Mayes Ward-Dobbins` history dates back to
Transcription
Mayes Ward-Dobbins` history dates back to
y M Homesteaders September 2015 Terry Pendley Mayes Ward-Dobbins’ history dates back to two competing businesses. John and Albert Dobbins opened their Marietta, Georgia, funeral home in 1923. Six years later, brothers Mayes and Harvey Ward opened Mayes Ward Funeral Home on the other side of town before moving to Church Street – just across the road from Dobbins Funeral Home. Each business operated independently until 1983 when the funeral homes merged into one firm. Today, Mayes Ward-Dobbins Funeral Home is owned and operated by Terry Pendley, alongside 26 employees staffing two locations. “Everyone has the same heart here,” he observed. “We all care about the families we serve and the dignity and respect of what we do. We strive to do everything we possibly can for each family to make them feel as comfortable as they can.” Pendley’s passion for funeral service dates back to a young age when he was impressed with the care and love shown to everyone attending the funeral of a family member. At age 15, he walked into what was then Mayes Ward Funeral Home and asked for a job. As many funeral professionals do, Pendley started by cleaning the cars, cutting the grass and going on calls to support the funeral home’s ambulance service. Today, what he enjoys most is serving families and feeling that every day he gets to help the people in his community in a very special way. “Most people don’t have that opportunity,” he reflected. Anyone who has met Pendley and his staff can attest to their friendliness and warmth. Their care and expert level of service are even apparent on their website and Facebook page, both filled with heartfelt testimonials from families thanking them for their respect and kindness. One woman explained that the funeral was one of the best times she had spent with her extended family: “Thank you for being the catalyst that helped heal my family.” Another wrote, “We almost felt like ya’ll were a part of our family!” More My Homesteaders Contents – September 2015 Issue Mayes Ward-Dobbins Funeral Home....... page 1 Important Updates & Upcoming Events... page 4 The Homesteaders Life..............................page 5 Continuing Education................................page 6 What We’ve Been Reading........................ page 7 Why Do Pre-need? – Part 1.......................page 8 Executive Insights.....................................page 10 Note from the editor Homesteaders’ customers rely on our expertise and guidance as a leader in pre-need funding to provide products and services that promote and support advance funeral planning and end-of-life expenses. We take this role very seriously and invest significant time and resources into consumer research to ensure we are providing you with the most up-to-date information on what funeral home customers want and need. Mayes Ward-Dobbins For Pendley, the business is an extension of his family values and commitment to service. His three sons, Jason, Chad and Shane, and his wife, Darlene, all work at the funeral home. Each of the Pendley sons graduated from McEachern High School before attending Gupton Jones College of Mortuary Service – Pendley’s own alma mater. “It’s been an honor to see my sons grow from young boys through the years of graduations, the years of marriage and the years of professionalism,” he recalled. Pendley oversees the day-to-day operations of the Georgia funeral home alongside his sons, Shane, Chad, and Jason, and his wife, Darlene. One way we do this is by conducting our semi-annual policy owner survey. Starting with this issue, we’ll be sharing the findings from our 2015 survey in a fourpart series titled, “Why do pre-need?” We think you’ll find the results convincing. Pendley has partnered with Homesteaders to develop an active pre-need program, ensuring that his sons will inherit a strong, stable business. “The families that prearrange with us are going to use our funeral home in the future. It will increase business later on down the road, particularly for my sons who will be doing this when I’m gone,” he explained. “I know they will be okay.” In Executive Insights, VP-Field Sales Dan Lodermeier offers advice on how to identify and hire people who best fit your funeral home’s goals, values and culture using behavior-based interview techniques. Speaking of goals, are you on track to join us for one of our 2016 incentive trips to Panama or Las Vegas? To find out, see page four for details on the agent tools we provide to help you track your progress. Hopefully, you’ve finalized your plans to attend the NFDA Convention & Expo Oct. 18-21 in Indianapolis. Be sure to stop by booth #904 to meet the Homesteaders “Tech Team” and learn all about our latest digital solutions to help you better serve your families and grow your business. Despite Pendley’s efforts, they’d had little success establishing a pre-need program at their funeral home until three years ago when they began working exclusively with Homesteaders and an affiliated marketing partner. Take care, Barbara A. Bloomquist, Manager –Marketing & Communications 800-477-3633, ext. 7763 email: [email protected] myHomesteaders is a publication of Homesteaders Life Company, P.O. Box 1756, Des Moines, IA 50306-1756 Stephen R. Lang, Chairman, President & CEO Editor: Barbara A. Bloomquist Designer: Ken Haas Visit us at homesteaderslife.com. Life insurance and annuity products are issued by Homesteaders Life Company. Products are subject to state availability. Texas consumers visit www.prepaidfunerals.texas.gov for more information. (continued) More Mayes Ward-Dobbins Funeral Home supports 26 employees working at two Georgia locations, one in Marietta and another in Powder Springs. 2 Mayes Ward-Dobbins “We have tried working with several different providers,” he said. “None of them measured up to our standards or our satisfaction until we joined Homesteaders.” “ We have tried working with several different providers. None of them measured up to our standards or our satisfaction until we joined Homesteaders. With the help of his staff, Pendley works to educate his community about the importance of pre-need. They hold seminars at their locations in Marietta and Powder Springs and invite other community leaders to share their own messages related to end-of-life issues, including Social Security, Medicare and veterans’ assistance. “Everybody is all together,” he explained. “We try to educate people, let them know what is available for them and make sure they think about prearranging and take care of it before it’s too late.” (continued) Pendley credits much of their business’s success to the seminars and programs they’ve implemented since adopting a more active approach to pre-need. He and his staff rely on Homesteaders for resources and support, placing high value on our hands-on customer service and commitment to honoring our promises. “We found that Homesteaders’ service is the same from the person who walks in the door to the people we call every day,” Pendley affirmed. “When you sign up with Homesteaders, they will take care of you 100 percent.” Pendley feels secure in the relationships they’ve built over the last three years and confident that his sons will inherit a successful business. “Now we have a pre-need program in force that is as strong as anyone could hope for,” Pendley described. “It has continued to grow each year.” mayeswarddobbins.com ” Terry Pendley started in funeral service over forty years ago by cleaning the cars and cutting the grass. Check out this short video to learn more about how Homesteaders is partnering with our funeral home customers to help grow their pre-need business. Pendley and his staff are committed to educating their communities about the importance of pre-need. 3 Important updates PartnerPoints® can be redeemed through November 30, 2015. Homesteaders customers who earned PartnerPoints® last year may redeem them now through November 30, 2015. To see if your firm qualified for redemption or to check your PartnerPoints® balance, visit the myHomesteaders.com dashboard and scroll down to the “PartnerPoints®” tab. Firms who elect to use their 2014 PartnerPoints® on approved marketing support will earn $1.25 per point. This is a great way to maximize the impact of the program. After November 30, any remaining points will be cashed out via check prior to the end of the year. Questions? Contact your account executive. We’re more than halfway through 2015 – will we see you in Panama or Las Vegas? These getaways recognize agents’ outstanding efforts to help thousands of individuals provide their families with peace of mind. The Leaders Conference is designed to honor the hard work of those who lead the way in production for Homesteaders. In 2016, we’re taking the Leaders Conference (March 2-6) to the beautiful Westin Playa Bonita in Panama. We’re also excited to continue the Homesteaders Club program April 7-10, 2016, at The Bellagio in Las Vegas. These trips are our way of saying “thank you” for your hard work. You can track your progress toward these trips through the myHomesteaders.com dashboard. After logging on, select “Agent Dashboard” from the “Dashboard” menu, and scroll to the “Homesteaders Incentive Trips” section near the bottom of the page. For more information about qualifications for these incentive trips, please contact your account executive. Upcoming events Homesteaders values participation in industry events, which is why you’ll find our staff attending conventions throughout the year. In the coming months, you can visit with Homesteaders experts at the following events: Independent Funeral Directors of Georgia Conference September 20–22 Hyatt Regency | Savannah, GA New Jersey State Funeral Directors Association Convention September 29–October 1 Bally’s Hotel & Casino | Atlantic City, NJ National Funeral Directors Association International Convention and Expo October 18–21 Indiana Convention Center | Indianapolis, IN Homesteaders is excited to once again be a sponsor of the NFDA’s annual convention. Be sure to stop by booth #904 in the expo hall to meet our exceptional sales and executive teams, and check out our new Tech Corner to learn about the latest updates to our digital support offerings. Visit our website for the complete list of upcoming events. Homesteaders Board Member Katie Roth has been named Woman Business Owner of the Year. Last month, six-term Board Member Katie Roth was selected as the Des Moines Business Record’s 2015 CAPTRUST Woman Business Owner of the Year. The annual award is given to a business owner who has an exemplary personal and professional reputation, a history of mentoring other businesswomen, strong connections to the Des Moines business community and significant professional achievement and success. “Katie contributes invaluable insight as a member of our Board of Directors,” observed Homesteaders Chairman, President and CEO Steve Lang. “Her extensive background in human resources and acute business savvy help her oversee our company’s operation and performance.” Click here to read more. 4 HOMESTEADERS L i f e At Homesteaders, we believe that our positive corporate culture is the source of the high level of customer service and expertise we offer our funeral home customers. Ask anyone who works for Homesteaders and they’ll tell you the days go fast – proof positive that time flies when you’re having fun and loving what you do. Right now in the Home Office Our staff is fighting to end world hunger. In what has become a yearly tradition for our company, several Homesteaders employees took time out of their busy schedules to participate in last month’s 8th Annual Hunger Fight. The event was organized by Meals from the Heartland, a charity committed to alleviating life-threatening hunger throughout the world. The Des Moines-based organization raises money and recruits volunteers to package meals enriched with soy protein and vitamins. Since its founding in 2008, Meals from the Heartland has sent over 50 million meals to food insecure families throughout the world. Homesteaders is proud to once again partner with this invaluable organization and continues to look for additional ways to invest in programs that make a difference in our employees’ communities. We’re celebrating the best state fair in our state. There’s nothing quite like the Iowa State Fair – Iowa’s largest event and an annual destination for many of our Home Office employees. In fact, several of our team members find time to enter a number of fair contests, including Digital Marketing Specialist Alyssa McNab, who has won Best of Show ribbons in the Fabric and Threads competition for the past two years. “I have always lived in Iowa and have enjoyed fiber crafts since I was a kid,” McNab explained. “Participating in the Iowa State Fair contests is a great way to stay connected to both of these important aspects of my life, and it also keeps me motivated to improve my skills.” Last month, our Employee Relations Committee decided to celebrate the annual event with a whole week of fair-themed activities to kick off the August celebration — complete with zany contests, silly prizes, tasty treats and a lot of fair memories. One lucky employee even won tickets to attend this year’s fair. Right now on the road: Account Executive Eolo Nizzi is serving firms in Oklahoma. We are pleased to announce that Eolo Nizzi has joined the Homesteaders field sales team as our Oklahoma Account Executive. For the past year, Eolo has provided exceptional service to funeral professionals in the Home Office region, and he is excited for the opportunity to build relationships with customers in a new territory. He and his wife, Jenn, are in the process of relocating with their two children, Hannah and Henry. We are confident our Oklahoma funeral home customers will love his enthusiasm, experience and passion for University of Oklahoma athletics. Go Sooners! During our state fair food on-a-stick contest, our expert panel of judges discovered that, among other valuable skills, many of our Home Office staff have a talent for making tasty treats. (L to R: Jody Galloway, Steve Shaffer, Krista Frank and Pam Kleese) 55 Continuing education opportunities Certificate in Strategic Business Management October 6-8 | Des Moines, IA The Certificate in Strategic Business Management is a three-day classroom experience designed specifically for owners and operators of funeral homes. In partnership with Drake University, we are pleased to offer this program to funeral professionals who want to adopt the latest and most innovative business practices. Funeral homes who sell Homesteaders products exclusively may be eligible for a special 2-for-1 discount, and those who have PartnerPoints® available can use them to cover their enrollment fee. Contact your Homesteaders account executive or click here to read the brochure. Homesteaders also hosts several continuing education programs throughout the year which qualify for state insurance, funeral director and ethics credit hours. In September, we will be hosting six classes: Wyomissing, PA • Insurance Ethics Considerations (Sept. 8 from 8 a.m. to 2:15 p.m.) • Insurance 101 (Sept. 9 from 8 a.m. to 2:15 p.m.) Monroeville, PA • Insurance Ethics Considerations (Sept. 10 from 8 a.m. to 2:15 p.m.) • Insurance 101 (Sept. 11 from 8 a.m. to 2:15 p.m.) Pana, IL • Insurance Ethics Considerations* (Sept. 22 from 8 a.m. to 2:15 p.m.) • Insurance 101* (Sept. 23 from 8 a.m. to 2:15 p.m.) The fee for each course is $75 and includes the registration/ filing fees, lunch and refreshments throughout the day. Visit our website to learn more. *Valid for Illinois and Indiana credit hours 6 WHAT we’ve been reading Getting Married at a Funeral Home? A few months ago, we shared the story of a North Carolina funeral home that had enjoyed great success upon opening an event center adjacent to its primary location. This trend is one that has taken hold among many in the funeral profession, as more and more firms are opening their doors to community events – even weddings. We found this article particularly interesting as it touches on this trend and incorporates some interesting thoughts from the NFDA’s Public Relations Manager, Jessica Koth. Reaching Your Community on Social Media In May, Social Media Today reported that Baby Boomers spend 20+ hours each week consuming content online. Social media offers a great platform to reach this important audience, but many funeral professionals are unsure how to utilize this valuable tool. This article from Funeral Social shares some advice for how funeral homes can use social media to share their service offerings with their local community. Looking for more great tips on incorporating social media into your pre-need marketing plan? Contact your account executive for additional insights. Productivity Tips for Busy Professionals Funeral professionals’ office hours extend far beyond those of traditional workers. Many of you are on call 24 hours a day, seven days a week. Finding time for the details of your day-to-day operations can be a challenge when juggling the needs of at-need families with the demands of a successful pre-need program. This infographic offers some helpful tips on incorporating more productive time into your day. While some tips (like getting 7-8 hours of sleep every night) may be a challenge for on-call funeral directors, others present some creative ways to increase your overall productivity. Ten Things You Need to Know about Marketing to Baby Boomers It’s no secret that baby boomers and other older generations are likely to pre-arrange and pre-fund their end-of-life expenses. This helpful article lists some of the characteristics shared by many in these older generations, information which could provide guidance as you plan your pre-need marketing strategies. Our favorite takeaways: baby boomers are mobile, social and happy. The Funeral Director’s Guide to Statistics The latest edition of The Funeral Director’s Guide to Statistics, sponsored exclusively by Homesteaders Life Company, is now available from Kates-Boylston Publications. The 2015 edition provides more than 100 pages of up-to-date information to help improve customer service and boost market share. The guidebook includes valuable insights from industry experts, including information about buying habits, cremation trends, pet funerals and demographic shifts. This year’s edition also includes exclusive content from Homesteaders Director-Marketing Information Pam Kleese and Digital Marketing Specialist Alyssa McNab. Click here for details. Want more great content? Connect with us on social media or subscribe to our blog for additional industry information, tools and tips. 7 Why do pre-need? part one: pre-need satisfies a consumer demand Pam Kleese, Director– Marketing Information As part of our effort to stay up-todate with the wants and needs of our funeral home customers, Homesteaders invests time and resources into consumer research, including focus group studies and our semi-annual policy owner survey. The results from these projects demonstrate that pre-need is a valuable tool for funeral professionals, something we will continue to underscore throughout this four-part series. Rational Motivators Our survey results show that the primary motivation for individuals to prearrange is rational – a desire to lift the burden from surviving family members so they can focus on supporting each other during the time of grief. In addition, we’ve learned from focus groups that, by prearranging, individuals seek to make things as easy as possible for their loved ones, ensuring the pertinent information is easy to locate while also avoiding arguments which could stem from differing opinions. The survey also shows that eliminating the financial burden from loved ones is another powerful incentive to pre-arrange. Nearly 90% of policy owners cite this as an “extremely important” motivation, hoping to guarantee their funeral cost and alleviate emotional overspending while simultaneously preventing the stress of trying to find funds for end-of-life plans. More and more Homesteaders customers are finding that pre-need is not only a necessary component of a strong funeral business, but that it satisfies a consumer demand. Patrick Campbell, funeral director and certified pre-need consultant at McDougald Funeral Home has found that the Anderson, SC, community highly values their pre-need offerings. “Not only is pre-need a great marketing tool, but it also provides a service that families really want and a service that families need,” he explained. “While the older generations have life insurance and savings, we’re seeing more and more younger families living paycheck-to-paycheck,” observed Jaime Martinez, owner of Mt. Carmel Funeral Home in El Paso and Irving, TX. “Pre-need is a good option for these families. It locks in the cost and eases the financial burden. It’s gratifying when we can say to them, ‘This is exactly what your dad wanted, and what’s more, he’s already paid for it.’ That can be a huge comfort for the family.” This sentiment is echoed in Homesteaders’ semi-annual policy owner research. According to findings from our 2015 survey, 100% of Homesteaders policy owners reported some level of satisfaction with their decision to prearrange, and 96% reported that they were completely or very satisfied. Our findings also confirmed that there are many important motivations which prompt a policy owner’s decision to prearrange, including both rational and emotional triggers. Our policy owner survey also shows that emotional motivations – incentives that are based on how a policy owner feels – play an important role in driving the decision to prearrange. These considerations are often fueled by an individual’s desire to fulfill their responsibility to their loved ones, something 97% of our survey participants rate as “extremely” or “somewhat” important. Emotional Motivators More 8 Why do pre-need? part one: pre-need satisfies a consumer demand “ Overwhelmingly, our consumer research suggests that consumers want to have the option to prearrange and prefund their funerals. ” “In today’s world, one of the most caring, loving things someone can do for their family is to go ahead and make those decisions,” observed J. Wells Greeley, President of Wells Funeral Home in North Carolina. “It saves the family the heartache of having to do it at a time when they’re not prepared to do it.” One focus group participant explained that her motivation to prearrange stemmed from a desire to shield her children from the emotional stress of planning her funeral at the time of need. “I told my daughter that we had already done that, and she said thank you,” she recalled. Our focus group studies also find that for many policy owners, the decision to prearrange is fueled by a desire to ensure that their funerals will be accurate reflections of their values and preferences. “I think it’s important to talk to your loved ones and let them know your feelings about the funeral,” said another participant, explaining her preference that “Amazing Grace” be played during the service. “I would feel good if my loved ones knew how I felt.” When asked to stereotype the kind of person who prearranges his or her funeral, focus group participants described individuals who are organized, competent, (continued) intelligent, loving and thoughtful. These same participants recalled feeling smart after completing their prearrangements. “It’s like when you buy a dress on sale. You feel good. You’re saving money. You’re pleased with yourself,” characterized one respondent. Others reported positive feelings of happiness, including relief at having completed the task. Overwhelmingly, our consumer research suggests that consumers want to have the option to prearrange and prefund their funerals, something that is further underscored by the success of our funeral home partners. “When we decided to do full-scale pre-need marketing with Homesteaders, we were surprised to discover our local population was eager to advance plan and fund funerals,” said Dale Groce, co-owner of North Carolina’s Groce Funeral Home. “It turns out our clients did want to arrange their own funerals, and they did want to take the decision making and the burden away from their families.” In the next installment of this series, I’ll explain how pre-need can present opportunities for positive public relations while simultaneously securing future business for your firm. “The families who take advantage of pre-need are absolutely relieved,” explains Dale Groce, co-owner of Groce Funeral Home in Asheville, NC. “It takes a burden off their minds, and it takes a burden of their survivors’ minds.” (L to R: Bill, Scott, Trey and Dale Groce) 9 Executive Insights Dan Lodermeier VP-Field Sales Homesteaders’ industry-leading account executive program provides value to our funeral home customers, reinforcing our commitment to developing mutually beneficial relationships and promoting the value of funeral service. As Vice President of Field Sales, I work to empower the Homesteaders sales team to better serve our customers, providing you with individualized attention and delivering solutions to issues that matter most to you. Because our Account Executives are such an essential part of the services we offer our funeral home partners, we’ve developed processes to ensure that we hire sales experts who share our values. Similarly, funeral home professionals have a lot at stake when seeking new talent to join your staff. In addition to determining which candidates possess the skills and knowledge needed to fulfill the job responsibilities, you also have to identify the people who best fit your funeral home’s goals, values and culture. Using behavior-based interview techniques similar to what we use to select new Account Executives can help you zero in on how candidates will respond to various scenarios in the workplace. These questions delve into how candidates handled specific job-related situations in the past, which will help you decide if their experience and personal characteristics will make them successful members of your team in the future. After all, past performance is often an indicator of future success. Effective use of a behavior-based approach requires the interviewer to structure very pointed questions to elicit responses aimed at determining if the candidate possesses the characteristics and experiences you need. You want to make a good decision based on these pointed questions to ensure that the person offered the position has the best opportunity to succeed. It is important to focus on discovering how an applicant acted in specific employment-related situations. To do this, you need to ask the candidate to describe past behavior and experiences, rather than inviting a list of accomplishments. In general, behavior-based interview questions begin the following way: • Tell me about a time… • Describe to me… • What did you do when… • Give us an example… • How did/do you… • Describe one obstacle… You’ll notice that none of these questions can be answered with a simple “yes” or “no” – rather, successful candidates will need to describe situations and events at length, allowing you to get a more complete understanding of their past experience. It’s important to plan ahead for a behavior-based interview by writing out your questions in advance, taking thorough notes and asking follow-up questions whenever necessary. It’s also a good idea to allow for some silence during these interviews. Often, candidates will fill any gaps in conversation, allowing you to learn even more about their personal and professional background. By mastering behavior-based interview techniques, you’ll be equipped to gather the information you need to hire employees who will add value for your client families, workplace and bottom line. You’ll also learn effective ways to review your new staff members’ progress after they have been hired, so you can help them continuously improve the service your funeral home provides. Check out this short video to learn more. 10
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