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February 1, 2025 9 mins

Daphne Davis from Pinnacle Senior Placements in Seattle, Washington joins Suzanne Newman on the Answers for Elders Radio Show to talk about why and how to choose a referral agent to help with making choices about a senior parent.

Daphne says, "When you don't have enough information about making a really serious decision or consequential decision, inevitably what I have found is that people have to make another decision in a very short amount of time. What is the right fit for my mom or dad? I don't want to limit it to just talking to adult children and talking about your mom and dad, but let me just generically paint that picture. Even if you're looking for yourself, having enough information so that you don't have to move again is probably one of the things that could motivate consumers to want to explore a referral agent.

"Many times we can think we can do this ourselves [with] a computer and the Internet... But in this scenario, people are very unique, and they do not fit into a cookie cutter, one-size-fits-all group... It's so important to me to find to be able to meet the loved one. And I don't I don't care if it's for 2 minutes or 2 hours. There's a uniqueness in the energy of your loved one that is important to pick up on. And that's one of the things that in choosing a referral agent, make sure that they're not going to just work off of piece of paper of symptoms and general allergies... Inviting a professional to help you in figuring out where is your mom or dad right now, or where are you right now in the journey of life? What chapter of life are you in to have someone be able to come in and take a snapshot picture of today?"

Daphne adds, "What are our highest values in making this move? Why are we making this move? What are the things that have to exist in this new place called home for your loved one? Once you've established what those highest values are, then you as a family — and I'm going to just talk as a family — you can keep each other accountable to that litmus to that list of highest values and not get in the weeds, but mom really liked doing Fill in the Blank. And she was 40 years old when she did that... So sticking to what are the highest values, that's what a referral agent will do, will help walk through discovering what are the important things to talk about.

"I'm going to generically say in our later years in life, whatever number that starts out, but 80, 90 years old, being able to to say, what is it today? Yeah, Dad used to like to go out and go fishing and he still has that interest, but he's not fishing anymore. But now he wants to talk about it. Or now he wants to educate other people about how fishing, or he wants to be proud of his collection of fly fishing poles, whatever it is... it's not choosing a community that he gets to go out on the river and go fishing."

Reach Pinnacle at 1-855-734-1500 or visit PinnacleSeniorPlacements.com.

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