Mar-Apr 2014 - The Bulletin
Transcription
Mar-Apr 2014 - The Bulletin
March-April 2014 Best Practices in Pet Loss Services Our Members Share Their Experiences Pages 2-6 ALSO IN THIS ISSUE •Spring Management Summit Speakers Kip Johnson and Courtney Gould Miller Share Tips on Web-based Technologies • Selected Study Groups Enrollment to Open in April •Management Comparative Program Provides Comprehensive Report to Participants • Funeral Rule and Golden Rule Both Apply to Third-Party Casket Providers Board of Directors Lance C. Larkin, President Salt Lake City, UT, Group 6 801-363-5781 llarkin@larkincares.com March-April 2014 Best Practices in Pet Loss Services 2 4 5 2 Scott Pridemore: Dignity and Professional Care 4 Jodi Clock: Your Business Model and Value Proposition 5 Peter Burton: Your Connections and Costs 6 Rick Harris: Understanding Your Market Also in This Issue 8 Spring Management Summit to Feature Compelling Line-up 8 Upcoming Selected Meeting Schedule 9 AnnYager McCrosky: NextGen Professional of the Year W. Bruce Tannahill, Secretary-Treasurer Owen Sound, ON, Group 1 519-376-3710 wbt@tannahill.com James H. Busch Cleveland, OH, Group 2 216-741-7700 jhbusch@buschfuneral.com R. Bradley Speaks Independence, MO, Group 4 816-252-7900 brad.speaks@speakschapel.com Mark T. Higgins Durham, NC, Group 3 919-688-6387 mhiggins@hallwynne.com J Mitchell 10 Kip Johnson: Leveraging SEO, Web Analytics and Ads Kilgore, TX, Group 5 903-984-2525 jmitchell@raderfuneralhome.com 6 12 Courtney Gould Miller: Why Funeral Directors Should Blog Adam B. Robinson Jr., Ex Officio 10 17 Management Comparative Provides Essential Data 12 19 Selected Educational Trust News 16 20 Member Profile: Eric Keyser 14 Selected Board of Directors Seeks Nominations 16 Selected Study Groups Enrollment Opens in April 18 Sarah Pojanowski: Funeral Rule and Golden Rule Both Apply to Third-Party Casket Providers Pine Bluff, AR, Group 5 870-534-3131 ralphjr@seark.net Executive Director Robert J. Paterkiewicz Deerfield, IL 1-800-323-4219 robp@selectedfuneralhomes.org Our Membership 22 Member News Our Preferred Partners 7 Pet Passages 15 Federated Insurance 23 C & J Financial, LLC 24 Messenger, Inc. 25 Live Oak Bank Back Cover Aurora Casket Company selectedfuneralhomes.org ©2014 Selected Independent Funeral Homes The Bulletin Volume 97, Number 2 The Bulletin (ISSN 1533-7197) is published bimonthly by Selected Independent Funeral Homes, 500 Lake Cook Rd., Suite 205, Deerfield, IL 60015 Periodical postage paid at Deerfield, IL. Toll-Free: 1-800-323-4219 Local: 847-236-9401 Fax: 847-236-9968 POSTMASTER: Send address changes to: The Bulletin, Selected Independent Funeral Homes, 500 Lake Cook Rd., Suite 205, Deerfield, IL 60015. Contributions relative to the funeral service profession and to the activities of the members of this organization are solicited. Address all correspondence to the above address or to info@selectedfuneralhomes.org. SELECTED VIEWS Overcoming Funeral Service Inversions By Lance C. Larkin, President I express my sincere gratitude to so many of you who remembered me and my family at the time of my father’s passing in January. My Selected friends and colleagues were so gracious and supportive during this tender time in my life. I appreciate all of the contributions, floral offerings, sympathy cards, phone calls and visits. It was truly overwhelming to experience your love and support. Even though we work every day in serving and helping those who have suffered a loss through the death of a loved one, it is still personal when it is one of your own. Funeral work can be an awful lot like the inversion. Funeral work never stops; it is relentless, 24/7, 365 days a year. It is tough dealing with grieving families and always trying to help them through some of the darkest and most difficult times of their lives. Beside serving families, we all have to run our businesses. There are taxes and bills to pay, human resource and labor issues, family politics, other companies to compete against, building for the future and succession planning. Sometimes I feel like there is an inversion of challenges and problems that I face every day in running our business. This time of year in Utah, we experience a thermal inversion in our high mountain valleys. Because our valleys are totally surrounded by mountains, all of the cold air gets trapped at the bottom when a high pressure system is over the West. This causes a dense fog which traps all of the pollution, and we can go for weeks without seeing the sun. People with any type of lung disease or breathing disorder are advised to stay indoors during this time of the year. You might have noticed on the news that Salt Lake and surrounding valleys reportedly have the worst air in the nation during the winter months. I have learned that the smorgasbord of programs, tools and meetings that Selected has to offer is like an anticipated weather change that can clear the air. I always feel reinvigorated after I participate in a Selected Group Roundtable or attend our Annual Meeting or use any of the tools that make us better. My association with Selected uplifts my spirit and helps me survive the inversions. I can then turn that renewed energy and enthusiasm into a catalyst for helping our staff and the families we serve to withstand or to remove themselves from their own personal inversions. Ever since I was a child, I have dreaded the inversion that we always experience. Needless to say, these weeks can be very discouraging and depressing, since the sun is not visible. There only is one way to break up the inversion and get fresh air into the valleys. A storm comes through and brings moisture in the form of snow or rain to clean up the air. Sometimes we have to wait and wait for a storm strong enough to do the job. I challenge all of us to take advantage of the various programs, meetings and tools that we are blessed to have through our membership in Selected. I promise that if you put forth the effort and commitment in 2014 to get more involved, you will see success on your bottom line, and you will have a lot more fun during your journey of being a deathcare professional. I know that Selected will help you successfully weather the challenges of your personal and business inversions. s There is also one other way to escape the inversion period. That is to drive up our canyons to the top of the mountains where the ski resorts are located. The inversion is below the tops of the mountains, and the sun and blue sky are in full force on top. I love to go skiing during the inversion time of the year, so I can see the blue sky and sun. I always return to the valley regenerated and ready to tackle the tasks at hand. 1 PET LOSS CARE Dignity and Professional Care are Key to Establishing Relationships with Veterinarians and Serving Pet Owners Scott C. Pridemore is a third-generation funeral director and Assistant Manager of the Hippensteel Family of Services in Lafayette, IN. He recently spoke to The Bulletin about his firm’s pet loss services. developed our internal systems, paperwork, etc. From there, it was a matter of not giving up until we got connected with more vets, but it’s a process that can take a while.” grief of pet owners. That grief is the same as is felt at the loss of a human family member, and that’s exactly what a pet is—a member of the family. What can be done to get vets on board? How long have you been providing pet services? “In our case, the other pet cremation provider in our area was doing a pretty good job. So our challenge was determining how to differentiate ourselves. If vets are happy with their current Scott Pridemore provider, what would it take to make them try our service? “So our approach was to focus on our leadership in this area. We were determined to out-service our competitor and provide better care in all aspects. Families that choose a private cremation for their pets receive the cremated remains in a beautiful wooden urn, along with a certificate of cremation and a certificate identifying our company’s donation to the Purdue University Veterinary Teaching Hospital on their behalf. We also include a Blooming Remembrance seed memorial and a brochure about pet loss grief. These all are delivered in a handsome bag to the family. This is part of what distinguishes our services. “We are now starting our eighth year. During our first year, we did 59 pet cremations; last year we did 2,029. The business has grown much faster than we anticipated, and that has brought with it some unique challenges. “At the NextGen Seminar held in January, we had an open-forum discussion about pet loss care. There were a lot of questions about how to get started. I told the group I started with my personal vet. I asked if he would be willing to help us; and we worked with him exclusively in the beginning, as we 2 “The answer came directly from our funeral business. We are natural caregivers in the realm of death and grief, and that’s what pet owners need as well. Veterinarians are not equipped to deal with the “I also have catered lunches for vet clinic staff to meet with them and explain our services. We have a promise of picking up pets within two hours of notification as well as delivering them back within two business days. We can react much faster than anyone else, and this really sets us apart. But this still may not be enough to sway some vets, so my biggest piece of advice is to keep after them. Don’t give up just because they don’t come on board right away; it takes time. We still are working on getting some vet clinics here in Lafayette, eight years into our program. But we don’t give up. We work on establishing new contacts and maintaining relationships. “I have to admit to wondering early on if it was such a great idea. We were struggling to get vet clinics on board, and I was nervous. But once it started to take off, the momentum was amazing. I went from not being sure, to wondering why I even questioned it.” How important is it to have a distinctive brand for pet services? “I think it’s very important for marketing and consumer recognition. We named our service Pets Remembered and created a logo for it. Every document we produce bears that identity. “And now, we are working on creating an overall brand, the Hippensteel Family of Services, which encompasses our funeral home, Pets Remembered, our monument company, our budget funeral service division and our resource for grieving children. Each has its own identity and is co-branded as part of the Hippensteel Family of Services.” “We are natural caregivers in the realm of death and grief, and that’s what pet owners need as well. Veterinarians are not equipped to deal with the grief of pet owners.” Is your community starting to recognize the value of Pets Remembered? “Every Monday, we send a questionnaire to the pet owners we have served in the previous week, and we get about an 80-percent return. Owners express their appreciation for the care and dignity their pets receive from us. That feedback is what keeps us motivated, knowing these people see us as more than just a disposal service. “Our pet services also are bringing business to our funeral home. At the NextGen Seminar, I shared one case about a young couple we served through Pets Remembered. They were new to the community and did not have a preference in funeral homes. So when they lost their infant child, they called Pets Remembered for advice. We immediately had a Hippensteel funeral director contact them, and we were able to serve that family because they so appreciated what we did for their pet.” “Part of the Hippensteel Family of Services branding also means everyone answering the phone knows how to direct people to all of our services. The transfer is flawless, and customers come to understand everything we can do for them.” Have your business procedures changed at all over the years? “They have evolved as the business has grown, and we find new ways of doing things. I have to give credit, though, to Paul and Michelle St. Pierre and Wilson St. Pierre Funeral Service & Crematory in Indianapolis. Much of what we do comes directly from their best practices and what they have done very successfully for many years. “We also encourage our staff to make suggestions. At first, we didn’t use the Blooming Remembrance card [see photo on page 2], but one of the girls in our office asked to look into it. It turned out to be feasible, so we now include it with every private cremation.” Is there anything you advise against doing? “Yes, if you want to be seen as dignified and professional, I strongly suggest not using the common tin urns. We’ve had so many people come in and exchange that type—received from other providers—to the nice wooden ones we offer. When owners have cremated remains of more than one pet, they sometimes even seem embarrassed to have one in a tin. A nicer urn really is appreciated, and it provides the family with the dignity their pet deserves.” What kind of role does your pet business play in your overall operation? “At this point, it plays a very important role. As the pet business grew, it was more acknowledged in the community and became more viable. During the first four Concludes on page 7 3 PET LOSS CARE Becoming a Pet Loss Care Professional First Identify Your Business Model and Value Proposition By Jodi M. Clock, CPLP, Clock Funeral Home and Clock Timeless Pets, Muskegon, MI If you are a funeral home owner looking to start a pet loss business, it’s imperative to do your homework first, understand your demographics and competition, and decide on your business model. Do you want it to be business-to-business—a pick-up point for vet clinics? Do you want a business-toconsumer operation—a boutique business that deals directly with consumers? Or do you want both? That can be done, but different branding is highly recommended. Before actually jumping in and making a significant financial investment, my husband, Dale, and I did a trial run to see if our community was receptive to the business-to-consumer model we had chosen. Once we understood the look and feel of our business model, the rest wasn’t exactly easy. But it enabled us to clearly identify what Clock Timeless Pets was to be. It also helped us clearly determine our value proposition— why pet owners—or as we call them, pet parents—should use us. The biggest obstacle for us to overcome was, and still remains, partnering with local veterinarians and vet clinics. There are a lot of reasons for this, but the primary one is that, prior to Clock Timeless Pets, other providers would cut deals with vets on the side, such as providing refrigerated storage 4 or even a volume-based incentive. This type of business practice goes against our value proposition, so we will not even entertain this conversation. Simply stated, it’s our belief that the doctors of veterinary medicine do a fabulous job taking care of a pet’s life—right up to the very last breath, if euthanasia was involved. However, after the death, it’s time for them to step aside and make a referral to a business with trained experts in pet loss grief, pet cremation and pet memorialization. If a human went to an emergency room and died on the operating table, would the surgeon come back to the family and say, “I’m sorry, we did everything we could. I understand you weren’t expecting this kind of outcome. However, to make things a little easier, I know a funeral director I can have come and pick up your loved one some time this week. They will cremate the body, and then you can either come back to the hospital to pick up the cremains, or you can elect to not receive them at all. Would you like me to arrange this?” This has been the only solution pet parents have had, other than backyard burial. But now they have a choice. Jodi Clock with her dog, Ernie, the Clock Funeral Home certified therapy dog. Muskegon Chronicle photo by Ken Stevens I feel there is a bright future for pet services in the funeral profession. However, I’m not convinced all funeral homes should get into the pet business. Why? It’s a different type of customer. The pet arrangement conference is vastly different from a human one. Funeral home owners need to have their eyes wide open and look at this as a business that can be profitable or at least break even. But the upfront investment is high; getting into the pet business is a process, not an event. Unnecessary exposure to financial risk and lack of self-imposed standards are probably the biggest mistakes that can be made. The Funeral Rule does not apply when opening a pet loss business. Consequently, Concludes on next page Jodi Clock is a Certified Pet Loss Professional (CPLP). She and her husband, Dale, own and operate Clock Funeral Home in Muskegon, MI. In 2005, they founded Clock Timeless Pets, and they bought their own pet crematorium in 2010. Jodi is the marketing chair for the leadership team of the Professional Pet Loss Alliance (PLPA), iccfa.com/groups/ pet-loss-professionals-alliance, and an educator at the PLPA College for people wishing to enter the pet loss care profession. Jodi Clock, from page 4 pet cremation fraud is happening everywhere. I believe crematory operators should be required to have the proper chain of custody, general price lists and handling procedures just as we do on the human side. The best advice I can give is to be transparent. A pet loss care provider should never be afraid to have a pet parent unexpectedly come to see where and how their precious furry child is cared for. The International Cemetery, Cremation & Funeral Association’s sister association, the Pet Loss Professional Alliance, iccfa.com/ groups/pet-loss-professionalsalliance, has done an incredible job of teaching the fundamentals to pet loss professionals interested in being the best. It also has established a Certified Pet Loss Provider designation for pet arrangers. The majority of pet loss operations are not qualified to deal with the grief component of the business. Pet grief is very real not only for the pet parents but also for the other pets in the house. Our staff has seen pet parents become more distraught and grief stricken over the loss of a pet than a human family member. If you’re thinking of starting a pet loss service, get involved in the pet community first, and test the waters before jumping in. If you develop a business-to-consumer model, you can count on calls from pet parents at all times of the day and night. Pets, just like people, rarely die when it’s convenient. Make a business plan, and follow that plan. It requires some patience, but when the business takes off, it will run fast! s Attracting Local Vets, Controlling Start-Up Costs Critical to Success in Pet Loss Services Peter J. Burton is President of Burton Funeral Homes and Crematory in Erie, PA, and a fifth-generation funeral director. The Bulletin asked him about his firm’s pet services. You’ve been providing pet loss services for quite some time? “Yes, we’ve been doing pet cremations for 30 years under the name Pet Loss Services by Burton. We’re in a small market, but we now do about a thousand cremations a year. In 2007, our business had grown to the point that we installed our own, separate pet crematory. “We affiliated with Pet Passages a couple years ago to provide additional web presence and to connect with a local clinic that is part of the Banfield Pet Hospital network. Pet Passages has partnered with PetSmart and Banfield in our area, and we wanted to be a part of that association. “Over the years, I’ve had a lot of people ask me how we developed our pet business. My number one response is, you have to partner with the veterinary clinics and have good working relationships with them. I’d say 65 percent of our business has come through veterinary clinics, and that has really helped us grow.” What has been your greatest challenge? “It’s hard to get in and meet with veterinary clinics. There are about ten in the Erie area, and we only work with five on a regular basis. “If you are wanting to add pet Peter Burton services to your funeral business, a good place to start is by talking with your own vet and those of your employees. Get vets to weigh in before you make an investment and get into the business. “When Rick Haisley, owner of Haisley Funeral and Cremation Service in Fort Pierce, FL, wanted to start a pet cremation business, he had his daughters, Lee Anne and Quinn, come up to see our operation. He also met with all of his local vets and found there was a need for prompt, professional service in his market. He’s only been in it a year or so, but he’s very glad he did it.” What is unique about your operation? “Any number of providers can offer common, once-a-week pick up and two-week delivery, but we try to provide the same dignified, caring professionalism and prompt service to our pet clients Concludes on page 15 5 PET LOSS CARE Starting a Successful Pet Loss Care Business: Understand the Dynamics of Your Local Market Rick Harris of Paul W. Harris Funeral Home in Rochester, NY, helped develop his firm’s successful pet loss service, Pets at Peace by Harris Funeral Home. In the Nov.-Dec. 2013 issue of The Bulletin, Rick explained how this became the foundation for Pet Passages, a select network of family-owned and operated pet loss care providers. In this issue, we continue the interview as he shares some of his firm’s experiences. What has been Harris Funeral Home’s experience in the pet loss business? “It’s been very rewarding, not only from the ever-important financial perspective but also because of the satisfaction of providing high quality pet loss services to our families. A funeral business is built on relationships, and through our pet division, we have developed many Rick Harris new relationships with veterinarians, nurses, technicians, as well as pet owners in our community. “Through our pet business, we are gaining more trust within our community as a whole. Trust is the key to relationships, and relationships drive business growth. The result of forming these new relationships has been a measurable increase in both our at-need and preneed volume at the funeral home. “I honestly can say we have received nothing but positive feedback. I believe that’s because we took the time to do it right and to understand the motivators of our potential customers. Frankly, I wish we would have made the decision to move forward on the pet business years ago. I can’t tell you how many times people stop into our facilities to receive their pet and say things like, ‘I’m so glad you offer this service,’ or ‘If this is the service you provide for pets, I can only imagine what you do for people.’ “We receive a significant number of thank-you cards—as many or more than from our human-loss families. We’ve even had people set up appointments for prearrangements because of their experience with our pet loss business. From a bottom line aspect, Harris Funeral Home is averaging 15 new families per year as a direct result of our pet services.” What is the single best thing a funeral home can do regarding pet loss care? “First and foremost, you have to remember that the majority of your competitors in pet loss are likely not funeral professionals. This means they generally are not licensed, have minimal or no training and do not possess the level of professionalism associated with independent funeral service providers. Understanding this key difference, and using that information to set the foundation of a pet loss business, is critical to success.” What do you see as the greatest challenge to operating a successful program? “Like any business, the challenges differ depending upon the market, but some things that may pose a significant challenge are staffing, gaining market share from established competitors and logistics. “Probably the biggest mistake made is not properly understanding your market, not identifying your competitors and not knowing the nuances of the pet loss business. Having this information and knowing what to do with it allows you to position your business to leverage your strengths against your competitors’ weaknesses. Although this can be done by anyone willing to expend the proper amount of time and energy and ultimately learn from their own mistakes, it’s more efficient with the help of people who have successfully done it themselves.” How would you help a funeral home owner get off to a good start? “Each situation is unique, so I would start by understanding the market and the person’s motivators—the reasons they are thinking of starting Concludes on page next page 6 Scott Pridemore, from page 3 years, we didn’t even come close to making a profit. But in the last two years, we’ve turned the corner. However, it’s more than just making money, it also is a wonderful marketing tool for our family of services.” So you feel this is a viable business to get into? “Absolutely! As the funeral profession changes, there only are a few ways to grow your business. Every market has a limit on how much increase in call volume it can support. You can expand and acquire firms in surrounding areas. Or you can diversify with pet loss services that are very similar to what we already do but also unique in many respects. is other events like weddings and receptions. I think the future of our business is being able to diversify into new areas. And that’s why I think the pet business should be embraced. It certainly opens up opportunities to connect with families you might not otherwise serve.” s “Something else talked about at the NextGen Seminar—and I saw it just the other day on Selected’s electronic discussion Forum— Rick Harris, from page 6 a pet loss business. As I explained previously, the Pet Passages network offers affiliations and unique benefits to help business owners succeed in pet loss care. [See The Bulletin, Nov-Dec 2013, pp. 8-9] There is absolutely no cost to talk with us, and we can help people start thinking about their options. We provide a list of questions to answer that provide a better understanding of the situation and allow us to recommend whether a pet loss service is right for the market. If we mutually determine it’s a viable strategy, we walk the owner through every step—from site selection to marketing to branding and all of the details from start to finish. Pet Passages truly is a turn-key, one-stop experience for those looking to enter the pet loss profession.” s Pet Passages is a Preferred Partner of Selected Independent Funeral Homes. Call 1-888-831-8711 or visit petpassages.com for more information.. 7 EDUCATIONAL PROGRAMS UPCOMING MEETINGS Spring Management Summit Features Compelling Line-up Visit selectedfuneralhomes.org/meetings/ upcoming for the latest information. With sessions focused on building a world-class brand, expanding arrangement conference skills and learning about three key technologies; the 2014 Spring Management Summit promises to provide a relevant, diverse and interactive experience. This year’s Summit will be held April 30-May 2 at the Ameristar Casino Resort Spa in St. Charles, MO, near St. Louis. March 6 Group 3 Roundtable, Macon, GA Melanie Mohlman of Enterprise Holdings will share insight into how her company has become an internationally recognized car rental brand—the largest in North America. Known for its outstanding customer service, Enterprise is committed to making sure its customers are completely satisfied. April 2 Group 3 Roundtable, Fort Pierce, FL Participants also will enjoy a fast-paced, interactive session featuring three experts with hands-on demonstrations of how to make technology work for your firm. Blogging expert Courtney Gould Miller will discuss how a blog is a perfect way to grow your brand and forge meaningful connections with families [Interview on page12]. Eric Smith of Realistic Imaging will demonstrate solutions for audio and video systems to deliver memorable experiences. In addition, Kip Johnson of FuneralNet will break down the elements of search engine optimization (SEO) and web analytics to help you better understand website traffic and user behavior [Interview on page14]. 8 March 20 Group 3 Roundtable, Arden, NC March 29 European Spring Meeting Market Harborough, England April 10 Group 4 Roundtable, Wichita, KS Group 6 Roundtable, Calgary, AB, Canada April 17 Group 4 Roundtable, Westphalia, MO April 30 - May 2 Spring Management Summit, St. Charles, MO May 15 Group 4 Roundtable, Chicago, IL May 16 Group 6 Roundtable, San Francisco, CA May 22 Group 3 Roundtable, Richmond, VA May/June (TBD) Group 2 Roundtable, Kentucky The final session will focus on the art of arrangements. It’s challenging to balance the practical elements of gathering necessary information with providing expert guidance on options and their value. Dr. Bill Hoy, FT, is a highly respected advocate of the vital role funerals play for grieving families and communities. Michelle Post, MA, LMFT, has worked with families facing organ donation decisions and assisted young people with grief and loss issues. Having known each other for more than ten years as friends and colleagues, Bill and Michelle will team up to explore the conversations that are crucial to successful arrangement conferences. June 12-15 European Conference, Trondheim, Norway Participants also will have an opportunity to tour Selected member firm Baue Funeral Homes, Crematory and Cemetery, explore the historic St. Charles area and enjoy the amenities provided by the Ameristar resort. Visit selectedfuneralhomes.org/summit to secure hotel reservations and register for the meeting. Contact Amy Hunt or Stefanie Favia at 1-800-323-4219 with any questions. s June (TBD) Selected Connections, McMurray, PA September 17-20 96th Annual Meeting, Philadelphia, PA November 5 Group 2 Roundtable, St. Joseph, MI November 13 Group 2 Roundtable, Coraopolis, PA EDUCATIONAL PROGRAMS AnnYager McCrosky: 2014 NextGen Professional of the Year AnnYager McCrosky, Vice President of Stith Funeral Home, Danville, KY, has been named the 2014 recipient of the NextGen Professional of the Year Award. The honor was bestowed during the welcome reception of January’s NextGen Seminar held in St. Maarten. The award spotlights career achievements and community involvement of funeral professionals under the age of 50. AnnYager is the fourth generation of funeral directors at her firm. She educated herself on green burials and now is considered a local expert, having exhibited at the Green Expo and given several presentations on the subject. At her insistence, Stith Funeral Home became the first Kentucky member of the Green Burial Council in 2008. The firm now offers one of the largest selections of eco-friendly urns, caskets and register books in the state. As a member of Big Brothers Big Sisters for ten years, her the medical examiner, answering their questions and helping them leave flowers and mementos. She also volunteered in 2005 after Hurricane Katrina to serve as the D-Mort liaison for the U.S. Public Health Service in Baton Rouge, LA. AnnYager McCrosky with Selected President Lance Larkin passion for working with children is evident in her efforts to improve and broaden the program her firm offers to families with children. She goes above and beyond to talk children through the process when a loved one dies, making herself available whenever she is needed. In the summer of 2002, AnnYager served as a liaison between the New York City Office of the Chief Medical Examiner and the families of the victims of 9/11. She met with families on behalf of AnnYager has received numerous awards. Most notably, she is the youngest recipient of the Joseph W. Kelly Award from the Kentucky Board of Education, given to businesspeople who demonstrate outstanding leadership in promoting school improvement and equitable educational opportunities for the children of Kentucky. An active member of Selected, AnnYager has served as Chair of the NextGen Advisory Group and is an active volunteer. She also is a member of the Selected Leadership Academy. Selected congratulates AnnYager on her accomplishments and for earning the prestigious NextGen Professional of the Year Award. s Members Enjoy 2014 NextGen Seminar Nearly 90 Selected NextGen members, spouses and guests gathered in St. Maarten in January for another engaging and interactive NextGen Seminar. Along with quality educational sessions, open-discussion sessions and opportunities to build relationships with peers; the group enjoyed ample free time to relax and get to know each other on a personal level. The NextGen Advisory Group already has begun planning for the 2015 NextGen Seminar. Visit selectedfuneralhomes.org/nextgen-seminar for full details as they become available. 9 2014 SPRING MANAGEMENT SUMMIT Leveraging SEO, Web Analytics and Ads to Benefit Your Firm Kennedy “Kip” Johnson will be a featured speaker at this year’s Spring Management Summit. [See page 8] He has been a consultant with FuneralNet since 2006, specializing in analytics, search engine optimization (SEO) and paid, online advertising. In October 2013, he completed Google’s rigorous partner certification program for AdWords search advertising. What will you focus on at the Summit? “First, I’ll explain how SEO works in general. Then, using real-world examples, I’ll demonstrate how a funeral home can make its website more visible to more searches. I’ll also discuss how pay-per-click, online advertising can factor into SEO and help a firm’s marketing in specific areas to which it might otherwise have limited access. “My background is in mathematical modeling and data analysis, so I am keen on leveraging the information that Kip Johnson systems like Google Analytics provides, so that funeral home owners can better understand consumers and increase website traffic. The information is readily available, but you have to know where to look, how to interpret and how to determine what is actionable. Like anything that involves data, if you’re not careful, you can end up drawing conclusions that are meaningless or take you in the wrong direction. “This is important, because how a firm organizes pictures and words on its website is what best conveys its brand today. But, quite frankly, this is where a lot of firms are coming up short. They may see a website as a necessary evil. Or if they are in a small market without much competition, they may think they don’t need one at all. “Funeral consultant and analyst Alan Creedy saw a new trend several years ago and stated that the website is now the first impression a majority of people get of a funeral home. They’ll do web searches for firms in their area. And even if they know a firm’s name, they’ll 10 look it up online. In most cases, the physical building is no longer what people visit first. Larger firms like Horan & McConaty in Denver, CO, horancares.com, and Bliley’s in Richmond, VA, blileyfuneralhomes. com, have long known this and have tailored their web presence accordingly. Now, medium and smaller-sized firms are seeing this as a real opportunity to differentiate themselves rather than just another overhead expense.” What types of examples will you offer? “There are several Selected-member websites I’ll want to discuss, like Horan & McConaty which redesigned its site within the last year. Halsted N. Gray-Carew & English in San Francisco, halstedngray.com, is particularly interesting. It employs an uncommon color palette to attract the upscale Caucasian community as well as the substantial Asian—particularly Chinese—population in its market. This site employs dual languages with double-byte Chinese characters. From a technical standpoint, that’s an additional layer of complexity, but anyone in the Bay Area searching for Chinese funerals is going to find this site among the first. “Nelsen Funeral Homes is a competitor of Bliley’s in Richmond, VA, and both firms had websites of similar quality. They used to fight for top search engine rankings. But Blair Nelsen accepted a position at Dignity Memorial when it bought his firms, and now Bliley’s is far and away the leader. It’s a good example of when a big conglomerate uses its ‘cookie-cutter’ approach to the web—first impressions as well as search rankings suffer. “There also is a funeral home in Troy, MI, that’s had excellent results with Google AdWords. For about 20-percent less cost, we are getting them more than triple the clicks to their website.” What common website development mistakes have you observed? “Over the years, I’ve advised numerous clients about the SEO service offers that seem too good to be true. Most SEO services are geared toward general online retail operations. They don’t know anything specifically about funeral service, although they may try to paint that picture. They may say, ‘Try our 90-day program for $100, and we’ll have you number one on the search engines for every possible search term.’ If it were truly that simple, everyone would be doing it! But folks get roped in. It’s only a little money to start, but then they are told if they really want to do well, they need the deluxe package which, of course, costs significantly more. “Can SEO help move clients up the list on important search terms and phrases that people are actually using for deathcare services? Absolutely! And it’s definitely an area funeral homes should be looking at, but we have to be realistic about expectations. Outrageous offers are not the answer. “Another common mistake is overlooking the importance of online obituaries. FuneralNet analyzes data from hundreds of its client firms, and it’s clear that online obits are the single largest draw to a funeral home’s website. That’s why we stress the importance of having those obituaries contained as an integral part of the firm’s site. You want to hang on to all that traffic, as opposed to literally paying to send it off to third-party sources. “At the same time, we understand there has to be some flexibility. If a client family wants the obit listed in a local newspaper, chances are good it’s also going to appear on Legacy.com. Fortunately, Legacy does a pretty good job of generating referral traffic back to funeral home websites. “...the website is now the first impression a majority of people get of a funeral home... Larger firms like Horan & McConaty... and Bliley’s... have long known this and have tailored their web presence accordingly. Now, medium and smaller-sized firms are seeing this as a real opportunity to differentiate themselves...” “Other services, however, are not as good in terms of referrals. Wichmann-Fargo Funeral Homes and Crematories in Appleton, WI, went through the trials and tribulations of switching to a popular online obituary service, because there were some features that seemed useful. But when owner Dan Densow and his staff started seeing their website traffic drop off, they came back to FuneralNet. We did a before-and-after study of using another service versus having the obituaries on their own website—looking at total visits, unique visitors and total page views. All three were up 66 percent within 90 days of the switchover. “It is vitally important that obituaries be handled directly through your funeral home’s own website, because they can draw thousands of people. If only a small percentage of those visitors also look at your funeral/cremation services, merchandise or preplanning options; it can be a huge marketing opportunity.” Where does social media fit in? “Obituaries also impact social media, but people don’t ‘like’ a funeral home on Facebook so they can receive every obit that comes across the feed. To solve this, what we’ve done is put it in an app format for our website clients. Facebook users can click on a funeral home’s obituary area that connects them directly to the firm’s website for obit details. This approach gets a lot of social interaction going, with people sharing obit and service information with their family and friends. Data shows that Facebook and Mobile Facebook are frequently among the top five referring sources, if not the top two. “We encourage funeral directors to utilize social media, and we want them to understand it is a conduit to their firm’s website. Social media is not Concludes on page 14 11 2014 SPRING MANAGEMENT SUMMIT Why Funeral Directors Should Be Blogging Courtney Gould Miller is a practicing attorney and litigator in Los Angeles focusing on international business law and compliance. She is a graduate of the UCLA School of Law and studied Chinese law at the prestigious Tsinghua University in Beijing. Courtney, whose parents are Glenn and Marilyn Gould, also is an avid blogger who writes about China and Chinese law at chinafulblog.com. She will be a featured speaker at this year’s Spring Management Summit [See page 8]. How did you become interested in blogging? “My interest first began as a reader. I follow blogs on many different subjects—law, business, food, professions like Courtney Gould Miller funeral service, just to name a few. I saw how the authors could interact with readers and improve their brand through blogging and social media, and I was interested in doing the same. “Because I lived in China for quite some time, I use the language and cultural skills I learned there to assist clients who have dealings with China. I started my blog to complement my professional endeavors as an attorney and also to introduce people to China in an accessible way. Most blogs about China 12 assume a high level of knowledge and experience by the reader, but I wanted to share my love for China with everyone. So the blog focuses on Chinese culture, dining, travel, law, business— everything! Now, my blog helps me connect with all kinds of people who want to learn about China, including potential clients. “It’s so interesting to see how the diverse areas of my life are connecting. I’ve helped clients of my parents’ company, MKJ Marketing, with their legal needs, as many funeral homes and companies import caskets, raw materials and other memorialization products from China. I’m also using my blogging experience to help funeral homes. I’ve spoken and consulted about best practices in funeral home blogs and social media.” What should funeral directors understand about blogging? “I think writing in an authentic voice is one of the most important things a successful blogger can do. That means being true to yourself and your profession and posting original content. I think blogging is the future for all businesses, but that’s particularly true for funeral service. Funeral directors have an important message, so it’s crucial for them to have a strong Internet presence and connect with customers in meaningful ways—to establish themselves as experts in the field and as leaders in the community. “It’s interesting, then, that blogging is somewhat new to the profession. Funeral directors have always been integral to their communities. More so than many other businesses, funeral homes are very involved in community service and leadership; and blogging is just an extension of that community involvement. “As more and more funeral directors become involved in blogging, they’ll see it’s a new way to connect with families on their time. Consumers can access the blog and have direct communication with the funeral home whenever they want, whether it’s within normal business hours or not. They can come to better understand who the funeral director is on both a personal and professional level. Blogging also is critical for search engine optimization (SEO) and having a meaningful social media presence. It increases a company’s web presence and branding in its community. “Blogging should be incorporated as part of every funeral home’s advertising and marketing plan, but it doesn’t need to be time-consuming or difficult. Having grown up in funeral service, I know that Selected has been the premier association for decades. That means the owners and managers who attend the Spring Management Summit may not want to spend time on a blog themselves. If funeral directors or their staff don’t have the time to regularly dedicate to a blog, agencies like MKJ Marketing can provide content, photos and social media support. Too often, owners believe it is a waste of time to blog or use social media, but it actually is one of the most economical and authentic ways to build business.” What is an important best practice in blogging? “Photos and videos are very important—ideally, ones that bloggers create themselves. You can use stock photos, but it’s best to mix in original material. And you don’t have to be a professional photographer. I am by no means one, but the original photos I post are always the best received, because they are new and interesting, and people can tell the difference. Plus, you can put your own spin on your photos and show things in a personalized way. “Videos are even more personal, because it’s usually you presenting to the camera or showing something in a unique way. Use your smartphone. Personal videos make your blog come alive.” What is your view of balancing personal expression with professional content? “A business blog always needs to be professional, but allowing people to see your personal side also is critical to blogging and social media in general. A good funeral home blog allows a peek into who is running the business, what the culture is like, some of the fun things it does for its employees, etc. It should show that its people are real and that they, too, have families and personal interests. This is important for any successful blog. “But that needs to be balanced with another critical goal, showing your people as the funeral experts in the community—not only to raise public awareness but to help your business show up at the top of Internet search rankings. You do that by creating meaningful, original content on a regular basis. “It’s really not an option anymore to be ranked highly by search engines; it’s an absolute must for funeral homes. But Google has changed the way it ranks websites. The top of the list is no longer something that you blog should be very visual. If you are a good writer, you can focus on that, but it certainly doesn’t have to be a thousand words each time you post. I usually suggest between 250 to 500 words. More than that isn’t even practical for most business people on a regular basis. “Secondly, most part-time bloggers, like myself, usually struggle with maintaining a “Funeral directors have an important message, so it’s crucial for them to have a strong Internet presence and connect with customers in meaningful ways—to establish themselves as experts in the field and as leaders in the community.” can just purchase through SEO vendors. It’s driven more than ever by useful, original content produced on a consistent basis. “So the goal is to show what your business is on a professional level with fresh content that regularly answers underlying questions such as Why is a funeral important? What is our approach to a funeral? What can you expect from us? What services do we offer? But it’s all done with a personal touch to show people you truly care and that they can trust you.” What kinds of missteps can you advise against? “There are two common missteps. People who are new to blogging confuse it with writing a newspaper or magazine article, and they tend to write too much. It doesn’t have to be that way. When you start your blog, think about what way of communicating is best for you. If you are better at public speaking, maybe you should consider a video blog. If you have a knack for photography, maybe your constant social media presence. In order to have people follow your blog and know that you’re posting, you have to interact with them on other social media channels such as Facebook, Twitter and Google+. It doesn’t have to be all of them, but posting your content to followers on different social media and interacting with them through the comment area of your blog is necessary to maintaining a strong following.” Are there advantages to outsourcing social media management? “Absolutely. In fact, I’m using MKJ Marketing’s service for my own blog. They have perfected the system for posting what is appropriate and finding new, supporting content to share from all over the web. In addition to your own, original content, you want to be pulling in new sources—articles from industry publications and related news that impacts your followers. It shows Concludes on page 23 13 Selected Board of Directors Seeks Nominations Would you like to serve Selected in a leadership role? Do you know someone who would make a great Board Member? We are seeking candidates to be considered for two positions on Selected’s Board of Directors, representing Group 1 and Group 6, that will become available in September of this year. The official nomination form is available at selectedfuneralhomes.org/about/board. We encourage you to complete this form to either nominate yourself or another Selected member. All nominations are due February 28, 2014. The Board Director Appointment Committee will interview candidates in mid-April. s Kip Johnson, from page 11 a replacement for a strong website, but it often is a pathway to it. The website is where you have the greatest numerical opportunity to brand and sell yourself in the online world.” Where should a funeral home start in improving its online presence? “The question owners and managers should be asking is, Does our website make a great first impression, and does it have the right kind of complete and persuasive content? Where firms sometimes get trapped is focusing strictly on time and cost. They may feel a ‘cookie-cutter’ template site will be cost-effective and up and running quickly. But the bottom line is, it will end up looking the part and not attracting consumers or scoring well with search engines. “Advancements in Google and other search engines place an even greater importance on deep, rich content and reward sites that have more to offer. In September 2013, Google officially announced Hummingbird, a natural-language search algorithm. It takes human phraseology and puts it into a format that computers can interpret and evaluate. People can now ask longer questions, not just search for one or two specific keywords. But while keyword management continues to be important for the funeral profession, advances in technology mean that sites rich in content are moving up in the results listings. And they’re showing up for more combinations of search terms and phrases.” How do you develop deep website content? “Often, it’s a function of expanding the current content. Conventional thinking was to keep content crisp and light—even trying to stick to a bare maximum data size—so visitors could skim over pages with ease. Today, greater importance is being placed on the quality and scope of information as well as effective navigation, not an arbitrary size limit. 14 “This does not at all mean padding with fluff. Instead, it fits perfectly with the need to better inform and educate today’s consumers about the importance of funeral services. If you have enough viable content, dividing it up into distinct pages can be an advantage both for visitors and search engine rankings. “For example, instead of having just one page devoted to outlining all your cremation services, how about adding a cremation FAQ page or a cremation code of ethics page? We’ve found those to be very successful. But there needs to be a clear plan as to what is being communicated on your website— the key things to focus on based on the needs and dynamics of your market. There’s no limit to how deep a site can go, if there is a clear strategy.” What else is new in website technology? “One of the things I really enjoy about working at FuneralNet is collaboration with design and development teams that stay well ahead of the game in terms of best practices and what’s coming next. A good example is responsive design. This is the ability for websites to automatically resize and reformat based on the type of device being used. So rather than having separate full and mobile versions of a site, which is the current standard, a single site incorporating responsive design can handle everything. “Google is giving increasing importance to whether content fits the particular device being used, so responsive design is definitely going to help funeral homes moving forward. Because there’s a lot of technology involved in this, it’s probably best implemented during a site update or redesign. Yes, it requires a bit more investment in terms of design and development; but in the end, the emerging technology of responsive design will be a very effective solution.” s Peter Burton from page 5 existing building, you’ll have a much better return on your investment. as we offer at the funeral home. Customers appreciate knowing their pets will be picked up within 24 hours and returned usually within 48. “Another aspect is when we put in our new crematory, we also added a pet supply store. My brother-in-law, Mark Horstman, has a background in pet and farm supplies, so he started Horstman and Sons Country Store on the property of one of our funeral homes. We sell deer food, salt blocks, horse collars, and pet food and supplies. It’s hard to compete with the big box stores on food, but the Purina line is what we sell the most of. Not all stores carry it. “In our case, we also were able to negotiate with Matthews on a good price for a retort. By setting up a casket contract and utilizing some of our rebate, we were able to make an affordable purchase. Not everyone may be able to do this, but the point is, you have to be on the look-out for opportunities like that in order to keep your start-up costs as low as possible.” What are the advantages of a pet business? “It’s been a great way to bring more people onto our property, and I think it’s helping our funeral and pet businesses grow immensely. It gets people familiar with us and used to coming here, so they’re more likely to use our funeral home in the future. Plus, people who lose a pet usually get a new one within a month or two. So this is an opportunity to continue serving them rather than just providing a one-time cremation.” “I definitely feel it’s an opportunity to gain market share in a new way. With the cremation rate rising and revenue decreasing, this provides another opportunity for funeral homes to provide a service at a time of loss that goes hand-in-hand with what they already do. What mistakes have you seen others make? “I don’t think people are ever going to stop having pets. According to its 2012 survey, the American Pet Products Association found that 62 percent of American households have at least one pet. So it’s an ongoing relationship you can develop with families and a nice additional revenue stream. Pet loss services are not going to make you millions overnight, but they will put your name in front of many new customers. Just be sure to establish partnerships with as many vets in your community as possible, and keep the emphasis on professionalism.” s “I’ve seen others wrap up as much as a half-million dollars in a new building or remodeled facility for their pet crematory operations. When your start-up costs are that high, it’s going to be a very long haul to start turning a profit. If there is a way to use an SUMMON S t District Cour ict Judicial Distr State 567890 mber: 1234 Court File Nu Negligence Case Type: County Employee, vs. Plaintiff, any, Your Comp Summons Defendant. NER. harassed in the that she was all f has eged t throw these tif no ain Pl Do e s. mmon it ED. Th BEING SU even though hed to this su it E ac su att AR is law U u s yo thi 1. YO against pond to s summons. You must res f's Complaint thi . tif on hts ain er Pl rig . mb ur ce e nu workpla t affect yo u be no court fil ial papers tha GHTS. Yo d there may They are offic T YOUR RI the Court an TO PROTEC d an Answer be filed with t lle YS ye ca t DA se no on 20 y ma resp of WITHIN s a written REPLY send a copy Every employer, no matter what size, has toUdeal human resource MUSTwith this summonissues,onregulations, s. You must 2. 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YOU aintiff will lose thi COMPLAI award the Pl TO THE 20 days, you st you and swer within RESPONSE s stated in the decide again im u do not An y cla yo ma If t the ur S. st Co nte SUMMON st you for ry, and the t want to co entered again e of the sto If you do no t can then be tell your sid complaint. fault judgmen d for in the de ke A as . ng nd thi every to respo u do not need complaint, yo mplaint. ted in the co ONS THIS SUMM IS DIRECTED SINESS OW TO THE BU Who’s Keeping You Out of Court? 15 MEMBER BENEFITS Opportunities for Connections, Motivation and Growth Selected Study Groups Enrollment to Open in April Selected Study Groups offer owners, future owners and officers a unique opportunity to continue to enhance their professional abilities, strengthen their personal skills and tackle everyday business challenges in a collaborative and non-competitive small-group environment. By participating in a Selected Study Group, you will have meaningful interactions with other Selected members including shared learning, peer teaching as well as a platform for the exchange of best practices. Encouragement is ever-present and problem-solving support from other members facing similar challenges is just a phone call or email away. As a Selected Study Group member, you also will have access to financial tools, reports and resource materials developed exclusively for this program. With 53 Selected members currently participating, we are anticipating another strong response this year. Informational materials will be mailed to members in March. Sign-up begins April 1 and closes June 6. Orientation for new participants will take place this Fall at Selected’s Annual Study Group Day held prior to the Annual Meeting in Philadelphia. For more information, visit selectedfuneralhomes.org/studygroups, or contact Denise Zoephel, Assistant Executive Director, at denisez@selectedfuneralhomes.org or 1-800-323-4219. s “My son, Luke, joined a Selected Study Group, and his growth has been remarkable. Then I joined one of the newer groups, and we now combine our ideas and projects and create a lot of synergy. “The value for our firm is having 14 other very successful funeral firms to call on for input and advice. You just can’t measure that value. My advice to anyone considering joining—just do it!” —Eric Keyser, Keyser Funeral & Cremation Service, Kingston, NY “Participating in a Selected Study Group has forced me to step out of my comfort zone, and I have learned so much from the other members of our group in the short time we have been together. “A unique trust and respect develops quickly among the group. Our firms are all the better because of the honesty, constructive criticism and sharing of challenges and successes.” —John McAfee, Thomas McAfee Funeral Home, Greenville, SC Joe Tortorice Jr., founder and CEO of Jason’s Deli, speaks at Selected’s 2013 Annual Study Group Day. Selected Study Group members meet two or three times a year and participants gather for an all-group luncheon prior to Selected’s Annual Meeting—which includes a guest speaker and each group sharing best practices. 16 “I’m a numbers person in a Selected Study Group of supremely talented funeral directors and owners. At first, I was concerned if I would be able to hold my own, but that isn’t even an issue. Our group is so amazing. They help me understand the management side of funeral service, and I help them with financial concepts. The mutual validation and support is so wonderful. “My group has so many things they do that are successful, and it is a benefit to be able to utilize some of those, because you are getting the best ideas from the best firms. And with a small group like this, it’s easy to share and stay connected.” — Peggy Cirocco, Beinhauer Family Funeral Homes, McMurray, PA MEMBER BENEFITS Annual Survey Compares Performance of Selected Peers Members Completing Survey Receive Comprehensive 30-Page Report The ability to measure and benchmark the financial position and performance of your funeral home is critical, as more and more firms ask questions such as Do we have the financial capacity to weather the storm? Can we expand our business? Are we staffed adequately to service our families? The ability to assess financial data that helps answer questions like these becomes essential. By participating in Selected’s Management Comparative Program, your firm can obtain important information to help with day-to-day operations, long-term planning and validation of current practices. A Key Benefit of Membership. All North American Selected members have the opportunity to receive, at no additional cost, a 30-page comprehensive report that analyzes their firm’s data and then compares the firm’s financial performance to other Selected firms with similar annual case volumes, geographic location and population density. Firms completing the survey receive a narrative analysis including charts and graphs that help pinpoint their strengths as well as areas that need evaluation. “The comparatives and breakdowns are excellent as a management tool,” said Jim Fernald of Brookings-Smith Funeral Home, Bangor, ME. “In today’s economy, we have to see how we compare outside our neighborhood.” Past survey participants also receive an additional benchmarking report that shows a snapshot of their firm’s data from year-to-year and can be used for monitoring, evaluation and strategic planning efforts. Survey Mailed to Members in April. Selected’s Management Comparative Program helps you uncover your current financial position by collecting survey data on case volume information, statistical information, and revenue and expense information. The survey is easy to understand and complete with most of the data taken from your current financial documents or in some cases, supplied by your accounting service. Also, if you are already a member of a Selected Study Group, you will only have to submit your It can be argued that labor is the most significant and controllable business expense. Do you know your... • Personnel expense per case? • Average revenue per case? • Average hours spent per case? data once as it is now carried through both the Management Comparative and the Selected Study Groups’ Statistical and Financial Analysis tool. “The new Management Comparative submission process is a very welcomed change,” remarked Dave Perotto of Bartolomeo & Perotto Funeral Home, Rochester, NY. “As I am in a Selected Study Group, having one process that combines the Management Comparative and Selected Study Group survey in one tool streamlines the data collection process. I also believe it helps focus our answers to have more uniform data to analyze. Thank you for listening to my request!” Members can complete the survey online or by using the hardcopy form. All data provided is strictly confidential and is due to Headquarters by June 23. “We realize all firms do not have the same capacity for collecting and reporting data,” acknowledged Denise Zoephel, Assistant Executive Director. “But I encourage all members to complete the survey to the best of their abilities and to contact me at 1-800-323-4219 if assistance is needed,” To see a summary of last year’s analysis, visit selectedfuneralhomes.org/programs/managementcomparative/analysis-highlights. s 17 LEGAL PERSPECTIVE The Funeral Rule and the Golden Rule Both Apply to Third-Party Casket Providers By Sarah Pojanowski General Counsel, Selected Independent Funeral Homes indeterminate time (more than several days) such as in a pre-need situation. One of the most wonderful things I find about working with Selected members is just how much this group wants to do things right for consumers. Sometimes, however, there is confusion over exactly what that means in practice. One area where these issues sometimes arise is with third-party casket providers—especially these days, when you can buy a casket from Costco, your local monastery or a number of different online sources. • You may not charge a “disposal fee” to discard the cardboard wrapping the casket comes in. However, you may require the delivery service to take away the wrapping when they leave, if you also require them to do so for your regular casket deliveries. The Federal Trade Commission’s Funeral Rule is silent on the specifics of how to deal with third-party casket providers, but Section 453.4(b)(1) of the Funeral Rule prohibits “practices that unreasonably burden a consumer’s choice to purchase an item from a third party.” What does that mean, precisely? Let’s investigate. • You should accept third party casket deliveries during times when you would accept your own casket deliveries. In most cases, during normal business hours. Over the years, the FTC staff has issued a number of Staff Opinions or advisory letters informing parties how the staff believes the Funeral Rule should be interpreted on submitted questions. These opinions, which are not binding law but are important because they reflect the opinions of those charged with enforcing the Funeral Rule, are clear; funeral homes should follow the Golden Rule of casket handling and treat third-party casket providers like they treat their own wholesalers. Craig Tregillus, Funeral Rule Coordinator at the Federal Trade Commission, observes, “The message of the Staff Opinions is don’t discriminate against third-party casket providers; don’t treat them differently than your regular casket provider.” What does this mean in practice? Here are examples: • You may not charge a “casket handling fee” for consumers who choose to purchase a casket from a third party. • You may not charge a “casket storage fee” for an at-need service, though you may charge a storage fee if a family asks you to store a casket for an 18 • You may not require consumers to be present at delivery of the third-party casket or require consumers to sign for the casket personally. Nor should you refuse to sign for it yourself. • You should allow delivery services to use standard equipment, such as a church truck, to move caskets. This list of requirements is rather long. So what are you not required to do for third-party providers under the Funeral Rule? There are, in fact, a few things. If you are a small firm that is only open during limited business hours or by appointment, it is acceptable to ask the third-party casket delivery to come during your scheduled hours or make an appointment, just like your casket provider does. In addition, if your staff on duty is unable to assist with the delivery because of physical limitations, you are not required to hire additional labor to help move the third-party casket. However, it would be helpful to notify the delivery service if you anticipate any potential issues of this kind, so they can be sure to bring adequate manpower for the job. I am sure you would not want any hiccups in delivery to reflect poorly on your funeral home in the eyes of your client families. If you would like to read the most recent Staff Opinion letters on these issues, you may download them from Selected’s website using this link, selectedfuneralhomes.org/downloads/category/ 45-regulatory-compliance?download=1224. s EDUCATIONAL TRUST NEWS The Gifts that Keep on Giving Each year the Selected Educational Trust reaches out to the membership, supplier partners and vendors for financial gifts so that we can expand our scholarship rosters, create new educational opportunities, develop research projects, survey our member’s needs and hold an Annual Gala and Silent Auction to help support the education of independent funeral home professionals. Through member generosity, we have grown the services we offer and are beginning to diversify services we can offer in the future. Whether you support the Trust through a direct donation or in-memorium contribution, attend the Annual Gala, supply something of value to the Silent Auction or purchase one of the special items available each year, you are helping the Trust to help others. One other important way to contribute, especially given your informed relationship with death and dying, is planned giving. Leaving a gift to the Trust in your will not only helps to sustain our effort to promote lifelong learning but also could provide tax savings and increased income for you right now. And a planned gift can help you protect your heirs from future taxation or bring significant tax savings to your estate through the donation of items of value. Any estate planning should be discussed with your tax advisor or financial planner to review all of the possibilities. But if the Trust is a consideration, we would be honored to help coordinate your efforts. There are numerous options; and no matter what you are able to give to the Trust or whatever fashion that gift might take, we promise it will be both appreciated and recognized. Contact Buz Buzogany, Educational Trust Director, at buzb@selectedtrust.org or 828-652-7259 for additional information about the Trust. s Trust Awards Second-Career Scholarships Out of numerous qualified applicants, the latest Second-Career Scholarship winners have been chosen by the Trustees of the Selected Educational Trust. All three winners, James Barnhart, Kelsey Byers and Timothy Roberts, are interested in creating new careers at independent funeral homes and have direct connections to Selected member firms. The scholarship program was established in response to the increasing number of second-career practitioners who aspire to work as funeral directors. The Educational Trust desires to support these individuals and to help enhance the independent funeral service profession. Each scholarship is worth $1,500, with up to four awarded each year. All scholarship dollars are paid directly to the applicant’s school toward tuition and associated expenses. s Lifelong Learning Assist Winners Announced The first winners of the Selected Trust Lifelong Learning Assist Program, listed below, were randomly chosen in January. Every Selected member in good standing was in the running. The program is sponsored through the generosity of Meadow Hill Corporation, maker of Thumbies. Winners received a $250-value gift including Dr. Bill Hoy’s book, Do Funerals Matter, a copy of A Service Book in leather binding and a $150 certificate to be used in 2014 for any Selected educational course, meeting or purchase. Congratulations to the winners! s Bauer Funeral Homes and Cremation Services Beidelman-Kunsch Funeral Homes and Crematory Binkley’s Funeral Service Corey-Kerlin Funeral Homes & Crematory Dawson Funeral Home Dimbleby, Friedel, Williams & Edmunds Funeral Homes Etzweiler Family Funeral Homes Kearney Funeral Service, Columbia-Bowell Chapel Luginbuel Funeral Home Mahn Family Funeral Home Martin & Castille Funeral Home J. A. McCormack Sons Funeral Home Memorial Funeral Home Rhoney Funeral Home Rowland Funeral Home Stanly Funeral Home, Inc. Stith Funeral Home Twilford’s Funeral Home Weicht Funeral Home Wilson-Miller Funeral Home 19 MEMBER PROFILE Eric Keyser of Keyser Funeral & Cremation Service and A. Carr & Son Funeral Home Eric C. Keyser, CFSP, is owner of Keyser Funeral & Cremation Service in Kingston and Port Ewen, NY, and A. Carr & Son Funeral Home in Kingston. The firms currently employ five full-time and several part-time staff, serving about 190 families annually. A fourth-generation funeral director, Eric is a member of Selected Study Group F-Troop. Why I am a funeral director: “The profession called me. I was born and raised at the funeral home, and through some life experiences, I knew this is what I was called to do.” My education: “Associate of Applied Science degree and more than enough credits for a BS but not in the correct categories. Guess I’m too eclectic.” My mentors: “My father-in-law was a hard working individual who served with the Marines in the Pacific during World War II. He always took the time to be thorough and do things right. He had many sayings, one of which was, ‘How come we always have time to do it right the second time, but not the first time?’ “My father also had a very strong influence. He taught me the funeral business the old-fashioned way. Both my father and father-in-law came out of the 20 Depression era. They knew the value of hard work, perseverance and sacrifice.” Guiding business or service principle: “Servant leadership— serving others first. If you are fortunate enough to be a member of a Selected Study Group, you heard Joe Tortorice, Jr., founder of Jason’s Deli, give the keynote address at the Study Eric Keyser Group luncheon in Austin, TX, last year. He said it’s about empowering your employees, which will lead to greater customer satisfaction, which leads to a growing business. “Also, meet every family’s needs, then go beyond. Every person deserves a dignified funeral, regardless of their personal or financial situation. Take care of the families that have entrusted their loved ones to us, and the rest will work out.” Best business decision: “Committing to the process of creating a smooth transition plan. After buying the business, one of my dearest moments was having my father say he was proud of me!” Proudest aspect of our firm: “We have a calling to serve. It’s a commitment to our community and to the continuity of service we offer. We didn’t just arrive here. We have a vested interest in our community. We now have the fifth generation in the business—my son, Luke. He is working as hard as the previous generations and, I will say, is smarter. With other businesses, people and reputations seem to come and go.” Favorite part of the job: “Working with families and staff, and becoming more of a teacher— making sure that the staff is getting the proper training.” Least favorite part: “Trying to keep up with all the technology changes.” Biggest pet peeve: “The overstuffed New York State Funeral Directors Association. In my opinion, they run around pleasing politicians and bureaucrats, not serving the membership. The association thinks all the rules and regulations actually protect funeral directors. My apologies to the Selected members who serve our state association, but I think they agree with me.” Next major project: “We are developing a preplan program. That may sound strange, but New York is a non-insurance, 100-percent trust state with interest accruing. “We do not have the ability to pay staff with commissions, so it will all be out of pocket. But our belief is this will grow our business. We have hired a funeral director for this project. As of this writing, she is training with one of the leading preplan companies in the country. I have to add that this all came about through my son’s Selected Study Group. “Additionally, we are committed to training staff through a leading funeral service provider which includes accountability measures. My Selected Study Group was the impetus for this project.” How technology is changing our firm: “Dramatically! We Selected Study Group. Civically, join Kiwanis and be active in the local Chamber of Commerce.” Famous person I’d like to have a conversation with: Favorite form of communication: “Small-group Something I would do if I could: “Play the piano or some and one-on-one interactions. Sorry, but not texting, emails or the other ‘in’ methods.” musical instrument.” Best way to spot new trends: Selected Study Group program.” “Read, browse, attend, observe, think, dream and envision.” Most admired people in funeral service: “Honestly, the leaders in Selected—those who have been willing to step up and serve.” have a very young staff, and each one has been assigned a job or responsibility such as Facebook, upgrading the website, etc., to make sure we stay relevant in the face of a changing environment.” Favorite way to relax: Greatest challenges: enjoyment, Lone Survivor. For business, Innovation Secrets of Steve Jobs. For my Selected Study Group, Crucial Conversations. For spiritual growth, Change Your Thoughts, Change Your Life—Living With the Wisdom of the Tao.” “Growing the business, changing social norms and demographics, creating meaningful services and having too many ‘colleagues’ in a small market.” Best way to stay competitive: “Everyday, focus on what you can do better. The only thing you can truly control is yourself. You cannot control your competitor or anyone else. So be in competition with yourself. Each day, strive to improve something about yourself, your company or your interactions with others. And change from a mission statement to a vision statement.” Best place to network: “Professionally, attend Selected meetings, follow Selected’s discussion Forum, and get into a “Skiing, boating, fishing, reading, hanging with friends and watching boats go by from the shore of my boat club.” Last books read: “For my What I am most proud of, personally: “My wife and children.” “Steve Jobs.” Favorite Selected program, benefit or service: “By far, the What I gained from my last Selected meeting or activity: “At the 2013 Annual Meeting in Austin, TX, I got some great ideas from Joe Tortorice, Jr. and Michael Brandwein—in particular, servant leadership and BTCOD or beyond the call of duty.” My view of the future of funeral service: “Bright! I’m extremely fortunate to be working with three people under thirty. They bring energy, enthusiasm and a willingness to serve. They are the stars of the future. I also work with a 67-year-old who is still willing to learn and serve. None of them are in the business for the check; they are in it to help create services that are meaningful and beneficial to the families we serve.” s Favorite community cause: “Kiwanis Club. This year, I’m the local president-elect. We give back to the community over $40,000 each year. It’s a great group and a great organization. “I’m very involved in our annual stage show. It’s our major fund raiser and a parody of local events. To say we are way off Broadway is an understatement. But the audience has some great laughs, and we donate all the money raised back to the community.” 21 MEMBER NEWS REMEMBERING OUR COLLEAGUES Members are encouraged to send news and announcements to Selected at member-news@sifh.org. Margery Ann Fleming, wife of F. Glenn Fleming, Matthew J. Scamardella and Matthew Funeral Home & Cremation Services, Staten Island, NY, hosted Lars Erik Svanholm and Kjell Endre Bonesrønning of Svanholm Funeral Home, Trondheim, Norway, when they came to the United States in November to run in the 2013 New York Marathon. Both men were finishers and also had the opportunity to learn about American makeup and cosmetics techniques at the firm. “We had a great time in New York,” said Lars Erik. “The race was the best we ever have participated in, and the visit to the funeral home was also very good!” s Owner and President of Koch Funeral Home, State College, PA, died February 1. kochfuneralhome.com Joseph A. Pescatello, father of Ken Pescatello, Funeral Director at Newington Memorial Funeral Home, Newington, CT, died January 20. newingtonmemorial.com Ryan J. Walter, Manager of Finance at Speers Funeral Chapel, Regina, SK, Canada, died January 4. speersfuneralchapel.com Max S. Larkin, father of Lance Larkin, CEO/President of Larkin Mortuary, Salt Lake City, UT, and President of Selected Independent Funeral Homes, died January 3. larkinmortuary.com SELECTED TRUST CONTRIBUTIONS The Selected Educational Trust, selectedtrust.org, thanks the following contributors for their generous support in helping to encourage Lifelong Learning by independent funeral professionals. Baue Funeral Homes, Crematory & Cemetery, St. Charles, MO, in memory of Max Larkin. (L-R) Matt Scamardella, Kjell Endre Bonesrønning and Lars Erik Svanholm Busch Funeral and Crematory Services, Cleveland, OH, in memory of Max Larkin. Foster Funeral Home, Fulton, NY, in memory of WELCOME NEW MEMBERS Max Larkin. Past Presidents’ Council in memory of Max Larkin. Cedar Memorial Funeral Home 4200 First Ave. NE, Cedar Rapids, IA 52402, Group 4 1-800-275-2332, 319-393-8000, cedarmemorial.com John Linge, clinge@cedarmemorial.com R.J. Fagle, rfagle@cedarmemorial.com Michelle Klostermann, klostermann@cedarmemorial.com Farnsworth Mortuary 1343 S. Lincoln Ave., Jerome, ID 83338, Group 6 208-324-7777, farnsworthmortuary.com David Farnsworth, david@farnsworthmortuary.com Loess Hills Funeral Home 112 North Vine, Glenwood, IA 51534, Group 4 1-888-846-8841, 712-527-5241 loesshillsfuneralhom.com Scott Erickson, loesshillsfuneralhomes@gmail.com 22 SUSTAINING CONTRIBUTORS Egan Funeral Home, Bolton, ON, Canada Fry & Prickett Funeral Home, Carthage, NC Hackman Family Funeral Homes, Sturgis, MI E. E. Pickle Funeral Home, Amory, MS Pierson’s Funeral Service, Calgary, AB, Canada Platt’s Funeral Home, Augusta, GA Frank E. Smith Funeral Home and Crematory, Lancaster, OH D. S. Temrowski & Sons Funeral Home, Warren, MI To make a contribution or to learn more about the mission of the Selected Educational Trust, visit selectedtrust.org or call 1-888-70-TRUST or 847-236-0150. Courtney Gould Miller, from page 13 you are actively engaged in both the profession and the community. And that’s something a good outsourcing resource can do. “You also want to have a resource that will respond to comments for you. While I think that’s one of the greatest joys of blogging and something that most funeral directors would probably prefer to do themselves, you want to be sure you are responding quickly enough. Owners and managers don’t always have time for this. As long as you use a reputable resource that understands the profession and offers all the services that are necessary for managing your social media platform, I think it’s great and something that funeral home bloggers should look into.” What will you be talking about at the Summit? “I’m planning to start with why funeral directors should blog. It’s the first question on everyone’s mind—why should they devote time away from operating a business to concentrate on blogging? I’ll cover all of the reasons why blogging is critical to funeral service and not something that can be overlooked. “I’ll also discuss several facets of a business blog. It’s something I’ve put together to show the key parts of a good blog. Blogs are individual and specific to the business or individual that writes them. But there are basic elements that every blog should have to be successful. One of the facets we’ll cover is social media—Twitter, Facebook, Pinterest, Google+. So many consumers, including Baby Boomers that are a funeral home’s target audience, are on social media and looking to interact with their communities. Connecting with these consumers on social media and then driving them to your blog with your story is an excellent way to create new leads. “In the breakout session, I’ll show attendees how they can get started. We will have an interactive media area where I will show attendees how I post, put up pictures and add videos. I’ll discuss the technical platform I use and other options that are available, including services to assist bloggers that streamline the process and provide content. I’ll also answer specific questions that participants have. “Then I’ll wrap up with some specific, concrete ideas that participants can use to immediately start their own blogs—content ideas they can write up based on their own personal experience as soon as they leave the session.” s INSURANCE INSURANCE ASSIGNMENTS ASSIGNMENTS HAVE HAVE YOU YOU IN A IN TIZZY? A TIZZY? “C&J Financial “C&Jhas Financial been a great has been partner. a great partner. Their customer Their service customer is great service to work is great to work with and most with importantly, and most importantly, payment payment comes fast. Icomes wouldfast. highly I would recommend highly recommend C&J to others.” C&J to others.” Laurens Fish Laurens III, President Fish III, President Weed-Corley-Fish Weed-Corley-Fish Funeral Homes Funeral Homes 23 NEWS BRIEFS Kelco Supply Celebrates 75 Years Kelco Supply Company, kelcosupply.com, is celebrating its diamond anniversary in 2014, having served the death care industry for 75 years. The company was founded in 1939 by Leo Hodroff and was originally named L.H. Kellogg Chemical Company. It went through two corporate transitions until it ultimately returned to private ownership by Nira Mesker in 1990. This transition positioned it for continued success. For many years, Nira and her daughter, Alicia Carr, operated the business together. Today, Alicia continues to bring her mother’s legacy to light in all aspects of the business. The talented and dedicated team of staff members who serve Kelco’s clients is committed to exceeding expectations. That has been, and will continue to be, the cornerstone of the business. Kelco is a Premier Preferred Partner of Selected Independent Funeral Homes. s Hit Delete on Fake Funeral Email Notices A new email scam disguised as a funeral notification has the appearance of coming from a legitimate funeral home in Texas. It’s an invitation to an upcoming service with instructions to click a link to view detailed information about the ceremony. But instead of pointing to the funeral home’s website, it leads to a foreign domain. Scammers often place malware on third-party websites that gives them access to the user’s computer. Avoid such email scams by following these tips. 1. Don’t believe everything you see. Scammers can easily copy a real business’ identity. 2. Place your mouse over hyper-linked text, and the true destination will appear. 3. Be wary of unexpected or unfamiliar emails that contain links or attachments. 4. Beware of urgent pop-ups designed to look like they’re from your computer system. 5. Watch for poor grammar and spelling. Scam emails often are riddled with typos. 6. Ignore calls for immediate action. Scam emails try to get you to act before you think by creating a sense of urgency. s Courtesy Better Business Bureau Memorial Candles make affordable keepsakes. Bundle a candle keepsake with all your stationery packages and create additional keepsakes for family and friends to take home after the service. • Select from three candle styles: Premium Round, Square and Standard Round • Each candle offers two label styles: Pre-printed themes (you print only the personalization) or blank labels (you print the entire background and personalization • Easily personalize through the FREE Make It! Personal web application 800.827.5151 www.messengerstationery.com Promo Code: 8443 All Images © Thomas Kinkade / © 2004 Oleg Gavrilov, Hope Inc., Westlake, CA / © TC Chiu © The Art Publishing Group licensed by Cypress Fine Art Licensing 24 REFINANCE TO REINVEST TAKE YOUR REFINANCE SAVINGS AND ACQUIRE, RENOVATE, EXPAND OR EVEN HIRE STAFF. LET US HELP YOU TO CONTINUE YOUR SUCCESS. CONTACT OUR SENIOR LENDING TEAM TO LEARN MORE. Teresa Carlson 310.902.4050 Stephanie Dunn 847.477.7546 Doug Gober 504.289.6471 Ed Flegal 813.505.8149 Kate Groat 910.550.2312 Connect with us at www.liveoakbank.com/dcm ©2014 Live Oak Banking Company. All rights reserved. Member FDIC 25 INTEROFFICE ROUTING March-April 2014 AUR1716_Selected_Ind_Funeral_Homes.pdf 1 1/30/14 2:54 PM AUR1716_Selected_Ind_Funeral_Homes.pdf 1 1/30/14 2:54 PM 90 90 % OF CREMATION CONSUMERS % OF PREFER TO HAVECONSUMERS A CREMATION PREFERSERVICE TO HAVE A SERVICE C M Y C CM M MY Y CY CM CMY MY K CY CMY K ….SHOW THEM HOW WITH AURORA’S JOURNEY SYSTEM ….SHOW THEM HOW CREMATION WITH AURORA’S JOURNEY CREMATION SYSTEM FREE customized arrangement guides - Personalized with your services, prices, and logo FREE- customized arrangement guides Printed and in tablet presentation format - Personalized with your services, prices, and logo Simple selection room display - Printed and in tablet presentation format Understanding Cremation Choices video for your funeral home Simple selection room display website or arrangements Cremation Choices video for your funeral home Understanding NEW arrangement training program featuring an eLearning course AUR1716 AUR1716 website or arrangements - Track arranger’s progress NEW arrangement training program featuring an eLearning course - Track arranger’s progress To learn more, visit auroraadvantage.com/journey. learn more,samples, visit To download click on auroraadvantage.com/journey. the Resource Center to log in! 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