaritan laws vary among the states. Some protect laypersons while others focus on licensed professionals.
Before establishing a policy for such emergencies, providers need to understand the legal context. Significantly, some states not only protect “good Samaritans” but go further to impose a “duty to rescue” on any bystanders. Click here for more authoritative information.
As a disclaimer, I am not an attorney, much less a physician, and am merely drawing attention to an issue that providers and others may wish to explore with a licensed attorney. Ethics would suggest that providers ensure that prospective residents understand the facility’s policy before they commit to living there. Being able to document that understanding would seem like the best defense. Perhaps it shouldn’t be left to marketing.

Crush The Trust Game Like This

By Steve Moran
I recently published a sobering article titled “No One Trusts You.” The data is daunting and depressing, but there is good news …
Once you accept this reality, you can do something about it, and because most people don’t do anything about it, you have the ability to have people see you as a standout leader and your organization as a standout organization. 
Before we get to the how, I want to remind you that the lack of trust you are experiencing is not your fault. I hope …
Here’s what I mean. The people you’re trying to reach didn’t decide to distrust you. They were trained to distrust everyone. They got surprise-billed by their doctor. Their employer announced layoffs on a Tuesday after telling everyone the company was family. The salesperson at the last place they looked smiled too much and knew all the right answers to questions they hadn’t asked yet.
You’re not dealing with a fresh audience. You’re dealing with people who’ve been burned, and you just happen to be next in line.
I am guessing you have some of this distrust as well and know what I am talking about.
This matters because the solution isn’t better messaging. In fact, if you try to message your way out of a trust problem, you’ll make it worse. People who are already skeptical can smell a polished pitch from across the room. The solution is behavior. Specifically, a handful of behaviors that research shows actually move the needle.
Continue reading on Practical Passionate Leadership (Substack) for free.

What Do Residents Want?

By Jack Cumming
If you’re of a certain age, you remember a time in the 1960s when the question, “What do women want?” was heard throughout the land. Women were asserting themselves, wanting equal rights and equal recognition. Many men of that era were puzzled. They couldn’t understand why women were restless.
Resident Realities
Today, it’s residents who leave providers puzzled. I thought of that not long ago when Bob Kramer posted a LinkedIn response to an earlier post by Dan Hutson. Both are men I respect. Bob Kramer founded the National Investment Center and has mentored many who are prominent in the industry. Dan Hutson is a much-admired thinker and writer on senior living.
The posts were about residents. Neither Bob nor Dan is a resident, though both may be age-eligible. Dan and Bob are right about many things, including the perspective that residents, in essence, hire senior living operators to provide the residents with benefits, including better lives than they would have otherwise. That simple turn of phrase, “Many baby boomers and Gen Xers will be hiring a senior living community in the coming years…”, is a change from how many in the industry think.
“Oh, To Be Seen and Heard”
It’s not marketing that fills those units, builds occupancy, and brings a revenue entitlement. Marketing is needed to midwife the transaction. But the better insight is that the providers are the servants of the residents, not their masters. What did women want? They wanted equality. What do residents want? They want equality. We can start there.
If residents want equality, and if providers are willing to give them equality, what would equality look like? It begins with mutual respect. Not long ago, I encountered an instance in which a key employee complained about a resident engagement application. Residents had taken the lead in bringing the application to the CCRC. Residents also play a key role in maintaining the platform and keeping it current.
Did the employee take her concerns to the residents who might have worked with her to resolve her issues? No, instead, she went to an employee in the distant corporate office with her concerns. Her reaction about where to turn reflects the corporate culture as it impacts that community. What do residents want? They want to be seen. They want to matter. They don’t want to be a nuisance that the corporate office keeps under control. That brings me to the question:

“What kind of residents would Dan and Bob be if they took the leap and moved into residence in a Life Plan Community (CCRC)?”

Unseen and Overlooked
Dan and Bob are both active advocates for senior living. It’s unlikely that they would quickly change their motivations if they were residents. They are also highly visible within the industry. How might they react if they were as invisible as most residents are? We don’t hear much from John Erickson, the developer, who is now a resident in one of the Erickson communities.
I can’t imagine that either Dan or Bob would be content to have “resident” be their primary identity. Perhaps that’s why neither of them has made the move. Bob Kramer closes his post by observing:

“Imagine a community that fails to nurture strength, purpose and belonging. The residents would feel they’re not able to learn anything, do anything new, contribute anything, or make a difference in somebody else’s life. It sounds miserable, because without those opportunities, what is there to live for?”

A Resident’s Response
Bob, speaking as a resident, I can assure you that many of us find our meaning outside of the CCRC that houses us. But not all of us. Some of us do live in communities like Goodwin Living, where residents are respected and included. John Knox Village in Pompano Beach, FL, is reputed to be another.
If you are working in senior living, you may welcome what Dan Hutson and Bob Kramer are sharing in this exchange. If senior living is no more than a livelihood opportunity for you, then you’re missing the calling that justifies the undertaking. Even though Bob and Dan don’t appear to be considering residency, they clearly view senior living as a calling. Treating residents as people just like you is a good place to start.

“A new commandment I give to you, that you love one another: just as I have loved you, you also are to love one another. By this all people will know that you are my disciples, if you have love for one another.” John 13:34-35

A Bright Future
As mentioned, there are a few communities that do treat residents as full citizens. Jill Vitale-Aussem is known for advocating for residents in her book, Disrupting the Status Quo of Senior Living: A Mindshift, and in her leadership. The emergence of co-housing, cooperative, and even condominium communities recognizes the wish of many residents to live full lives up until the time they can’t.
The Village Movement, too, reflects growing popular skepticism of the impression of senior living as a place where residents lose dignity and self-worth merely by becoming residents. The future is bright that residents in the not-too-distant future will have more meaningful residency choices than is the case today.

S8 Episode 7 – The Leadership Crisis in Senior Living: Burnout, Hiring, Culture & Retention with Chris Heinz

What’s really driving executive director burnout in senior living? And why are so many operators struggling to hire — and keep — great leaders?
In this episode of Foresight Radio, Steve Moran speaks with Chris Heinz, president and managing partner at Westport One, for a candid conversation about leadership, recruiting, burnout, culture, and the future of senior living operations.
Chris shares why the industry’s obsession with “facts and features” hiring is failing, why leadership training often misses the mark, and how the best operators are creating cultures that people actually want to stay in.
The conversation explores:

Executive Director burnout in senior living

Leadership training gaps

Hiring and retention strategies

Why culture matters more than ever

The shift from visionary leadership to tactical leadership

How operators can better support teams

What hiring managers are getting wrong

Why candidates need to sell accomplishments — not job descriptions

The importance of mentorship and support systems

Building senior living cultures that attract top talent

Chris also discusses his personal journey through endurance racing and fundraising for dementia care and how that mindset has shaped his perspective on leadership and resilience.
If you’re a senior living operator, executive director, sales leader, recruiter, or industry professional trying to build stronger teams and healthier cultures, this episode is packed with practical insights.

The Moment Leadership Gets Rewritten

By Rebecca Wiessmann
This article is part of Murry off the Mic. Watch the full episode here.
Murry tells a story that lands because it’s painfully familiar: he does everything “right,” and it still doesn’t work.
Early in his career, he was trained in business process and organizational thinking. He learned what leadership is “supposed” to look like. Leadership lives at the top. Leadership stands at the front of the room. Leadership holds the microphone. Leadership speaks from behind the podium.
Then he helped launch a small assisted living community called Aspen House, built from the ground up — blank walls, empty rooms, big responsibility.
And when the moment came for his first all-staff meeting, he stepped into the role he thought he was supposed to play.
He stood at the podium. He shared the vision. He explained what was going to happen and how they would get there.
And afterward, he realized something unsettling: the meeting didn’t create any spark. Nobody walked out. Nobody threw tomatoes. But nothing caught fire. It was just him talking — and everyone else politely absorbing.
It didn’t feel like leadership.
The Moment Leadership Gets Rewritten
The shift doesn’t happen in a meeting. It happens back at work.
Murry describes being down in the rooms with care associates: painting walls and setting up medication boxes, building charts, figuring out workflows — doing the real work of starting something new.
And while they’re standing side by side, the real conversation begins.
They talk about what matters.They talk about fears.They talk about uncertainty.They talk about how different this household model feels compared to what they’ve known.They talk about the fact that they’re nervous — because responsibility is real and resources are limited.
And somewhere in that moment, Murry sees it clearly:
Leadership didn’t happen at the podium. It happened in real time while they were doing the work together.
That’s the heart of his idea of just-in-time leadership — leadership that shows up when it’s needed, in the moment, in relationships, through listening and action.
The Best Leadership Is Not Reserved For The “Leader”
Murry pushes the point even further: in a real community, any member can step into leadership.
Not the “appointed leader.” Not the “titled leader.” Not the person with the corner office.
The person who notices what needs to be done.The person who speaks up with care.The person who steadies the team in uncertainty.The person who listens, then acts.
That’s the kind of leadership that actually builds culture — because it builds trust.
And trust is what turns “a group of staff” into “a community.”
What Aspen House Teaches The Industry
The Aspen House story isn’t really about Aspen House. It’s about an industry that still overvalues performance.
Senior living is full of formal moments: town halls, staff meetings, leadership training, carefully crafted messaging.
Those things have a place. But Murry’s argument is simple: if leadership only exists in formal moments, it’s not leadership. It’s theater.
Real leadership happens when the work is happening — and people are watching to see who shows up.

Your Culture Needs More Work Than You Think

By Steve Moran
I frequently ask leaders about how good their workplace culture is. I don’t think anyone has ever told me it sucks. Most tell me it’s pretty good. That people are generally happy, engaged, and productive. Some will admit there are pockets of struggle, but on the whole? Things are really good.
I used to be a skeptic, believing they were not telling the truth or not paying attention to what was actually happening in their organizations.
The more of these conversations I have had, and the more I’ve thought about it, I have realized I missed something really important.
From the leader’s perspective, they are 100% right.
The problem is that they are only seeing the part of the culture that is right in front of them. They are not seeing the entire picture …. And yep, I am probably talking about you … It’s really hard to do. You are several leadership layers away from it. Those reporting to you are going to spend more time talking about what’s working rather than what’s not.
There are ways to know … 

High turnover
Poor Glassdoor / Indeed scores
Lots of drama
Burned-out, exhausted department heads
Frivolous lawsuits and regulatory complaints

It’s a simpler problem than it first appears to be. In most organizations, there are lots of really good, really fun, really joyful things happening. They tend to be small things, tiny moments, and the hustle of getting everything right. Those moments get missed.
I hope you already did the exercise designed for you as a leader. You can find it here. https://practicalleadership.substack.com/p/what-if-you-could-have-more-joy-in
This one is similar. But it’s for your team. And it will change things more than you can possibly imagine because the truth is, there is more joy all around us every day than we realize. We’ve just stopped looking for it.
It will be most effective when your local leaders do it with their teams … all the way down to the front line.
Continue Reading on Practical Passionate Leadership (Substack) …

No One Trusts You

By Steve Moran
According to PwC research, there is a significant perception gap between employees and leaders. In fact, 86% of senior leaders say they have a high degree of trust in their team members, but only 60% of employees feel trusted.
There is more …
Only 32% of employees trust their leaders to make the right decision, and only 29% of team members trust their managers (DDI).
Convinced trust is a problem? There is even more …
Continue reading on Practical Passionate Leadership (Substack) for free.

A Devastating View of Senior Living

By Jack Cumming
If senior living is to thrive and improve the lives of aging Americans, we have to change the perception, and the occasional reality, of the industry. This was driven home for me by a recent article I read on Medium. The title is “Assisted Living Isn’t Care — It’s a Crime with a Billing Department.” Wow! That’s devastating.
Our Demanding Mission
Accepting responsibility to care for frail and vulnerable people is a high calling. It should never be undertaken lightly, merely because it is a promising asset class. Of course, even with the best of intentions, things can go awry from time to time. Working with families, residents, and aging advocates — collaborating — can avoid we/they confrontations and improve performance.
The family that loses a loved one will naturally be mighty upset. But postings describing costly neglect, like this Medium article, are devastating for the industry, regardless of whether the descriptions are accurate or not.
If this is true for assisted living and skilled nursing, which provide for people who need care at move-in, think of how much more devastating it can be for the trust expectations of people who move into an independent living residential unit in a life plan community (CCRC). Many of them are locked in by entrance-fee commitments, so they have no good alternative if the management changes and care responsiveness is diminished.
Protesting Instead of Responding
To read much of the trade press, and the “educational” material published by industry advocates, including the leading trade associations, many providers see themselves as misunderstood, victimized by superficial, sensationalist journalism. That’s convenient and self-serving.
What’s comforting reassurance for those in the industry, though, doesn’t seem to be changing popular perceptions. It’s important that what people experience matches what they expect and what they think they’ve been promised. There’s been a flood recently of negative media reporting on individual situations.
We’ve long known that the industry, through its trade associations, has resisted constructive regulation that might have ensured financial soundness, fair contracts, and equitable resident experiences. Many providers still have a jaundiced view of their residents, even of talented independent living residents. That may reflect the intoxicating, addictive rush of top-down control and self-importance, but the outcome is a perception that senior living is not an industry to be fully trusted.
A Better Mindset
Safeguards to earn trust can result from effective collaboration with aging people and a resulting change in mindset. Residents want a safe, dignified aging experience. Subordination to corporate direction is contrary to meeting that expectation.
To achieve effective collaboration, the industry moguls would have to be willing to give residents the dignity of full partnership. It’s the residents who fund the industry. Not surprisingly, there are similar industries that are better servants of their customers.
Many private social organizations, qualified by IRC 501(c)(7), are member-led and member-governed. They may employ a club manager, but the manager is there to serve the members and not to meet the expectations of a corporate overlord.
Similarly, cooperative housing corporations qualified under IRC 216 are resident-led and governed. They also may employ a managing agent or property management corporation, but control and empowerment reside with the residents. As noted elsewhere, cooperatives are better than condominiums for entities in which resident deaths are common.
What Would Change Look Like?
If the industry trade associations were to collaborate with residents, prospective residents, and their families, aging in America could be much better than what it is. For now, too often, providers are selling institutionalization and pretending they’re not. That calls for change in substance and not mere semantics.
There are some who don’t think that senior housing buildings should be called “facilities,” even though that’s exactly what they are. Moving into a building or property will be moving into a facility, so long as residents give up the self-determination they enjoy in a home they own for residential living in a building owned by someone else.
The opportunity for collaboration may be the industry’s best hope for its future. Who might take the lead in trying to shift the trend toward empowerment and security? Will the leadership come from the advocacy associations, or will it come from entrepreneurial disruption?
This is one in a series of articles exploring how providers, residents, and resident families might work together for better aging.

Is the NIC Fall Conference Just Like The Met Gala For Senior Living …

By Steve Moran
Just for fun … and I love attending NIC events … and they are the premier gathering of senior living leaders …
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I woke up in the middle of the night and started doom-scrolling through photos of the outrageous, outlandish costumes worn by some Met Gala attendees.
I got curious about all the details of the Met Gala: who gets invited, how the whole costume thing works, what it costs, and of course, who is frozen out. It is complicated, expensive, and fraught with landmines. It is also, when done right (as I understand it), a place to network at the very highest level … Just like the NIC fall conference. 
And just like the Met Gala, even though I manage to sneak into the conference, I feel like I am more like one of the “gown fluffers” — that’s a real term and a real job people get paid to do, the ones who make sure the trains are spread out just right and everything looks perfect for pictures — than someone on the inside.
NIC Fall Conference
Every September, the most powerful people in senior living and seniors housing descend on a hotel in Chicago or another big city to get deals done. Relationships get made. Capital flows. Fortunes shift.
And every year, I show up in Chuck Taylors.
I have been attending NIC Fall for more years than I care to admit. I have watched it evolve. I have witnessed the rituals. And somewhere along the way, I realized that what we have here is not a conference. It is the Met Gala. With better food, worse fashion, and nobody willing to admit they got dressed for the occasion.
The Lobby is The Red Carpet
At the Met Gala, celebrities arrive on the steps of the Metropolitan Museum and pause for photographers. Everyone is watching. Everyone is calculating. Who came with whom? Who went up the stairs alone? Who got the placement?
At NIC, the red carpet is the hotel lobby. Nobody has a camera (well, even that is not quite true), but make no mistake, everybody is watching. The moment you walk through those doors, the social algorithm kicks in. You are being assessed. Your lanyard is being read. Your company name is being filed away. The question is not “who are you wearing?” The question is “who are you with and how much are you deploying?”
I walk in every year in Chuck Taylors and a blazer that has seen better days. I am not sure what the algorithm does with me.
The Outfits Tell the Story
At the Met Gala, fashion is armor. The right dress signals everything: your boldness, your budget, your brand, your publicist.
At NIC, the uniform is a dark suit or a blazer with a pocket square that says “I am serious but approachable.” 
The shoes matter more than anyone will admit. There is a reason the private equity guys all seem to be wearing the same Italian leather. It is not an accident. It is a message.
And the big-money folks and the operators each have their own style, from loafers to HOKAs to cowboy boots. 
Then there is me in my Chucks; they are part of my costume, and they send a message too. They have a story to tell about wanting to be someone who makes the world a better place. It also says “authentic media voice, senior living, and truth teller.” The guy from the capital markets firm who looked at my feet and then looked away says something different.
The Front Table
At the Met Gala, where you sit at dinner tells you exactly who you are. Anna Wintour does not put you at the front table by accident. The front table is a statement.
NIC has a similar system. The sponsored dinners. The general session seating. The breakfast roundtables where the real conversations happen. Some tables are more privileged than others, a lesson I learned the hard way one year …
I will not name the year or the people. I arrived early to the general session, spotted an open seat at the front table, and sat down with the confidence of a man who has attended this conference many times. Within four minutes, a very polite but very firm person informed me that those seats were reserved. I smiled, said “of course,” and walked myself to a much less prominent position.
The Stage
At the Met Gala, certain people get to speak. They are photographed. They are quoted. They are on the program.
At NIC, there is a stage. Smart, credentialed, well-connected people stand on it. They have opinions about cap rates, workforce housing, and what the Fed is going to do. They have slides. People listen.
I have never been on the stage.
I have interviewed many people who have been on the stage. I have written about what the people on the stage said. I have published those articles. Several people on the stage have told me they read my stuff. And then they went back on the stage.
I wave to them from the sidelines …
The After-Party
The Met Gala after-party is legendary. Exclusive. You either got an invite or you did not.
NIC has a version of this. You know the ones. The hospitality suites. The private dinners that are not on the official schedule. The gatherings that happen after the gatherings. These are where the real deals get done, the real relationships deepen, the real conversations happen.
I have been to a few of these. Mostly because someone felt sorry for me or because I asked directly, which, it turns out, is a surprisingly effective strategy. Nobody expects the guy in Chuck Taylors to just ask.
What It All Means
Here is the thing about the Met Gala. For all the spectacle and the posturing and the fashion armor, it is fundamentally about people who care deeply about being seen by the right people, in the right light, at the right moment. The performance is real. The stakes are real. The relationships that get made in that room change careers.
NIC is exactly the same thing. The suits are the gowns. The sponsored dinners are the front tables. The stage time is the red carpet moment. And everybody, everybody, is performing something.
I have made my peace with my role in the performance. I am the guy in the Chuck Taylors who writes about what he sees. Somebody has to do it.
See you at the next event. 
A final note … While the NIC events are the most prominent, most glamorous aspect of NIC, I need to point out that NIC is so much more than an entity that hosts conferences. They are a top-tier research organization and a top-tier educational organization. They make the industry better for people. 

Proactive Care Isn’t A Buzzword — It’s A Trust Strategy

By Rebecca Wiessmann
This article is adapted from the first episode of Heard in the Halls with Lindsey Daugherty. Watch the full episode here.
The Moment That Exposes The System
A moment many families recognize: Steve arrives to visit his stepfather, Gary, and learns that a fall happened minutes earlier. Gary is okay — but the house manager apologizes anyway, carrying guilt for something that may not have been preventable.
That small exchange reveals something big: senior living often operates under a cloud of unspoken fear — fear of blame, fear of lawsuits, fear of losing trust — even when everyone knows aging includes risk.
The Hard Truth: You Can’t Eliminate Gravity
The only way to prevent falls entirely is to restrain people, and that’s not the point of care.
The goal shifts: communities can’t prevent every fall, but they can reduce unknowns, improve interventions, and support caregivers so they don’t carry the burden alone.
Transparency Is Not A Nice-to-Have
Families get fragments — “mom fell,” “missed medication,” “doctor appointment” — but rarely the full context. That fragment-based communication breeds anxiety and distrust, even in good communities.
Transparency helps caregivers and families move from emotional reaction to shared problem-solving.
Proactive Care Starts With Better Visibility
Proactive care is what happens when teams can see patterns and pain points — hydration, mobility, medication factors — and adjust care plans before the next incident.
That’s also where technology, workflow, and culture collide. If the floor is drowning in paper and disconnected systems, communication breaks down — and the resident becomes a series of tasks instead of a whole person.
The Cultural Shift Hiding In Plain Sight
Near the end of the conversation, Lindsey and Steve land on something that sounds small but isn’t: language. Imagine caregivers answering “What do you do?” with: “I transform lives.”
That sentence changes posture. It changes pride. It changes how the industry talks about itself — and how the world hears it.
“Heard in the Halls” is positioned to make that kind of shift feel normal: more honest conversations, more connected perspectives, and a senior living story that finally sounds like real life — because it is.

The Lifestyle Gap Senior Living Operators Need to Close

Why is senior living so hard to sell before someone experiences it?
In this clip from Pivot with Pettit, Bill Pettit and Mitch Brown talk about one of the industry’s biggest marketing challenges: helping prospects understand the lifestyle, connection, and quality of life that often only become clear after move-in.
It’s the familiar story — mom worries about the cost, the adult daughter sees the value right away, and a few months later, the new resident wonders why she waited so long.
For operators, marketers, and sales teams, this is the gap to close: selling a lifestyle people do not fully understand until they live it.
Watch the full conversation HERE.
 

Transcript:

We’ve always done a crappy job in this business helping people understand why this lifestyle is so much fun — why they age better and why, overall, they have a better life — until they actually experience it.
How many times have you toured one of your buildings, like Merrill Gardens, and you’re watching the prospect, the daughter, and mom walking through?
And the mom says, “Oh no, honey, this is very expensive.”
And the daughter says, “Oh mom, I’d move in here tomorrow.”
Then, two or three months after mom moves in, she says, “Why the heck didn’t I do this sooner?”
The only people who really understand why active adult is so appealing are the people who live in the communities.

Family Business: Why Not Collaborate?

By Jack Cumming
Aging is a family business. That’s true in many senses. Age impacts families directly. That’s obvious. Less obvious is that some of the best senior living providers are family businesses. Sure, they want money. Who doesn’t? But they also want to uphold their family reputation. And many are founded to honor their own aging family members.
Is Tax Exemption Positive?
The mythic pretense is that qualifying for tax exemption, i.e., becoming a not-for-profit, is a sign of excellence. It’s not. I believe that even those who spout this the loudest understand that not-for-profit providers often fall short of what’s best. To begin, family businesses don’t dodge the citizen obligation to pay taxes. Moreover, the family’s investment provides a financial cushion to shield residents from catastrophic loss. Family reputation can be a stronger motivator toward quality and good faith than a mere corporate entity.
Ever since I moved into senior housing in 2006 and began to experience the industry and its advocacy organizations, I’ve been puzzled that the most influential senior living trade association gives primacy to tax exemption. I expected that the industry advocacy organization would give priority to demonstrating that its provider members were trustworthy corporate citizens.
Yes, there are member providers who serve the indigent, and their tax exemption is as justified as any. But many tax-exempt provider members of LeadingAge offer market-priced housing for the affluent. They rely on an old revenue ruling that alleviating the distress of aging is charitable regardless of how profitable it is. Family-run senior housing enterprises tend to emphasize the resident experience long before tax status. Family reputation is at stake.
Family Purpose
Merrill Gardens is a family-built and family-owned enterprise with deep roots, originating from a timber business established in the 1890s by Richard Dwight (R.D.) Merrill. Now it is a fifth-generation family-owned business based in Seattle, Washington. It’s known for the high quality of its independent and assisted living communities.
ERA Living is another exemplary Seattle-based family enterprise. For founders and owners Eli and Rebecca Almo, it’s their family values that fuel their commitment to residents and staff every day. Unlike virtually all not-for-profit entrance-fee senior housing entities, ERA treats entrance fees as a first deed-of-trust claim against the property. The not-for-profits treat entrance fees as at-risk equity capital, but family investment absorbs that risk for ERA’s entrance fee communities. That’s a major protection for residents.
Continuing Life is likewise a family enterprise that wins praise for its integrity, value, and citizenship. The Spieker family specializes in full-care inclusive Continuing Care Retirement Communities (CCRCs), which evince their family values to provide the best, most comprehensive retirement option available to people today. As is the case with ERA entrance-fee communities, residents in Spieker family communities have a deed-of-trust financial shield.
Of course, not all families are as upright as these examples suggest. Any form of enterprise can succumb to dark forces, and there are tax-exempt as well as taxpaying enterprises that have fallen short. Aging residents in these communities are right to be wary. They cannot rest easy, and they don’t have the lifetime peace of mind that they are sold. Click here for a link to the story of a life plan community (CCRC) that fell short.
Why Not Collaborate?
The question raised by these examples of family-led senior housing enterprises is why LeadingAge doesn’t collaborate with them. In this series, we have urged LeadingAge to collaborate with residents. It’s hard to understand why LeadingAge, which seeks influence, is so limiting in its reach.
Media reports of financial failure have drawn a cloud over the industry. LeadingAge has circled the wagons, denying that it’s a concern to address. Collaboration, though, has the potential to lift the senior living industry to a higher standard of trust. Working together, we can provide better aging for America than what has been achieved so far.
LeadingAge, please take notice, and open the doors to elevate all stakeholders, particularly the residents who have placed their trust in this industry. The possibilities that are there to be grasped.
This is one in a series of articles exploring how providers, residents, and resident families might work together for better aging.

It Seems Obvious, but Which Would You Choose?

By Steve Moran
Imagine this scenario …
You have been out of work for a while. You are watching your savings drain away. You want to work. You love what you do, and you are good at it; and the longer you are out, the more that feeling eats at you.
You have been interviewing like crazy, frustrating at first, but out of the blue, you end up with two amazing offers on the table:

Job 1 pays 15% more than anything you have ever made. It is a higher-profile company, more visibility, more prestige. On paper, it looks incredible.
But after you interviewed, did your research, and talked to people who work there and people who used to work there, something felt off. Everyone seems stressed. Everyone seems unhappy. They all smile, but it is not the real kind. It is the forced kind — the kind where you can see the effort behind it.
Job 2 is still a great salary, more than you were making before. But it is 15% less than Job 1, and it lacks the same name recognition or cool factor.
What it does have is people who love being there. They love the company. They believe in the mission. They actually like each other. They spend time together outside of work. They are friends.
Every time you talk to someone from Job 2, you feel something. The joy. The passion. It is not performed. It is just there.

The Choice
Some of you would choose Job 1. Seeing the extra money and prestige as worth the less-than-ideal culture… And then you spend years quietly (or maybe not so quietly) resenting it.
Most of you would choose Job 2, because you have worked in toxic, depressing environments. You know the truth: you would have a better life there. Not just a better job. A better life.
The Rubber Meets The Road Question
Now here is the hard question; I beg you to be honest; after all, it is just you and me, and you don’t even have to tell me.
Which one of those two organizations is most like yours right now?

Continue Reading on Practical Passionate Leadership (Substack) …

The Advocacy Army Is Already In Your Building

By Rebecca Wiessmann
This is the third and final installment in the three-part series drawn from Steve Moran’s conversation with Brian Perry. Watch the full episode here.
“Does This Stuff Actually Work?”
Steve asks the question operators whisper after advocacy days and Hill visits: Does any of it matter, or is it all performance?
Perry says politics is absolutely full of performance. He even calls some high-profile politicians performance artists. But he insists that showing up still changes outcomes — partly because visibility signals seriousness and partly because lawmakers are constantly sorting signals from noise.
If a sector never shows up, it gets treated like it doesn’t matter.
The Real Difference Is Constituents
Perry draws a hard line between lobbyists and voters. A lobbyist may have the right message, but a lawmaker knows that a lobbyist can’t vote for them.
Bring seven constituents from the district into the office, and the meeting becomes a different kind of conversation.
That’s the pivot point for the entire episode: senior living’s most persuasive advocates are not the people who fly to Washington most often. They’re the people already connected to care every day.
Mom-And-Pop Can Be Loud In Ways Big Companies Can’t
Perry offers a helpful contrast. A single community in rural Indiana won’t match a national chain’s political resources. But local relationships can be disproportionately powerful — Rotary ties, school ties, city ties, faith-community ties — the human web that shapes local politics.
“All politics is local” is a cliché for a reason.
The Missing Force: Employees, Families, And Vendors
Steve puts words to what feels like the giant missed opportunity: why aren’t employees and families being activated as part of advocacy?
Perry agrees — and starts stacking the math. A 100-bed building has residents with multiple family members who care deeply. Add caregivers and their families. Add vendor partners walking in and out. Add the surrounding community.
It becomes an “army” large enough that, if organized, it changes what lawmakers fear and what they prioritize.
Steve’s Practical Translation: Better Work And Better Pay
Steve closes the loop in operator language: if teams want better pay and a better environment, this is one path. Advocacy isn’t abstract — it’s one of the levers that influences reimbursement and regulation, which in turn shapes staffing, wages, and the daily work experience.
The message is as direct as it gets: if the people closest to care stay silent, decisions get made without them.
Watch the full conversation with Steve and Brian Perry on YouTube.

S8 Episode 6 – The Future of Senior Living Finance

What does it actually take to finance — and sustain — a successful senior living community in today’s environment?
In this episode of Foresight Radio, we sit down with Kristy Ollendorff, Chief Credit Officer at Clearinghouse CDFI, to unpack the realities behind senior living finance — from underwriting decisions to the growing challenges around Medicaid reimbursement, staffing, and shifting regulations.
With nearly three decades of experience, Kristy shares what separates thriving communities from those that struggle — and why experience, local market knowledge, and aligned incentives are non-negotiables.
We also dive into:

Why many lenders are pulling back from senior living—and what that means for operators
The real impact of delayed Medicaid reimbursements on cash flow
How smart operators are pivoting (memory care, private pay mix, unit conversions) to survive
Why “hired hand” leadership models often fail—and what works instead
The growing importance of rural markets and state-backed loan guarantees
What the future of financing senior living could look like over the next 5–10 years

One theme comes through clearly: rigidity doesn’t work in this industry anymore. Adaptability does.
Whether you’re an operator, investor, or industry leader, this conversation offers a candid look at the financial forces shaping senior living—and what it takes to navigate them successfully.

The Future is Imaginary: The Present is Reality

By Jack Cumming
There’s no question about it. The world of 2050 will be very different from the world of today. History can tell us how the world of today differs from that of 2002, which is the same number of years in the past as 2050 is now in the future. We can use that retrospect to have a measure for the likely pace of change in the future, though few people today are schooled to have an historical perspective.
Measuring the Future Against the Past
To be frank, a provocative video of humanoid robots in senior living recently brought this to mind. In 2002, the only thought of humanoid robots was fanciful. Even the HAL9000 from the fear-provoking movie, 2001: A Space Odyssey, was not humanoid, much less an army of humanoids. It was just quietly dramatic: “I’m sorry Dave, I’m afraid I can’t do that.” That was Hollywood. Machines lack independent will; even AI-aided robots are machines and lack their own will.
The video that recently caught my attention seemed both more imminent and more practical than HAL. The video on YouTube, which incidentally did not exist as a video platform in 2002, was titled, “$20,000 Tesla Bot: Free for Seniors on Social Security? — Cooks, Cleans, Never Sleeps.” It shows a humanoid robot integrated into the lives of elderly people as seamlessly as automatic teller machines (ATMs) and smartphones are integrated into our lives now.
Remember Paro? This Is More Practical
What makes it striking is that it proposes that having a government program like Medicaid give all qualifying seniors a Tesla (or other) humanoid robot would dramatically decrease the cost of assisted living. At first, I rejected that notion based on the recurring objection that people prefer human assistance to that of machines. Then, my thinking changed.
What changed my perspective was the evidence that most older people prefer to age alone in an isolated house, with just occasional human contact, rather than to be institutionalized in even a well-staffed care facility. If accepting needed assistance from a humanoid allows them to avoid institutionalization, then I think it would quickly gain acceptance.
Moreover, there is less embarrassment in being helped with intimate bodily functions by a machine-like device than having a human attendant do it. I can share that I fear that the time will come when I need assistance with toileting or showering. I can better imagine an appropriately programmed robot providing those services. Getting assistance while walking etc., would not be far behind.
Right Up There with Self-Driving Cars
Thus, the YouTube video of humanoid robots in eldercare is very much worth watching. This is particularly true if you can imagine you are the person needing assistance and if you can also imagine that the humanoid is far advanced beyond what now seems remarkable. The robots we see today are the crudest, embryonic humanoids we will ever have.
Frankly, the more I opened my mind to the imaginary robot-served world the videographer presented in the Tesla video, the more appealing it became. We can imagine the future, and some entrepreneur may unlock the potential embedded in that imagination. For most of us, though, it’s unlikely that the future will be either what we fear (AI) or what might free us (also AI).
It’s Not New
In that, we can learn from the ancients. Parmenides (ca. 540 BC – 460 BC) argued that the world is static and that change is just an illusion. It’s that old. Today, we might say that the world has to be in statis or we would consume all resources, making life unsustainable. Many believe that human nature, the balance of vice and virtue, is constant and doesn’t evolve, or as the French like to say, in case you want to sound erudite, “Plus ça change, plus c’est la même chose.”
The best advice from all this is to remain creatively imaginative, to be the early adopter,  to be skilled at adapting to what works and at recovering from what doesn’t. Will humanoid robots dominate the future? That seems unlikely, though they may. Will robots take over from humans? That seems impossible. In reality, to save humankind, Dave will pull HAL9000’s plug even at the cost of his own life. That kind of sacrifice has also been part of human nature from the beginning. Just stand, as I have, in the quiet solitude of unshed tears at Punchbowl Cemetery in Honolulu, and you’ll feel the sacrifice.
Note: After viewing the video at “$20,000 Tesla Bot: Free for Seniors on Social Security? — Cooks, Cleans, Never Sleeps, check the comments. The video first appeared on May 6, 2026, and already, the comments are suggesting the probable demand.

What Do You Want Out Of …

By Steve Moran
It is funny to me how often some of my best leadership ideas and concepts come from people who teach kids, middle schoolers, and high school students. It actually shouldn’t be as surprising as it is, because kids are the toughest audience of all. 
If you get it wrong, they will let you know in an instant. No polite grinding it out the way adults do, no nodding along to be agreeable. This exercise comes from summer camp. It is exceedingly simple and elegant, and it will do amazing things for your organization. I will be using it in my own team meeting tomorrow.
Continue Reading on Practical Passionate Leadership (Substack) …

Will Cohousing Be a Force for the Future?

By Jack Cumming
Senior living has a bright future, but it won’t be the same industry we are familiar with today. Why? The industry today is dominated by interests other than those of the customers they serve. That’s a bit like medicine, in which the doctor prescribes unpleasant medicine. The difference is that the doctor is trusted to want what’s best for the patient.
You Buy It, We Own It
In many senior living communities, residents sell their homes to use their ownership equity to invest equity capital in “not-for-profit” enterprises. Those homeowners give up ownership for a contract license to live in a facility owned by others. Those “others” make the decisions and set the rules, and the residents advise and comply. It’s not surprising that most people prefer to avoid it.
Other data suggest that it’s not that old people want to isolate themselves alone in a single-family home, though they may cherish that home, and the alternative can seem like the end of the road. They may also fear being warehoused and forgotten in a facility. Cohousing offers an alternative. Cohousing tends to have a specific connotation related to “intentional communities,” but in a broader sense, it encompasses cooperative, condominium, and informally shared housing.
When I was single at midlife, I lived in a cooperative apartment building and shared my apartment with two roommates. That was two forms of cohousing in one. Believe me, that was a far cry from living institutionalized in a care home for older adults. Cohousing is not specifically for older people. It can be part of social living.
Just as multi-family housing has evolved to have many forms, from luxury housing with resident ownership to low-income housing for the indigent and near-indigent, so senior housing, beginning with Life Plan Communities (CCRCs), may evolve into cohousing. That could be a popular transformation, and paradoxically, it can also be lucrative.
Cohousing, when done right, is a living, breathing community. Older people are welcome, but they’re not institutionalized. They’re full members of the community with self-determination and self-respect intact, without their having to defer to a management that lives somewhere else.
More Than a Building
A popular blog, Seth’s Godin’s, recently wrote, “We hire architects to design expensive buildings, but we design expensive human interactions as an afterthought.” Does that resonate with you when you think about today’s senior living? Go to an industry conference (and there are myriad senior living conferences) and you’ll find architects, along with financiers and developers, prominent in the exhibit hall and on the agenda.
The financier/developer mindset is very different from the consumer mindset among those for whom congregate living can be life-enhancing. The exhibit hall group is looking for financial opportunity. They hope to find a high-return asset class as, say, a precious metals miner might muck an underground calcite vein to extract silver or gold. The rest of the people are just looking for the best life they can find for the rest of their days.
Many options are fantasies. For some, the party life at Margaritaville may appeal … for a short time. For others, life on the road with a recreation vehicle may seem idyllic … for a short time. Then, there’s living on a yacht in a marina, exotic … for a short time. Recently, perpetual cruising on a residential cruise ship was a dream, now jaded.
Beyond Fantasy
Most people just want a place they can call their own with neighbors they like and a feeling of safety and security. They want a place where they belong and can have purpose. That’s more like cohousing than most of the choices today. Babysitting the neighbors’ children can give purpose. Preparing food for communal meals gives purpose. Sharing in community decisions gives a voice that corporate hierarchies deny.
There are attributes like these in the emerging village movement in which those who are aging stay home but come together in “villages” for social activities and mutual assistance. That helps maintain self-determination and self-respect during years of transition. Many “villages” attract volunteers who help older people with transportation and other needs.
Villages, though, fall short as age renders some oldsters dependent on assistance. Many people somehow do stay put until the end in homes they love and where they feel they belong. For some, it’s a choice; for others, it’s all they can afford. Having supportive neighbors nearby can make the difference.
The Wealth Paradox
Recently, Idrees Karloon wrote in The Atlantic Monthly, “Over the past 40 or so years, American wealth has grown ever more concentrated among the oldest generations. In 1989, Americans over age 55 held 56 percent of it; today, they hold 74 percent. During that same period, the share of wealth held by Americans under 40 has shrunk by nearly half, from 12 to 6.6 percent.”
That’s a stunning statistic and one that the senior living industry would do well to heed. Some oldsters are indigent, but others die rich. That brings us back to the cohousing opportunity. Not unexpectedly, Berkeley, CA, has some intriguing cohousing projects. The most recent one is Berkeley Moshav. Berkeley Moshav characterizes itself as a Jewish Village open to all backgrounds and family types.
Not Just for Hippies
Cohousing can be attractive for people who are aging and who want a community-oriented life. The cohousing model avoids the disenfranchisement that can often result from age-restricted care enterprises like most CCRCs. Click here for an AARP study of how cohousing can be more fulfilling than institutionalization.
It’s not hard to imagine struggling CCRCs repurposed as cohousing. First to go would be the age restrictions, though obviously, the communities would remain primarily for older people, as most of the existing residents would stay put. Next to go would be controlling management, replaced perhaps by the same managers, but as agents for the residents instead of for corporate.
Give People What They Want
The Cohousing Association of the United States notes that “senior cohousing is growing fast as baby boomers embrace it.” Cohousing combines private, accessible housing with shared common spaces and collective management, fostering social connection and mutual support.
No wonder boomers like cohousing. Consider the alternative. Few people dream of paying high upfront entrance fees, high monthly “rents,” complex contractual obligations, loss of autonomy, risk of facility financial failure, the stigma of an old folks’ home, or the finality of making a “last move.”
Given the compelling rationale of these common consumer concerns, the future of senior housing is more likely to trend toward cohousing than toward the high-return “asset class” model. The opportunity is at hand for those with the foresight to seize it.

What Do You Cry About?

By Steve Moran
Leadership author and teacher John Maxwell tells the story of a psychology professor who asked his students three simple questions. The moment I heard them, my brain started doing backflips.

What do you sing about?
What do you cry about?
What do you dream about?

Most leadership wisdom is about assessing your skills, ranking your values, and figuring out your strengths and weaknesses.
These questions are completely different. Answer them honestly, and it becomes surprisingly easy to see whether you are truly fulfilling your purpose or have drifted off course and need to make a correction.
Continue reading on Practical Passionate Leadership (Substack) for free.

Finding Senior Living — By Accident and Then On Purpose

By Rebecca Wiessmann
This article is based on the Pivot with Pettit episode “From City Planner to Senior Living Pioneer: Mitch Brown on the Future of Senior Living.” Watch the full conversation HERE. 
Mitch Brown Didn’t Set Out To Build Senior Living
Mitch Brown did not grow up dreaming about senior living.
He talks about city planning, environmental sensitivity, architecture, land use, and the built environment. He talks about wanting to be the “yes” person instead of the “no” person. He talks about learning from master-planned communities in Southern California and about the thrill of looking at raw land and imagining what could be built there.
In other words, he starts where a lot of the best senior living people start — somewhere else.
That is one of the most interesting parts of Bill Pettit’s conversation with Mitch on Pivot with Pettit. Mitch’s journey into senior living is not clean, linear, or strategic. It is messy, accidental, and deeply instructive. It is also probably more relevant than ever for an industry still trying to figure out where its next generation of leaders will come from.
The Long Way Around
Mitch’s early career winds through city planning, graduate school at UCLA, land planning, entitlement work, and traditional real estate development. He learns how communities are conceived, how projects get approved, how buildings move from idea to reality, and how all of that requires patience, political skill, and a tolerance for complexity.
But planning alone is not enough for him.
He wants to build. He wants to see the thing at the end, not just talk about it in hearings and maps and presentations. That desire moves him further into development, where he learns the rest of the ropes — construction, leasing, pro formas, brokers, and the many unglamorous realities that make real estate real.
Then the market turns.
Like many careers in senior living, Mitch’s entrance into the field comes during disruption. Projects disappear. The work pipeline dries up. The real estate world shifts. Suddenly, a job in senior housing is not just an option. It is the option.
And that is when everything changes.
An Industry With Meaning
One of the strongest moments in the conversation is Mitch’s description of what he discovers once he gets into senior living.
His commercial real estate friends think he has lost his mind. Why would someone with development chops go build “old folks’ homes”? To them, it feels like a step down.
To Mitch, it feels like the opposite.
He sees almost immediately that senior living is not just another product type. It has runway. It has complexity. It has meaning. It gives people in the business a chance to build something that matters in a very human way.
That observation still matters.
Senior living often sells itself poorly to outsiders. It can sound niche. It can sound overly clinical. It can sound like a business built around decline. But the people who stay in this industry usually stay because they discover something more interesting than they expected — a business that sits at the intersection of real estate, hospitality, healthcare, operations, and human experience.
Mitch gets that early. And once he gets it, he never really looks back.
Learning From The Pioneers
He also lands in senior living at a time when the modern industry is still being formed.
There is no polished playbook. The organizations are early. The categories are still fuzzy. Rental senior housing is not yet the established business it will become. Much of the knowledge still lives inside a relatively small group of people who are building the field in real time.
What stands out in Mitch’s telling is how generous those early leaders are.
They share what they know. They teach younger professionals. They explain design, operations, and mistakes. They help people learn on the job. Mitch describes it as open-handed and collaborative.
That is worth pausing on.
Senior living likes to talk about mentorship, but the industry is going to need a whole lot more of it. If this next era is going to require new operators, new developers, and new thinkers, then the old spirit of “come on in, let me show you how this works” may be one of the most valuable things the industry can recover.
Why This Story Matters Now
It would be easy to read Mitch’s career story as a nice personal history lesson. It is more than that.
His path is a reminder that senior living does not just need people trained inside senior living. It needs people who bring in outside disciplines and then learn how to apply them here. It needs planners, designers, operators, financial minds, hospitality thinkers, culture builders, and people who can bridge worlds.
It also needs to remember that some of the best careers in this field start by accident.
That is not a weakness. It may actually be one of the industry’s superpowers.
Senior living tends to capture people after they have seen enough of other industries to recognize what makes this one different. They come for a job. They stay because the work feels consequential.
Mitch Brown’s story is not just about how one leader got into the business. It is about how the business keeps finding its best people — often in unexpected places.
And that may be a good thing.

The Village Movement Is Growing

By Jack Cumming
There are many alternatives for aging, ranging from staying put to moving to a Life Plan Community (CCRC) with a lifetime commitment. Of these, the most popular option by far is to stay put. The residential senior living industry has struggled with this dynamic.
Of course, business-minded enterprises have been emerging to provide care services in an older person’s home. More intriguing, though, is the developing concept of senior villages. As is true of CCRCs, there is no standard model for what a village is, though virtually all of them bring volunteers together with those needing services.
A unique opportunity to learn more about villages is coming on May 13th. Read on to learn why you may want to attend the presentation and to find the link. It’s cost-free.
Origins
The origins of the village movement are traced to the formation of Beacon Hill Village in 2002. Since then, the movement has been growing steadily and is now nationwide. Not long after, the Village to Village Network was formed in 2010. It began as a partnership between Beacon Hill Village and NCB Capital Impact, following high demand for help by local clusters of seniors wanting to emulate what Beacon Hill Village has achieved. NCB Capital was created by Congress in 1982 to foster equity in affordable housing, healthcare, education, cooperatives, and healthy food initiatives.
Now the VtV Network has partnered with Rutgers Hub for Aging Collaboration to gather data to help guide villages into the future. Initial data show the vibrancy of the movement, which was set back by the pandemic, but has been growing since. The project is labeled the 2025 National Census of Villages, and some results were presented as a poster at the recent American Society on Aging, an organization of academics and practitioners.
Opportunity
There is an opportunity for care providers to collaborate with local villages, or even to sponsor and support them, so that village members can have a clear path for when their care needs may become more intense. To learn more about the village movement and the results and uses of data gathered by the Rutgers researchers, there is an open presentation and discussion scheduled for May 13 at 2 PM Eastern time.
If you would like to learn more about how the village movement is coming of age, you can register for the presentation. There is no cost to register. Click here for the registration link.

The Future Shows Up Whether We’re Ready Or Not

By Rebecca Wiessmann
This article is based on a recent episode of Tech Tuesday — Aging Into 2026: What’s Next for Caregiving, AgeTech, and Senior Living, featuring Jane Nam. Watch the full episode HERE.
Steve was back on Tech Tuesday after a rough two-week stretch where the flu decided it wanted to become pneumonia, which is a very on-brand reminder that aging is not theoretical. It’s not a panel discussion. It’s not a white paper. It’s Tuesday morning — and it’s happening while you’re still trying to clear your calendar.
His guest is Jane Nam, founder of AgeTech Journal, who spends her days watching what’s being built, who’s funding it, and what’s actually gaining traction in the AgeTech ecosystem. The conversation is framed around a simple idea: as the calendar flips from 2025 to 2026, what changes in caregiving, senior living, and innovation — and what changes because reality doesn’t care about our timelines?
The Home Is The New Care Setting — Until It Isn’t
Steve names the line everyone repeats: “The home is the new care setting.” Then he does what Steve does — he pokes it with a stick.
Sure, people want to age at home. Also true: lots of people can’t. Not safely. Not sustainably. Not without quietly burning out the family members who love them.
Jane doesn’t argue for one setting to win. She makes the case that the demand wave forces innovation in two directions at the same time: tools that help older adults and families make aging in place work better, and tools that help senior living providers operate with less friction and lower cost.
And 2026 adds fuel. The first boomers hit 80. The demographic math moves from “coming soon” to “already in your pipeline.”
AgeTech’s Awkward Truth: Older Adults Don’t Want “Old People Tech”
Steve flashes back to early AgeTech conferences packed with products that were, at best, mildly interesting and, at worst, based on bad assumptions. His favorite cautionary tale is the “senior tablet” era — a time when simplified devices were built on the idea that older adults couldn’t handle mainstream tech.
Most of those products disappeared for a simple reason: older adults didn’t want to be treated like a separate species. They use the same phones, apps, and platforms as everyone else … as long as those platforms respect real needs.
Steve then raises a concern that deserves daylight: the risk that AgeTech becomes more about extracting dollars from older adults than solving real problems.
Jane’s response is realistic: that might be someone’s fantasy, but it’s not an easy business model. Selling in aging is hard. The customer isn’t one person — it’s families, providers, payers, and systems. The sales cycles are slow. The use cases are complex. You can’t hype your way through that for long.
Caregiving Finally Gets Treated Like The Main Event
Steve brings it home with personal experience: being a caregiver for his 93-year-old stepfather, who lived with them until recently moving into a residential care home. What stands out isn’t just the emotion of caregiving — it’s the limit of it. Love doesn’t automatically equal capacity. And being “a good family” doesn’t magically create time, training, or stamina.
That story tees up one of Jane’s strongest points: the caregiver is becoming the center of gravity.
She calls 2026 “the year of the caregiver rebrand” — moving caregivers from invisible helper status to a recognized workforce and provider group that deserves support, protections, and meaningful tools. She ties it directly to the broader labor picture: when roughly one in four American adults is caregiving, caregiver stress becomes everyone’s problem. It hits employers. It hits retention. It hits absenteeism. It hits productivity. It hits the economy.
In other words, caregiving is no longer a private family issue. It’s infrastructure.
Tech Can Help, But Policy Moves Like It’s Dragging An Oxygen Tank
Steve asks a practical question: What happens when the caregiving workforce includes great people who may not have training, may have language barriers, and are asked to do increasingly complex work?
Jane sees AI and technology helping with accessibility and affordability — and points to models like CareYaya that match needs with people in creative ways.
Then comes the policy reality check. Jane mentions the Credit for Caring Act — a proposed tax credit aimed at helping working caregivers — as an example of the problem: the needs move fast, and policy moves slowly. Introduced. Talked about. Stuck. Rinse and repeat.
Her takeaway is blunt: AgeTech entrepreneurs can’t wait for Washington to keep up. The demand is already here.
The New Rule For AgeTech: Don’t Make It Weird, and Don’t Make It Beige
Jane offers a refreshingly simple filter for “good” AgeTech: can the founder explain what it is, what it does, and why it matters in a way that makes sense to a normal human?
She also loves products that are desirable — meaning they don’t scream “this is for old people.” Her favorite example is Cadence, a fall-prevention sneaker brand that looks like normal footwear. The idea is practical, but the packaging is the point: older adults don’t suddenly lose taste.
Steve agrees — and adds a quiet industry confession: there are too many booths, too many products, and too many founders who cannot explain what they do without a 30-minute guided tour. If the value proposition requires a hostage situation, it’s going to struggle.
Jane’s “bad AgeTech” bucket includes:

Products that are confusing on first contact.
Overbuilt “all-in-one” platforms that add friction.
Solutions that ignore adoption barriers (Wi-Fi, downloads, setup complexity, and too many steps).

Her big theme is friction. The winners in 2026 are the ones who make adoption feel easy and obvious.
Joy Span: A Better North Star Than Longevity
When Steve asks what her dream senior living community looks like, Jane reaches for a term she loves: “joy span.”
Not just living longer. Not just reducing risk. Not just optimizing clinical outcomes.
Joy span is the measure of how much of life feels connected, purposeful, interesting, and human.
She also mentions a concept from Korea: “elder kindergarten” — older adults ride a bus to a communal setting, see friends, do activities, create things, and bring home art. It’s not framed as decline management. It’s framed as belonging.
And that’s the punchline: the future of aging isn’t just more tech. It’s better life.
The Real Difference Between 2025 And 2026
Steve closes with a deceptively simple question: what exists in 2026 that didn’t exist in 2025?
Jane’s answer is narrative and cultural: a shift toward talking about aging and caregiving more openly, more positively, and more realistically. Less fear. More agency. Less “we’ll deal with it later.” More “this is already happening, so let’s do it better.”
She encourages founders to add their companies to the AgeTech Journal startup tracker and points viewers to AgeTech Journal’s newsletter and LinkedIn as a way to stay current.
Because whether we’re ready or not, 2026 is here.
Watch the full conversation on YouTube (the side comments are half the fun).

Unauthorized

By Jack Cumming
Not long ago, an article of mine spoke of my first encounter with the authority structure common in senior living. The long and the short of it is that residents don’t have much authority no matter how helpful they might be. Since then, I’ve given this surprising phenomenon much thought. I never expected that residents would be so little regarded. This came to mind recently when reading glowing reports on social media of employee training.
Inclusivity
The buzz is about training that goes beyond what’s mandatory for compliance. Most training beyond the minimum emphasizes social interaction. Some of it is characterized as leadership training, e.g., be nice to people, and they’ll work hard and be loyal. Much of it is pure social interaction, e.g., treat people as you would like to be treated.
Residents may be the purpose, but you won’t find them in training programs. Theoretically, the training may be for residents, but almost without exception, residents are excluded. Most residents don’t mind. They don’t expect or wish to have a role.
But some residents could elevate the experience by giving life to the resident experience. Particularly desirable would be training and programs to help enterprises meet the expectations that led residents to move in in the first place.
Hierarchy: Authority vs Substance
Most senior living organizations are hierarchical. Authority increases toward the top. Reversing the training would open the C-suite to learning from the employees and residents, rather than the C-suite training those down the line on how to improve themselves. It’s surprising how often C-suite people think they are listening when what they are really doing is presenting their views of themselves.
It’s not just in the fairy tale that people want to tell the emperor to put on some clothes, so what is lacking is less obvious.
Employee Risk
A recent occurrence can make this clear. Our to-go meals are fixed by day of the week. My wife likes the Saturday morning spinach omelet, so every week she orders it for the next morning. Recently, though, things were hectic on Friday, and she forgot to order the meal. Saturday came, and she realized, so I went up to the dining area to plead for a late order.
I was prepared for a long wait when, abracadabra, an employee brought me the to-go meal all ready to go. I was stunned and asked how it could have been prepared so quickly. The employee responded, “I remembered that your wife always orders on Saturday, so I made up an extra, just in case.”
Now that’s consideration that goes above and beyond all expectations. I was going to put in a kudos so her bosses could praise this thoughtful person as I did. But then I stopped. If I praised her for taking this initiative, the employee might be in trouble for potentially wasting food. We have a dining manager, who is subject to new oversight after the C-suite brought in an outside firm to “improve” our dining.
Flipping the Question
Sometimes, the right thing is the wrong thing in the eyes of those in authority. That’s a lesson that might be trained up the hierarchy in place of training down.
A wonderful, tearjerker of a story makes this point, especially if you’re a Beatles fan. With social media, many times a past event is developed into a made-up story. One such story was inspired by a picture of the Beatles visiting a gravely ill child in 1964. The story is of authority upended, which you can experience by clicking here. It’s well-written and may make you cry … good tears. The Beatles’ visit was against the hospital’s rules.
Unfortunately, this kind of self-affirming authority lives on today and affects the living experience for residents and the work experience for employees. The sad truth is that there are some self-aggrandizing employees who are more skilled at climbing the hierarchical ladder than they are at delivering on the mission.
You Can’t Go Back
Sometimes, I wonder how different these past 19+ years might have been if my encounter years ago with the provider authority structure had been different. Many of the things that I then hoped for have become commonplace in the industry. Others will likely never come to pass. Few organizations, few industries, rise to their highest calling.
Nevertheless, the more one thinks about it, the more obvious it becomes that a circle of peers is better suited to serving those experiencing old age. With the hierarchical structure, executive pretense too often controls instead of what’s best. Often, it’s obvious to everyone but those at the top that the emperor’s new clothes may not be what the emperor thinks they are.

Who Are You Performing For?

By Steve Moran
There are only two kinds of people in the world.
Bad people who don’t care about you at all.
Good people who won’t judge you for being human.
That’s it. That’s the whole framework. And if you let yourself believe it, it changes how you lead.
We Are All Performing
It’s a hard truth, but we are all performing. Every day. In every meeting, every conversation, every decision we make in front of other people. Think about the last conference you attended or presented at, the last meeting you attended, even in your own organization. Even those in the audience are performing.
That’s not a criticism. It’s truth. It’s me too. It’s everyone. Performance isn’t the problem. The question is who you’re performing for.
Here is the problem every leader has, including me: we spend considerable energy performing for people who will never applaud us. People who are not capable of being impressed by us. People who, no matter what we do, will find something lacking.
You know who they are. You’ve spent years trying to win them over anyway.

Continue reading on Practical Passionate Leadership (Substack) for free.

Is Senior Living at a Tipping Point?

Senior living may be facing another major inflection point. In this clip from Pivot with Pettit, Mitch Brown reflects on the industry’s watershed moments — from the GFC to COVID — and explains why affordability, debt, equity, and development challenges are creating one of senior housing’s most difficult market realities yet.
Watch the full conversation HERE.
 

Transcript:

In the 30-plus years we’ve been doing this, there are these watershed moments — these cusp moments — when the industry goes through a major upheaval.
And we’re clearly there now.
It started with the GFC. Then COVID. And today, we’re at another tipping point.
What’s your perspective on the development markets today?
There are equity questions. There are debt questions.
And while I recognize there are hundreds of thousands of units of demand, if you really cut through that, we’ve got a massive affordability problem.
That demand may exist. But the ability to actually meet that demand and have it be successful is a very, very difficult premise today.

Breaking Silos — The Same Resident, Different Stories

By Rebecca Wiessmann
This article is adapted from the first episode of Heard in the Halls with Lindsey Daugherty. Watch the full episode here.
The Hallway Is Where The Disconnect Shows Up
Senior living is full of smart, caring people who are often operating with incomplete information — and then trying to stitch together the resident’s reality after the fact. One caregiver is talking about hands-on care, a nurse is focused on the medication plan, and an executive director is thinking about the rate — all about the same resident, in the same hallway, without shared context.
Silos Persist … Even When Everyone “Cares”
Silos don’t happen because people are lazy. They happen because senior living has competing goals running in parallel:

Clinical outcomes
Resident experience
Workforce constraints
Compliance and risk
Family communication
Financial sustainability

Each lane develops its own language, its own priorities, and its own definition of “success.” Then the system asks teams to collaborate — without giving them structures that make collaboration easy.
“Put Them All At The Same Table”
The most practical line in the episode might be the least complicated: put everyone at the same table.
But the idea goes further. The “hallway” can become a kind of round table — a space where perspectives don’t compete; they combine. That’s not a kumbaya vision. It’s a better operational model because the resident doesn’t live in departments. The resident lives in operational consequences.
Perspective As A Leadership Tool
“Heard in the Halls” is built around a repeatable pattern:

Pick a topic that matters (falls, move-ins, staffing, family expectations, proactive care).
Gather the perspectives that usually stay separated.
Let the friction show — without turning it into blame.
Pull the best thinking into something usable.

That’s how you break silos without launching another doomed “initiative.”
The Quiet Challenge To Leaders
This series quietly challenges leaders to ask a question senior living often avoids:
If everyone is working hard, why does the resident still get lost in the handoffs?
The answer isn’t “try harder.” The answer is: connect the perspectives, build systems that support communication, and stop pretending siloed work can produce integrated outcomes.

S8 Episode 5 – Reinventing Life Enrichment in Senior Living

What does life enrichment in senior living actually look like today—and where is it headed next?
In this episode of Foresight Radio, we sit down with Dr. Ashlea Smalley, a senior living leader and gerontology expert with over 20 years of experience in the field. Together, we explore how senior living communities are evolving beyond outdated stereotypes of bingo and busywork toward purpose-driven experiences, deeper human connection, and personalized resident engagement.
Dr. Smalley shares how life enrichment programs are shifting from simply “keeping residents busy” to creating meaningful experiences rooted in purpose, social connection, and individual identity. She also discusses how technology and AI tools are helping communities better understand residents and personalize their experiences.
We also explore:

Why senior living should feel like home—not just “homelike”

How purposeful living and social connection impact resident well-being

The role of AI and technology in enhancing resident engagement

Why the future of senior living may look more like a college campus

How communities can break stereotypes and attract the next generation of caregivers and leaders

One powerful reminder from the conversation: our desire for connection, fun, and meaning doesn’t disappear with age.
If you care about the future of senior living — or want to better understand how the industry is evolving—this is a conversation you won’t want to miss.
Key Takeaways From the Episode

Life enrichment is evolving beyond activities: Senior living is shifting from “keeping residents busy” to creating purposeful experiences and meaningful connections.
Residents want the same things we all want: Connection, curiosity, learning, fun, and community don’t disappear with age.
The future of senior living may look like a college campus: Dr. Smalley envisions communities filled with clubs, activities, social spaces, and lifelong learning opportunities.
Technology should enable human connection—not replace it: AI and platforms like LifeLoop can help teams better understand resident interests and free up staff time for meaningful interaction.
Senior living should be integrated with the broader community: Opening communities to younger generations and local communities helps break down stereotypes and creates richer social environments.

Corporate Combinations: When Your World Shifts

By Jack Cumming
You’ve likely noticed that Senior Living Foresight is now “Powered by ProCareHR.” That has had many benefits, especially for those Foresight employees who are on the payroll. Since I work as a volunteer, loving the independence of expression that gives me, I have not been part of the change.
The Big Question
That led me to ponder, “How can ProCareHR realize the best value from its purchase?” Although I write regularly for Foresight, I’ve been no part of the merger integration. Thus, like you, I’ve been able to watch the process from a bit of a distance, though I have more interest than most readers, and I’ve been privy to insider conversations. That means I have a unique story that can inform the consolidation.
If you’ve been through a merger, you know how it can go smoothly or otherwise. For me, the ProCareHR/Foresight transaction serves as a model. Many mergers start out with optimism and hope and end up as something else. No wonder mergers and rumors of mergers can be anxiety-producing. Have you ever had merger-fear anxiety?
I confess that I’ve had some anxiety about ProCareHR. If you are facing the prospect of a potential merger, you likely have the same anxiety. It’s best to plan for the worst while hoping for the best. What Color Is Your Parachute? is a perennial favorite, updated for the digital world of 2026. That includes considering how you may best adapt to artificial intelligence (AI) even if it strips you of your current job. I know what my parachute is, and I’m ready to pull the rip cord if needed.
Think Positively
With that aside, though, my thinking here is focused on the question, “How can ProCareHR realize the best value from its purchase of Foresight?” This is something that you might do if your employer is taken over in a consolidation. Just thinking through the question of why the merger took place can better prepare you to work with the new owners. Here’s my template for answering that specific question.
Stage 1: ProCareHR gains stature as an industry thought leader from the merger. Notable is the editorial independence promised by ProCareHR to Senior Living Foresight.

In Stage 1, investing in a thought-leading journal and then giving it complete freedom of expression establishes ProCareHR as a business that puts the common interest before typical corporate aggrandizement. From that, ProCareHR clients can derive assurance that they can trust that ProCareHR will put their interests first.
That’s an enormous advantage in a time when self-interest dominates the headlines. It also implies that ProCareHR has the core talent not to fear evolution because management is confident that the organization can adapt quickly to change if change is warranted. That level of talent is rare.

Stage 2: ProCareHR becomes best in class for giving businesses the highest conceivable quality HR services bar none.

In Stage 2, which follows hard on the heels of Stage 1, ProCareHR uses conventional marketing tools of events and industry outreach to sell aging services their tailored package of human resources/PEO services.
In short, a PEO firm handles the chores related to employing people. Among those concerns are employee benefits, staff administration and payroll, risk management, employment-related compliance, talent management, and related support and technology. The idea is that an outside firm might be able to handle these processes at lower cost with greater sophistication.
Since HR is not directly germane to the business purpose, it can make sense to outsource these functions. The challenge is that this bundle of services can function like a commodity product that is hard to distinguish competitively from others.

Stage 3: ProCareHR emerges as a strategic partner with its clients, helping client senior living enterprises to thrive and prosper.

This is where the ProCareHR odyssey becomes both more promising and more daunting. It’s one thing to follow conventional business-school-type textbook advice. It’s another to go beyond the textbook to help build a great business.
That requires the kind of creative, imaginative thinking and insight that is rare. Often, as with Steve Jobs and many others, ideas flow and make schooling irrelevant. Consider how many of the most transformative businesses were built by people who didn’t take educational credentials seriously.
Building a talent team that is strong enough to stand out from competitors can be an enormous challenge for a CEO or business owner. Talented CEOs have an eye for talent and what it takes to attract and motivate them into becoming a team. That core talent team at the top is what drives a corporate reputation for excellence.
Becoming a worthy strategic partner requires a level of creative and analytical talent of the kind that distinguishes a Goldman Sachs, long known for excellence, from other financial wannabes. ProCareHR has an opportunity to become that lead firm for HR services.

Stage 4: ProCareHR leverages its core talent to become the lead organization helping senior living move to people empowerment. HR, as “human resources,” evolves to become “human relationships.” Senior living gains investor value by allowing people of all ages to find better lives.

Stage 4 is where the long-term opportunity lies. Today, enter the exhibit hall at the annual LeadingAge Conference, and Ziegler, the financing firm, and Greystone, the leading development firm, are front and center. Money interests are even more prominent at other industry conferences. The ProCareHR opportunity is to position itself to be right there in front, leading with people relationships to enhance value and to drive investor returns.
Look at the history of transformative enterprises and one usually encounters something like “in [year] the company revolutionized [name of industry].” For ProCareHR the year might be 2030 and the industry would be “senior” living, though by then the industry may have a bigger footprint beyond just old people.
HR as “human resources” sounds dehumanizing, as though people were no more than interchangeable parts in a machine without individuality or spark. No wonder that there are almost no examples of HR specialists rising to be CEOs of major businesses.
An exception is Mary Barra of General Motors, and her relationship skills break the mold. Most enterprises, and especially senior living enterprises, are people organizations. The common sense of developing people to realize their full potential can be the key to whether a business leaps forward into the future or remains mired in convention. Ms. Barra managed GM’s HR during the company’s restructuring.
The HR opportunity for “senior” living, or for all-purpose living, is to focus on “human relationships” and to put people first. “People” includes not merely the “workforce” or the “frontline workers,” but it also includes suppliers, residents, families, and every single person who touches an organization. People first is far more important for success in “senior” living than any other element.

Final Thoughts
Ziegler leads because it answers the question, “How do we finance this industry?” ProCareHR can become the new leader if it answers the more profound question: “Why does this industry exist, and who does it serve?” The answer to that question is what we might call “People First.”
People First pictures aging as a time of fulfillment, connection, and purpose; communities where residents, families, staff, and leaders all flourish; capital as necessary but not as master. Those are values that serve all ages, not just those who are aging, and certainly not just those who are very old. Those very old need care, and there is a niche for that, but the opportunity is so much broader.
Now we can answer the questions with which we began. First: “How can ProCareHR realize the best value from its purchase of Foresight?” Answer: by marshaling Foresight’s forward-leaning thought leadership and sending those qualities off to reimagine the lives of people everywhere, especially those who are now encountering old age.
Second: “What can, or should you do when your world shifts due to a corporate consolidation?” Answer: Do exactly what you would do if you suddenly had a new boss. Start by giving your new boss your wholehearted support. Help your boss succeed, and your own success should follow. The same applies to a new owner.
Give the new folks a chance to reveal what they have in mind with the merger. Then, you have to consider whether their values align with your values. If they don’t, that’s the time to get active in evaluating the opportunities available elsewhere that might best fit your abilities.
On the other hand, it’s possible that the new leadership has a vision that ignites your imagination and makes you look forward to work. If that positive experience leads you to improve your commitment and, with commitment, your performance, then the new organization may be the best thing yet for your career.
Disclaimer: Although I think regularly about senior living and have for years written regularly for Senior Living Foresight, I have received no benefit from the ProCareHR/Foresight affiliation. Thus, this article is independently conceived and authored. The views expressed are solely those of the author and no one else.

What if You Could Have More Joy in Your Life?

By Steve Moran
The alarm went off at 6 am.
I had a golf tournament to get to. A charity scramble. The same foursome that has played together the last two years. Good guys. Nobody’s going to mistake us for professionals.
The last two years, we finished dead last. Both times. We won the prize for the team that had the most fun, which is a real prize, and we were genuinely proud of it, in a weird kind of way.
It was raining when we got to the course.
We didn’t care.
We hit good shots, bad ones, and some in between. We told stories. We laughed. By the end, we had climbed out of last place, which felt like winning the Masters.
By 4:15, we were beat. Done. I grabbed my bags, headed to the airport, and got on a plane to Phoenix, headed to LTC 100. What I most needed was a hotel room, a good night’s sleep, and nothing else.
Then my phone buzzed.
A friend who lives in Phoenix — someone I don’t know all that well but like a lot — said he couldn’t do lunch the next day but could drive over to my hotel … at 11 pm.
Every reasonable part of my brain said no. I said yes anyway.
We talked for an hour and a half. Stories, laughter, the kind of conversation that goes in six directions and never quite lands anywhere, but you don’t want it to stop.
At midnight, I was back in my room. Wide awake. Took another hour to fall asleep.
And I was up at 6 am the next morning.
Here’s the thing. I should have been destroyed. I had burned every calorie I had. I ran on too little sleep. And I woke up the next morning energized and ready to go.
Joy doesn’t cost energy.
It produces it.
Most of us have that exactly backwards.

Continue Reading on Practical Passionate Leadership (Substack) …

Why Active Adult Is Still Senior Living’s Best-Kept Secret

Mitch Brown explains one of senior living’s biggest marketing challenges: people often do not understand the appeal of active adult living until they experience it for themselves. Once they do, the question often becomes not why move in — but why didn’t I do this sooner?
Watch the full conversation HERE.
 

Transcript:

We’ve always done a pretty bad job in this business of helping people understand why this lifestyle is so much fun — and why people often age better and simply live better in these communities — until they actually experience it.
How many times have you toured one of your communities and watched a prospect walk through with her daughter? The mom is saying, ‘Oh no, honey, this is very expensive.’ And the daughter is saying, ‘Mom, I’d move in here tomorrow.’
Then two or three months later, the mom has moved in and says, ‘Why the heck didn’t I do this sooner?’
The truth is, the people who really understand why active adult is so appealing are the people who already live in these communities.

Are These Questions Keeping You Up At Night? – They Should!

By Steve Moran
I want to start with some questions …
Have you ever stared at your org chart and wondered if the structure that got you here is actually the thing holding you back from where you want to go?
Have you ever been handed an opportunity — a new community, a management contract, a potential partnership — and genuinely not known whether to say yes or run the other way?
Have you ever grown fast, only to look up one day and realize the culture you started with is becoming a casualty of that growth?
These are real-life challenges that senior living leaders are wrestling with. Getting them right means more success and a happy life. Getting them wrong means lost opportunities, sleepless nights, massive headaches, and challenging times ahead.
If you are not struggling with any of this, you can stop reading now … but if your interest is piqued …
The NIC Growth Conference, taking place in Indianapolis May 13 and 14, is the place for you to be.
The Conference is built for operators who are in the middle of something — not just thinking about growing, but actually doing it, with all the complexity and second-guessing that comes with it. The session lineup this year is one of the most honest and practical I’ve seen at any industry conference.
The Agenda
The opening session tackles organizational structure — specifically, how to evolve it as you grow. The panelists are operators who have lived it at Brightwater, Vantage Point, and Health Dimensions Group.
From there, the conversation turns to one of the biggest challenges in senior living: when to pursue an opportunity and when to walk away. Timing is everything, and the people on that panel — from Trustwell Living, Viva Senior Living, and United Church Homes — have all made those calls under pressure.
Then comes the session I think will generate the most conversation: Will Your Identity Shape Your Growth or Become a Casualty of It? The Springs Living, Benchmark, and Trilogy are in that room. These are organizations with real culture. They know what it costs to protect it.
And of course, data is king — but we are still really working to figure out how to unlock its potential. There is a session that tackles this topic head-on. Spoiler: it is increasingly obvious that the operators who figure it out first will have a meaningful edge.
Day two gets into capital and financing — how to access it at different stages of growth, not just the obvious sources. It covers management transitions, which is one of the most underrated challenges in this industry. It addresses strategic partnerships — the kind that actually accelerate growth rather than just complicate your org chart.
Growing Pains — Real Life Lessons
The closing session might be the most valuable: learning from other people’s journeys. Growing Pains: The Mistakes We Made and the Lessons We Learned features Justin Hutchens as moderator, with Sue Farrow, Lynne Katzmann, and Dan Lindh on the panel. These are industry legends. That kind of vulnerability and candor in a public setting is rare — and worth the price of admission alone.
The NIC Growth Conference isn’t for everyone. It’s for operators who are serious about building something and want to learn from people who are doing it right now — and from people who made the mistakes so you don’t have to.
If that sounds like you, Indianapolis is the place to be May 13–14.
Register here →

Is Your Team Sold Out to Your Vision?

By Steve Moran
I watched this very short [Instagram video] by Zack Frongillo, the director of entertainment for the Savannah Bananas sports entertainment team.
In this video, he tells his story about how he got the job. It’s worth watching; the bottom line is this: He has completely bought into and sold out to the Savannah Bananas’ single most important mission: “Fans First.”
The team’s big idea is that everything they do must be tested against that standard. Everything. That includes ticket pricing, ticket purchasing, driving into the parking lot, getting to your seats, waiting for the game to start, and heading back home.
The Difference Between Saying It and Living It

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Stillness As Strategy: Slowing Down Can Improve Care

By Rebecca Wiessmann
Foresight TV runs on momentum. Conversations move fast, ideas stack up, and senior living leaders show up with one recurring problem — the work keeps accelerating while the humans inside it do not.
In this episode, Denise Boudreau fills in for Steve as host and invites viewers into a very different kind of leadership conversation. Her guest is Dr. Gary Irwin-Kenyon — a gerontologist, author of “Pathways to Stillness,” and the creator of Seated Tai Chi — and his central argument is simple, borderline subversive: slowing down may be the most powerful move senior living leaders can make.
Not as a luxury. Not as a “self-care add-on.” As strategy.
Narrative Care Starts With A Different Question
When Denise asks how he introduces himself, Dr. Gary starts where gerontology often gets stuck: people hear “study of aging” and immediately ask for the fix. The secret. The hack.
His work turns the question sideways.
Instead of treating aging primarily as a matter of physical decline, he describes a subfield he helped pioneer: narrative gerontology, which views life as a story — and care as the practice of understanding what’s meaningful within that story.
In a care context, that shift matters. Narrative care, as he describes it, is less about a professional “interpreting” someone and more about honoring that it’s their world, not the caregiver’s. The goal is not clinical insight. It’s connection.
He shares a phrase from a colleague that lands like a thesis statement: narrative care is “core care.” When someone feels truly listened to and understood, they may tolerate a lot of the other inconveniences that inevitably come with a care setting.
The Quiet Center Behind The Disease
The conversation turns toward dementia, and Dr. Gary pushes back on an old framing — that a person with dementia is primarily a story of decline.
A narrative perspective argues something else is still present: a “quiet center.” A stillness that remains accessible, even when cognitive abilities change.
Stillness, in this framing, isn’t passive. It’s a way of reaching what is still intact.
And that’s where Seated Tai Chi enters the picture.
What Tai Chi Really Is
Denise pauses the conversation to define Tai Chi for viewers who haven’t encountered it. Dr. Gary describes it as a slow, soft “moving meditation,” developed in China, designed to calm what he calls the “monkey mind” — or, as Denise offers, the hamster wheel.
The test for whether it’s working is refreshingly untechnical: if people feel more relaxed when they leave than when they arrived, it’s working. Don’t worry about the rest yet.
It can be a martial art, he notes, but for most modern practice it’s a healing art — adaptable for nearly anyone, especially as people age. In his programs, the movements are designed for residents who are seated.
A Surprise In The Dementia Village
One of the most striking moments comes when Dr. Gary describes teaching Tai Chi in a dementia neighborhood. Staff weren’t expecting much. He wasn’t either.
Then something happened: people who typically wander and rarely sit still became quiet during the class. A staff member told him, flat out, “These people are not quiet.” Yet for the duration of the session, they were.
Dr. Gary describes it as a game-changer — evidence that stillness-based practices can “go past the disease” temporarily. And if that’s true, it raises a question the senior living industry doesn’t ask often enough:
Who is still there, underneath the symptoms?
Systems Run On Doing — Humans Need Being
Denise connects the dots to senior living’s operating reality: schedules, regulations, care plans, pressure. The system is built on structure.
Dr. Gary agrees — and says that is exactly why stillness matters. He frames it through two modes:

Doing mode: productivity, speed, tasks, hustle
Being mode: nurturing, kindness, compassion, rest, acceptance

American culture is biased toward the doing mode, and in senior living, that bias becomes a burnout engine. People try to do more and more, less and less effectively, because they are human beings — not machines.
Stillness practices, including Tai Chi, come from a being mode. And the being mode is where teams recover.
Small Moments Beat Grand Gestures
Denise shares a story from her own nursing home leadership experience: a resident who constantly complained, radiated negativity, and wore staff down. When her life story was recorded, the narrative revealed repeated trauma — and when asked if there was anything good she wanted to share, she said no.
That one detail reframes everything. Denise admits it likely wasn’t literally true, but the fact she experienced life that way changed how staff saw her — and increased compassion.
This is where the conversation quietly challenges a familiar senior living habit: celebrating the grand gestures (the Disney trip, the big event) while missing the everyday moments that actually make up a person’s life.
Dr. Gary offers an example from his own class — a man who couldn’t speak, could barely move a finger, but attended every session. One day, he looked unusually sad. Dr. Gary noticed, stopped, and asked if he wanted to sit in the front. The man squeezed his hand. They moved him. He smiled. The day changed.
That wasn’t a program. It was awareness.
And awareness requires slowing down.
A Practical Pathway Leaders Can Actually Use
The episode doesn’t leave stillness in the clouds. Dr. Gary explains a structured course offered through Person-Centred Universe — designed for professional caregivers (and informal caregivers too). It blends self-directed learning with live sessions, teaching seated Tai Chi movements and how to lead sessions for residents or colleagues.
The value is twofold: participants experience stillness themselves, and they learn how to share it inside their workplaces — a train-the-trainer model that spreads without requiring a massive operational overhaul.
But he’s clear that formal programs aren’t the only path. Gardening, music, reading, the creative arts — they can all contain stillness. The key is that stillness pulls people into the present moment.
And in the present moment, he argues, there is no anxiety or depression — only “just there.”
Ten Minutes Is Enough To Start
As the conversation winds down, Denise asks the question every busy leader is thinking: What if someone doesn’t have 30 minutes? What if they have 10?
Dr. Gary’s answer is merciful: start anywhere. Even two minutes. Go to a corner, focus on breathing, do a few movements, interrupt the doing mode long enough to remember there is another mode available.
He adds an important truth: you can’t think your way to stillness. That’s what turns people off. Stillness isn’t something to “achieve” or be perfect at. It’s something to practice — and the struggle is often proof that the monkey mind has been running the show.
The Leadership Takeaway
Denise closes by describing her own meditation journey, which began during COVID, and how the ripple effects show up everywhere — even in an airport, even in a TSA line.
That’s the quiet invitation of this episode: stillness is not a retreat from leadership. It’s a return to it.
In a sector defined by urgency, stillness becomes an act of courage — and maybe the most practical form of person-centered care senior living leaders can model.
Watch the full Foresight TV episode.

The Mathematics of Hierarchy

By Jack Cumming
There are two ways to manage a large organization. One is by principles, talent, and leadership. To channel Alexander Stubb, the respected world leader, we might call that “values-based realism.” It’s inclusive. It’s pragmatic. It’s unifying.
The Deadweight of Hierarchy
The other management structure is more common. It’s the hierarchical command-and-control structure we associate with military formations. The one is circular and mutual. The other is pyramidical and disempowering. The concept of superiors and subordinates is contrary to that of peers and commonality.
Hierarchy brings to mind the picture of Hercules holding the entire world on his shoulders to give Atlas a break. The business parallel is that of the local revenue-producing operating entity, say a Life Plan Community (CCRC), holding up the entire non-revenue central office, regional office, and functional services (accounting, technology, legal, HR, etc.) on its shoulders. No wonder that local entities struggle to stay competitive and serve their mission.
Without access to pictures, it’s hard to convey to you what seems obvious, but let’s try with word pictures. In the one picture, imagine a CEO relaxing, supported at the top of the heap by corporate hierarchy. Now invert that picture to put her or him at the bottom of the stack with the weight of the organization bearing down. At the top of that inverted pyramid are, say, as an example, the 1150+ senior communities that Brookdale had at the peak of its scale. Your number of communities is likely less, and so now is Brookdale’s.
Local Business Success
Board and care facilities are often the best solution for caring for the aging. Still, large institutional facilities dominate public awareness. As an aside, I know that there are some in the industry who detest the use of words like “institutional” and “facilities,” but those wordsmiths are also not residents in those “communities” they tout. Those locally owned, locally run board and care entities do well by word of mouth despite the lack of corporate affiliation. They’re more personal and less institutional.
Now returning to Brookdale as an example of the kind of corporate entity that dominates both the not-for-profit and for-profit business models. Each community, if run right, might have been a profitable local business on its own without interference from Brentwood. Now add in all the costly apparatus that corporate-think put in place to ensure central control. The locals might understand the market and the needs, but the central theorists are in charge. That can be a heavy burden for executive directors and their local communities to bear.
Revenues at the Bottom
Flipping the chart by putting the local operating community, like Atlas, at the bottom of the stack, holding up all the “know-it-alls” above, without the freedom to do what’s obvious where the rubber hits the road, where the revenues are generated, and it’s no wonder that hierarchy is a costly business model.
It’s also obvious how it comes to be. A local community succeeds, and so do other communities elsewhere. Someone observes that mutual support can be positive. Capital is deployed to buy up those local communities and band them together. But the result isn’t mutual support and improved service delivery. The result is a hierarchy of control and concentrated authority at the top. Ownership can be intoxicating.
Natural Corporate Politics
Sycophants surround the person at the top. After all, you move up the stack by making those above you feel good. It’s a CEO’s success story. The person at the bottom, who once took pride in local achievement, is now just a minor figure subordinate to those above. No wonder so many executive directors feel forgotten and diminished.
Moreover, those up the stack gain nothing from constructive innovation at the community level. They stay safe by saying no to local creativity and by trumpeting all the good that those in the ivory tower do for everyone below. A corporate flatterer once asked executives who were presenting their virtues to residents, “What else would you like the residents to hear from you?” The flipped question, of course, is “What of substance have you heard from the residents?” A resident asked that question, and the presentation soon ended.
The Corporate Regional Vice President
No one wants to be the executive director who reports to a namby-pamby naysayer. From the 1725 source for that term, “Namby-pamby’s doubly mild, ‘Once a Man, and twice a Child’…”. Do you know anyone in your hierarchy like that? Who do you respect? It may not be your boss. Respect outshines authority. Who is actually worthy of respect? And, beware, it may be a resident.
The alternative is more simply delineated. Sure, standalone communities can learn from each other. That brings us to a second picture. Picture a roundtable of executive directors meeting much as the head honchos of sovereign nations meet in the round to address global issues. Those executive directors are far more likely to respect the suggestions of their peers than to accept the performance review of that tolerated boss.
Peer-Driven Excellence
Not only does performance optimization outshine performance reviews by Mr. Namby-Pamby, but it also saves money as Namby-Pamby is now free to pursue a more constructive career, saving the enterprise and those it houses much money. It takes an exceptional leader, a peer among peers, primus inter pares, to facilitate a sharing consortium in the round. Some franchises follow this model. At one time, auto dealerships operated successfully on this model. But it’s rare.
Rare or not, a sharing, cooperative culture is perfectly suited to the senior living industry. Yet, I know of no senior living leader who’s brought it into being. Instead, a superstructure of cultural flimflammery tends to get pasted onto the traditional hierarchy. The power hierarchy persists. The cost of centralized culture is fallow overhead. The payers are those who pay the bills, the residents.
It’s Not Your Fault
If you’re a leader by position who has fallen into this righteous trap, know that I admire you. At least your recognition of the importance of culture is a move in the right direction. This article is not intended to chide or criticize. It is intended to show clearly the obvious deadweight of hierarchy and overhead as a drag on performance. Textbook business school authority speaks of “span of control,” but business school tends toward counting-house rationality. Missing is the subtle understanding that permeates the human condition.
We humans are at our best when disaster strikes. That’s when peers come together without corporate structure to help each other. I remember vividly the disaster of the Blackout of 1965, which plunged New York City, where I lived, into darkness. I went to use a phone booth at 94th Street and Broadway to call home, but I was stopped by a local denizen. “Don’t put money in the phone,” he said, “I rigged the phone before the lights went out, but I don’t want the money now.” There’s no hierarchy when people pitch in together. That’s when integrity matters the most.
Learning From Disaster
Recently, Leigh Ann Hubbard shared on LinkedIn the story of devastation overtaking her community near Oxford, MS. The reason she gave for sharing deserves to be engraved in the hearts and minds of all humans. She wrote that she shared her community’s plight.

“Because people matter, whatever our beliefs, politics, skin, age, location. In a time when news is meant to inflame and outrage, other stories still exist. And it’s important that they be told, if only to say, they matter, just as much as anyone.”

Hierarchy lends itself to narcissism. Subordinates are expected to be loyal, deferential, and adoring. The model is a parent-child relationship with an adored parent, except that the parent doesn’t act in a loving way but instead demands control and subordination. Teepa Snow addressed this recently. Remember how everyone came together, trying to help each other, during those taxing days and months of COVID-19.
Let’s Come Together for Each Other
The emerging, more democratic roundtable of peer effort is less ego-driven. It’s not new. De Tocqueville wrote of its unique American origins in his 1835 tome, Democracy in America. But it’s human nature for self-thinking people to disregard the deep thinking of others in favor of their own superficial thinking. That tendency remains rampant even today.
Humanity is at its best when everybody comes together. If we rid ourselves of the sclerotic impact of insipid hierarchy and simply heave to as a group, our business will be better, and our society will prosper.
Let the work of reform begin. May you find prosperity in the effort.

What Senior Living Misses About Resident Tech

By Rebecca Wiessmann
In a recent episode of Tech Tuesday, Kent Mulkey fills in while Steve is away and sits down with Liz Hamburg, president and CEO of Candoo Tech, for a conversation that should make senior living operators rethink nearly everything they assume about residents and technology.
Liz’s central point is simple: older adults aren’t rejecting technology because they can’t use it. They reject it when it isn’t designed with them in mind — or when they’re left alone to figure it out.
And the data backs her up.
Seniors Have The Devices
Liz shares that Candoo Tech surveys its users at the beginning of engagements and again every six months, building a data set that skews older than many industry studies. More than half of respondents are 80-plus, and Candoo has helped clients well into their 100s.
That matters, she argues, because broad “50-plus” surveys can blur what’s happening with people in their 70s, 80s, and beyond — the group senior living serves most directly.
What they’re seeing: residents are surrounded by technology. Liz cites industry data suggesting senior living residents often arrive with five to seven devices — a number that sounds wild until you list the basics: smartphone, tablet, laptop, printer, smart speaker, smartwatch, and suddenly seven doesn’t feel like a stretch.
Candoo’s own figures reinforce the reality that this is no longer niche. A large share of their users report having a laptop or desktop, and many are using smartphones, printers, routers, and smart-home devices. The problem isn’t access. The problem is support.
Tech Support Becomes Health Support
The conversation shifts quickly from “devices” to outcomes — especially around healthcare.
Liz describes a world where simply being a patient now requires technical competence: scheduling appointments, checking test results, messaging doctors, ordering prescriptions, uploading forms, and navigating portals. Even tech-savvy people can miss the existence of a portal entirely, the host admits — and that’s before you get to passwords, two-factor authentication, and the modern joy of “reset your credentials.”
Candoo’s work increasingly overlaps with healthcare access. Liz says they partner with health plans to create customized guides and group lessons for specific portals and apps, then back it up with one-on-one help. She emphasizes HIPAA compliance and explains that while they won’t dig into medical details, they can help older adults do the practical stuff that keeps them connected to care: logging in, resetting passwords, uploading PDFs, adding photos, and submitting documentation.
In other words, technology training is quietly becoming a social determinant of health.
Confidence Is The Real Product
Liz comes back to something her team sees over and over: capable, intelligent older adults who feel physically anxious about tech — shaking hands, racing heart, fear of “messing something up.”
So Candoo’s big goal isn’t just solving tasks. It’s increasing confidence.
She shares survey results showing major gains in confidence and increased usage after training. And she points out something that often gets missed in senior living: early pandemic tech support was dominated by basics — email, Zoom, and staying connected. Now the requests are broader, and in some ways, more surprising.
Older Adults Are Learning Instagram, Canva, And ChatGPT
Liz describes how Candoo tracks what people actually want to learn through popular how-to guides and group lesson topics. The list spans the expected (iPad basics, Uber, password managers, scanning QR codes, Zoom) and the unexpected: Instagram, TikTok basics, and even design tools like Canva.
But one detail stands out — because it says something bigger about curiosity and agency.
Older adults are requesting training on ChatGPT.
Not because someone decided it would be trendy, Liz says, but because users asked for it. They’re using it like a supercharged search engine: travel planning, gift ideas for grandkids, help with group presentations, and even support for hobby communities and activity groups.
The underlying message is clear: older adults aren’t “behind.” They’re exploring — when the on-ramp is built for them.
The Wrong Question
One of the most practical moments of the interview comes when Liz explains what changes between “won’t use technology” and “actively using technology.”
Her answer: motivation.
If you ask someone, “Do you want to use technology?” many older adults will say no — because they’ve lived decades without it and don’t see the point. But if you ask, “Do you want to see your grandchildren?” or “Do you want to hear the hymns you grew up with?” the conversation changes.
Liz tells a story about a woman in her 80s who didn’t think tech was for her — until Liz helped her find a childhood hymn on Spotify and download the sheet music as a PDF. The emotional shift is immediate. Technology stops being “a device” and becomes a doorway back into identity, memory, and joy.
Another example is even more everyday: helping an 88-year-old return shoes to Zappos. It’s not something she would call Geek Squad about, and it’s not an Apple Store problem — but it is a life problem. A short session removes days of frustration and restores a sense of competence.
That’s the kind of win operators rarely track, but residents feel deeply.
What Operators Should Do This Week
Near the end, Kent asks the question every operator wants answered: if someone watches this interview on a Monday, what should they do differently on Tuesday?
Liz doesn’t give a one-size-fits-all answer, and that’s the point. She recommends starting with visibility:

Survey residents: what devices do they have, what do they want, where do they get support now?
Check internal pain points: talk to IT, dining, the front desk, maintenance — the people who get ambushed with “quick questions.”
Be honest about scalability: one in-house tech person can’t cover multiple buildings, vacations, illness, and the steady drip of resident needs.

She makes a strong case that remote support — once counterintuitive to her — is often the most scalable way to deliver consistent resident tech help across communities.
And she leaves operators with an implicit challenge: if residents are arriving with five to seven devices, then “we have Wi-Fi” is not a technology strategy. It’s table stakes.
Watch the full episode here: https://www.youtube.com/live/fk1qrRdjav0

Forgotten Souls

By Jack Cumming
Life Plan Communities (CCRCs) are so promising in the beginning. We’re not thinking of the developer perspective, construction, opening, fill up. We’re thinking instead of new young residents and the buoyant vitality that comes with new experiences and new friends.
Party Time
The most comfortable CCRC residents are outgoing people who thrive at parties and who are masters of small talk. They are naturally gregarious. They move in and thrive with dress-up parties and resident committee meetings.
Then, there are the quiet ones. They, too, can do well. They may stay most of the time in their apartments, but the feeling that there are others just beyond the door makes them feel secure. They love knowing that help is merely a call button away. They also provide the followers that the social leaders need.
This article, though, is about the forgotten souls. These are the ones who did well in the beginning but who have grown jaded with repetitive meal plans, with a lackadaisical care response that leaves them insecure, and with just the wearing toll of time. They may no longer fit in well because they have grown older … often very old.
“I’ll Never Grow Old”
Vibrant new residents don’t feel old. They don’t have much in common with the very old. Changes in senior living exacerbate this disconnect. At one time, the very old had their own neighborhood in assisted living, but now, increasingly, assisted living services are provided everywhere.
At one time, the assisted living concept was new and a competitive advantage. It gave the very old their own place. Then, that ministry shifted to a more businesslike outlook. “Aging in place” was repurposed to mean “aging in our place,” not your family home.
For providers who charge extra for care services, i.e., those that don’t have Type A, care-inclusive contracts, on-campus “aging in place” can increase revenues per resident. Admitting people who already need care services, for which the enterprise can charge, is a profit opportunity. Many of these people are more patients than residents, and they may seldom be seen. They are forgotten souls.
But, There Are the Doubly Forgotten
Within the group of forgotten souls dwells the most forgotten category of all. Try to imagine who they might be. If you can’t conceive of where this is going, that’s evidence that this subgroup of the very old is indeed forgotten. And that’s tragic.
Make a note here of what you think this category is. Go ahead. Take a second to make a note, preferably in writing, but a mental note is okay, too.
Who Are the Forgotten Forgotten Souls?
Got it? Do you have your guess firmly in mind? Those forgotten souls are the spouses of the residents with emerging cognitive decline. You may think of those spouses as unpaid caregivers. You may not even know who they are since they shield from public humiliation the failing capabilities of the person they love.
Before cognitive decline is diagnosed, its early ravages are evident to spouses. That is a burden that spouses carry alone, unaided. The stricken person is often unaware of what is obvious to the person who has long lived closest to them. Doctors, if asked, may be reassuring since there is little that the medical profession can do. They are thinking of their patient, not the spouse.
Not only is the stricken person unaware, but they may take any suggestion of problems as evidence of spousal disloyalty. Anger is not uncommon. That can be devastating to the protective spouse who has nowhere to turn. It can be exasperating to pause life to help another when that person has no idea that they need the help. There’s no support group. Healthcare professionals are concerned with the “patient,” not with the spouse.
For Better or Worse
Spouses who have long admired and loved their mates may blame themselves. It’s not uncommon for the fully functioning spouse to come to believe that they are the ones who have become a burden. They may believe that they are the cause of their partner’s loss. A kind of downward spiral of codependency can undermine the marriage itself.
This is where the mythology of the Life Plan Community, née CCRC, falls short. The name change only masked, but didn’t address, the many challenges of aging that are overlooked. The plight of the unacknowledged caregiver spouse is only one of many challenges that thus go unaddressed.
A Broken Covenant
Not only do many challenges go unaddressed, but ignoring them leads to the negation of the implied covenant of lifetime care and security. A cognitively challenged couple or person may be asked to leave because other residents, employees, or directors view them as disruptive.
Paradoxically, that which merely causes discomfort can be characterized as “disruptive,” leading toward an unjustified eviction. Most residency agreements allow eviction for “disruptive behavior.” What’s seen as “disruptive” is often in the eye of the beholder, and, too often, that is the provider’s business eye. Even constructive suggestions can be seen as “disruptive.”
Old age care is about as human a service as there is. Greatness in human services belongs to those who proactively meet the need. The easier, self-serving alternative is to defend “what everyone knows” and to keep a blind eye toward the shortcomings.
Will the industry that will be there when you are older, and you are the one needing care, be no better than the industry to which you have dedicated your career? Is change possible? Let us hear from you. The allusion to Gogol is not entirely coincidental.

This Is Insane. Or Is It?

By Steve Moran
I just read a Wall Street Journal piece titled “No Skirts, No Shoes: The Team-Building Exercise Where You Climb on the Boss.” My initial reaction was NO WAY! People would hate it, but then I got to wondering …
Here is what is happening.
Companies in Spain are doing team building by building human towers. Actual human towers, where employees climb on each other’s backs, shoulders, and yes, sometimes each other’s backsides. It’s a centuries-old Catalan tradition called castells, and it’s now a full-blown corporate team-building offering.
Continue reading on Practical Passionate Leadership (Substack) for free.

More Wondering: Why Not Collaborate?

By Jack Cumming
LeadingAge prides itself on being the trusted voice for aging. Full membership in the organization, however, is limited to provider organizations and corporate partners. There is also a class of associate members with limited benefits and organizational rights, but there is no direct membership for residents. Residents only have a semblance of membership derived from the provider member that houses them.
Grassroots Democracy
As an advocacy organization in a democratic society, one might think that an organization for aging would want to represent as many older people as possible. That grassroots thinking would suggest elevating residents to primary membership. LeadingAge, though, seems to be dedicated to the business interests of nonprofit senior housing enterprises.
Top-line, LeadingAge’s 2026 Policy Platform aims “to continually make America a better place to grow older.” Wouldn’t that start by empowering older people, particularly residents, to have the central voice? That’s where I stumble on the question, “Why not collaborate?”
Digging into the advocacy specifics reveals a reactive agenda calling for minor tweaks in the status quo. In an era when there is a need for a major overhaul of America’s healthcare system; when artificial intelligence and robotics present opportunities; and when affordability is becoming a critical public issue, one would expect big ideas to have a place at LeadingAge.
Instead, we find elements like “Protect Medicaid from further harm;” advocate for higher provider reimbursement; maintain tax exemption; and advance immigration as a solution to hiring challenges. That’s just a sample. Why not consider how to provide better health for Americans at lower cost; pay our fair share of taxes; and promote fair compensation to motivate care workers?
Finding Proactive Concepts
Opening LeadingAge to those older people who have the expertise, know-how, and wisdom to contribute seems obvious for an organization that seeks better aging. It could have avoided the fiasco that LeadingAge’s work on the Community Living Assistance Services and Supports (CLASS) Act became.
Making LeadingAge into a force that serves more than narrow business interests would require strong leadership. It’s not enough to try to find common opinion among people who care principally about what’s best for providers, what accords with industry money interests, and what might have the greatest plausibility with members. It requires rising above superficial thinking, hopes, wishes, and common opinion. An inclusive organization can perform better than one that is inward-directed.
Think of the Potential
Let’s look at this positively. Imagine the prestige that LeadingAge might attain if it considered the thinking of the best minds in the country, not just social scientists but people who think and write on the highest level. That would require leaders who can recognize that kind of thinking when it appears. It’s beyond superficiality.
By consigning residents to subordinate status, LeadingAge is overlooking one of its most valuable assets. An organization primarily of and for older Americans with a reputation for the most cogent thinking could bring grassroots power to policymaking. High-achievement residents can contribute positive energy and proven experience.
Let’s Restore the American Dream
LeadingAge’s not-for-profit focus has become an engine for reversing the American dream of homeownership. Homeowners are enticed to sell their homes to pay entrance fees. There’s no reason why senior housing can’t continue the dignity of ownership or, at least, provide voting membership in a not-for-profit. It makes little sense for an advocacy organization to be on the wrong side of the American Dream.
If we can transform LeadingAge from a we-they model to an inclusive empowerment model, we can transform the senior housing industry to one in which people are proud to be residents. The future is bright for those who envision it and who seize the opportunity to create a new reality. Sometimes, the people who seem to be the most difficult are the very people that it’s wisest to understand and heed. They can be the best advisors.
This is one in a series of articles exploring how providers, residents, and resident families might work together for better aging.

The People Behind Senior Living

Murry Off the Mic explores the people behind senior living—the experiences, perspectives, and personal stories that shape how they lead and serve. Watch the full episode HERE.

Transcript:

Some of the most important conversations in senior living do not happen in meetings. They happen after the agenda is gone, when nobody is performing anymore. That is the space this show lives in.
This show is about people. The people of aging services. The people of senior living. But most of all, the people behind the work. What shaped the way you see this work in aging services? Because understanding where we come from helps shape where we go next.
Here we go. My name is Murry, and this is Murry Off the Mic.

Serving Seniors Beyond Senior Living

In this clip from Directly Speaking, Direct Supply shares a broader vision for serving seniors across the full continuum of care. Watch the full episode HERE.

Transcript:

The way we at Direct Supply look at it is this: caring for seniors wherever they are. That could mean in the hospital, in the home, and certainly everywhere in between across the post-acute setting. We want to be a strong, clear advocacy voice for seniors wherever they are, and that really serves as a guiding star for us.

The Conversations Senior Living Needs Most

In this Heard in the Halls clip, we explore why senior living needs more connected conversations across roles, perspectives, and priorities. Watch the full episode HERE.
 

 

Transcript:

I grew up in senior living. I started as a child volunteer, then moved into caregiving and nursing, and just kind of worked my way through the whole continuum of senior support.
There’s so much going on in these halls. Executive directors, regional teams, the C-suite, investors—everybody is walking these hallways looking at different things, and they are not always connected.
This series will explore important topics in senior living through the perspectives of everyone involved.

S8 Episode 4 – Is Senior Living Ready for the Longevity Revolution?

What does it really mean to live better longer?
In this episode of Foresight Radio, host Steve Moran sits down with Colin Milner, CEO of the International Council on Active Aging, to explore one of the biggest questions facing the senior living industry:
Is senior living ready to become the real-world delivery system for longevity?
Colin has spent decades challenging traditional ideas about aging and wellness. In this conversation, he shares why senior living communities are uniquely positioned to help older adults thrive—but also why many communities still fall short of delivering on that promise.
Steve and Colin dive into topics including the following:

What “living better longer” actually means in real life
Why senior living must shift from care-first to wellness-first
The difference between real wellness programs and “wellness washing”
Why connection, identity, and community experience matter more than amenities
How senior living communities can design environments that support purpose, autonomy, and longevity

They also explore what the future senior living experience could look like by 2036, including intergenerational communities, environments designed for connection, and why the best communities may feel less like institutions and more like home.
If you’re a senior living operator, industry leader, or someone thinking about the future of aging, this episode offers a fresh and honest perspective on where the industry is headed — and where it still needs to go.

Presence Over Performance — Introducing Murry Off the Mic

By Rebecca Wiessmann
This is the premiere episode of Murry Off the Mic. Watch the full video here.
Some shows launch with a highlight reel. This one launches with silence.
In the first episode of Murry Off the Mic, Murry Mercier sets a tone that feels almost rebellious in a world that rewards polish: this series isn’t rehearsed, it isn’t heavily produced, and it isn’t built around titles. It’s built around people — and the moments that show up after the agenda disappears.
Murry calls out something most senior living professionals recognize immediately: the most important conversations in aging services rarely happen in meetings. They happen in the “after.” After the formal presentation. After the talking points. After everyone stops performing.
That’s the space he wants to live in.
Who is Murry?
Murry Mercier is the industry marketing leader for senior living at PointClickCare, but he doesn’t lead with that.  He leads with a more personal truth: this industry raised him.
It’s a line that carries weight because he means it literally and professionally. Senior living shaped how he thinks about leadership, community, and what it means to show up for other human beings — especially when the answers aren’t obvious.
This premiere episode functions as an origin story: not a career timeline, but a reflection on the moments that changed his understanding of leadership.
What He’s Passionate About
Murry is passionate about three things that senior living often talks about — but rarely slows down enough to actually do well:
Authentic leadership.
Not the kind that looks good in front of a room, but the kind that happens in real time, in real work, next to real people.
Culture.
Not posters on a wall, not slogans, not “values” printed on a lanyard. Culture as something created by environment, shaped by daily behaviors, and reinforced by whether people feel safe and supported.
Belonging.
Belonging for staff. Belonging for residents. Belonging as the quiet force that changes everything about how people behave, how they care, and how they endure the hard days.
Why The Show Exists
Murry makes a clear promise in the premiere: he’s more interested in pauses than perfect answers. He’s not looking for rehearsed responses or slide decks. He’s looking for what’s true when people stop trying to sound impressive.
It’s a bold premise, especially in an industry that often feels like it has to defend itself, explain itself, and sell itself.
But Murry’s bet is that the truth doesn’t need polishing.
It needs presence.
And in a space built around care, “showing up” isn’t a metaphor. It’s the work.

If You Think It, Say It

By Steve Moran
I want to believe that as a leader, you are already noticing the good things your people are doing. And if you’re not, this is exactly what we need to talk about.
As you go through your daily routine, as much as a leader’s day can be routine …
You notice …
Team members doing things that are wonderful. On occasion, they are really big, newspaper headline things; other times, most of the time, they are almost ordinary things that are “just doing their job” kinds of things, simply things that are extraordinary. 
Showing up early to work or meetings, contributing when they didn’t need to.  Offering an encouraging word to a customer, team member or vendor. 
You noticed; everyone noticed … 
Then one day, this person walks into your office to tell you he is quitting. A better job, $1.00 an hour more, a number you would have gladly matched.  You don’t get it, you thought he was happy.
It turned out he was happy, sort of … but also invisible.   
He was working hard, trying hard, doing the best he could, but as far as he could tell, no one noticed. Not his direct supervisor, not the managers further up the food chain. He felt unappreciated; worse, invisible. Invisible people eventually leave to find a place where someone can see them.
You’ve heard of Mel Robbins’ “let them” theory. The idea is simple and useful: let people do what they’re going to do. Stop trying to control their reactions. Release the need to manage everything. Let them.
It works. It brings peace. It’s good advice.
But here’s the twist
What if we applied that same radical permission to more readily release those positive thoughts that we have about those we lead, those we work with? Like this:
If you think something good about someone on your team, something real, something true, let that out.
Say it. Today. Out loud or in writing. To their face or in a note. However it gets there, just make sure it gets there.
Because here’s the thing nobody talks about … most leaders are thinking good thoughts about the people they lead; the problem is that they keep those thoughts locked up inside their own heads. They assume people know. They figure they’ll mention it eventually. They tell themselves the person is probably fine.
Meanwhile, the person is wondering if anyone notices.
They always are.

Continue Reading on Practical Passionate Leadership (Substack) …

Learning From Fiction

By Jack Cumming
Suddenly, we have been experiencing an explosion of plausible video material that seems real but turns out to be no more than a creation of artificial intelligence. One credibility test is whether the material meets standards of academic integrity or favors a particular interest group or point of view.
Fake Testimonials
A recent YouTube video at first seemed real to me. It was a testimonial about how good lawyering can avoid institutionalization. Testimonials can be the most powerful of marketing tools. This one was selling aging at home with an estate lawyer’s shield. It was surprisingly convincing.
Gradually, though, I realized that it was almost too real. Moreover, it featured a talking head … an 89-year-old … talking about moving to a care setting at the impetus of his children. As I listened, I thought, why would an 89-year-old be likely on his own to make a video like this? An estate lawyer’s self-perception slowly became evident.
Staying Home
The video opens with a clever quote from Ralph Waldo Emerson, “A house is made of walls and beams; a home is built of love and dreams.” That’s powerful, and it instantly resonated with me. The home that holds those memories for me is not a single-family dwelling. It’s Apartment 4J at 380 Riverside Drive in New York City. I loved the community of neighbors that a New York City cooperative apartment can be. It’s what our apartment building was.
The video began to seem a bit too slick to be just the musings of an 89-year-old, whose children came every week to him for Sunday dinner. I’m 89 myself, and that just didn’t seem credible. Perhaps I’m jealous.
Skepticism
Once I became skeptical, I began to look for the source. The video itself did not reveal that it was AI generated. I went to the channel Last Chance Is Today, of which the video was part. There was still no immediately evident information of AI authorship or creation. It was only after I clicked on “More” and then on “About” that I found the disclaimer:

“All characters and voices in our videos are AI-generated for storytelling purposes. Stories are inspired by real experiences, but any resemblance to real persons is coincidental. This content is for educational and reflective purposes only and is not professional advice. Please consult a qualified professional for personal guidance.”

Misleading?
The video is not objective analysis, nor is it a firsthand testimonial by an individual. This is deception with a veiled disclosure to try to avoid any legal challenge. Although the video praises an estate attorney named Linda Chen, the person who scripted the AI is not revealed. The denouement, though, is a very conventional estate plan that seems particularly suited to California. A search for Linda Chen also came up empty.
Who might be behind the channel, Last Chance Is Today? I wasn’t able to find that. It remains a mystery. Perhaps it’s a well-intended person who thinks that the AI character’s story is a universal story. Who knows? The takeaway is that we need to be constantly wary that what we encounter may not have the integrity we expect.
In the right hands, and with the right sensitivity to full disclosure, these emerging AI tools can be very powerful. They also have the potential to mislead. Often, as may be the case in this instance, there may be a well-intentioned person seeking to seem more authoritative than would be the case if they stayed with their own persona. In the meantime, enjoy the nice elderly man depicted in the video. Just take what he says with a grain of doubt.

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