Marketing Insights from Symphonix

The 5 Personas You Need to Target in Senior Living

Written by Don Yeakle | Oct 7, 2025 7:58:57 PM

After more than 25 years in marketing—and over a decade working directly with senior living communities—I’ve come to appreciate just how complex the decision to move into senior living truly is. 

It’s easy to imagine a prospective resident walking in, falling in love with your community, and signing the paperwork on the spot. But that’s not how it works. 

In reality, every move-in is the result of a committee decision—a small, informal group of individuals who each bring their own concerns, priorities, and influence to the table. As marketers, we’re not just trying to appeal to one person—we’re trying to connect with a care circle made up of people who often see the world (and your community) very differently. 

Understanding these personas—and what really matters to each of them—is key to building trust and driving more move-ins. Let me introduce you to the committee I’ve encountered time and again in my work. 

“Cathy” the Adult Daughter – The Organizer and Primary Decision-Maker 

Cathy is almost always leading the process. She’s researching communities after dinner, making phone calls on her lunch break, and scheduling tours on weekends. She’s balancing her own family and career while trying to do what’s best for her parent. 

What Cathy Needs from the You: 

  • Emotional reassurance 
  • Trust in your team 
  • Clear, transparent communication 
  • A feeling that this decision will bring peace—not guilt 

If you lose Cathy’s confidence at any point, the process stalls. 

“Irv or Wilma” the Prospective Resident – The Reluctant Voice 

The senior often has mixed emotions—fear, resistance, and even grief. They may say they’re not ready or insist they’re fine on their own. But they’re also lonely, tired, or worried about becoming a burden. 

What Irv or Wilma Needs from You: 

  • A sense of autonomy 
  • A warm, welcoming environment 
  • Opportunities to socialize and belong 
  • Dignity and respect in every interaction 

They don’t need to be “sold.” They need to be heard. 

“Dr. Dave” the Trusted Clinical Advisor – The Safety Seal of Approval 

Whether it’s a family doctor, a discharge nurse, or a home health provider, there’s usually a medical professional in the background whose opinion carries weight. 

What Dr. Dave Needs from You: 

  • Confidence in your care standards 
  • Clarity about staff credentials 
  • A sense that your community can handle future care needs 

Their endorsement may be subtle—but it’s powerful. 

“Brenda” the Financial Power of Attorney – The Gatekeeper 

There’s always someone reviewing the paperwork and asking the tough questions. Brenda might be a sibling, niece, or family attorney. She’s not emotional—she’s analytical. 

What Brenda Needs from You: 

  • Transparent pricing with no surprises 
  • Straight answers about contracts, deposits, and refunds 
  • Confidence that this is a financially responsible decision 

She’ll say “yes” if the math makes sense and the trust is earned. 

“Chris” the Referral Partner – The Catalyst 

Social workers, case managers, and placement agents don’t make the final decision—but they often start the conversation. If they trust your community, they’ll keep sending families your way. 

What Chris Needs from You: 

  • Fast response times 
  • Professional, courteous interactions 
  • A proven track record with past placements 

A missed call here is a missed opportunity. 

A Complex Committee Requires Smarter Marketing 

As marketers and operators, we have to recognize that we’re not selling to one person—we’re supporting a decision-making process that spans generations, emotions, and disciplines. That’s why your brand, messaging, and materials must be flexible enough to speak to each persona on their terms. 

At Symphonix, we help senior living communities do just that. From beautifully branded welcome kits and segmented direct mail to caregiver resources and online stores for consistent materials—we give you the tools to build trust with every member of the care committee. 

If you want a partner who understands the pressure you’re under—and the people you’re trying to reach—I’d love to talk. 

Ready to take the next step?  A 15 minute consultation can allow us both to explore the world of possibilities and see if we are a fit.   Let’s start a conversation. 

About the Author 

Don Yeakle is a Senior Account Executive at Symphonix, bringing over 25 years of marketing experience and more than a decade of expertise serving senior living communities. Known for his consultative style and attention to execution, Don partners with marketers and operators to bring clarity, consistency, and confidence to their brand presence.