Great ideas grow even stronger with market-based research, design and strategic planning.
What’s your starting point? • • • • •
Strategic Visioning & Planning
It all begins with an idea. You’re considering opportunities to expand your mission-reach through campus expansion, new products or services. Whatever the starting point, we’ll test the ideas and present the data to create a strategic plan, driven by market research and objective feasibility.
Product & Service Line Development
Successful Life Plan Communities are meeting the needs of today’s maturing adults through innovative strategies that feel more like communities without walls. From Home Health Services to CCRCs at Home, the opportunities to expand services and increase revenue are many.
Marketing, Branding & Sales
Success is achieved with a strategy that provides a clear roadmap and timeframe. In addition to setting major objectives, goals and metrics, our starting point includes a marketing and sales audit, brand study, sales-team training and coaching, and a comprehensive multi-year plan.
Project Planning & Management
The complexity of a new project can feel overwhelming. You can rely on WellPointe to serve as your main point of communication, coordination and facilitation of all efforts related to the planning, development and accountability of your project. From coordinating team meetings, preparing minutes and tracking assignments, we’ll provide direction and management of your Professional Development Team to maintain your project’s momentum and implement your decisions and directives.
Board Development
The business of serving on a Life Plan Community board of directors has become just that – a business. Strong boards provide sound advice and guidance to the organization’s business while casting a strategic vision for the future so it can extend its mission and services to more people. WellPointe insight, leadership development and passion for strategic wellness will inspire boards to maximize their effectiveness in board recruitment, leadership, decision-making and successful outcomes.
Building a Culture of Philanthropy
Healthy organizations invest in the well-being of society. You have an inspiring mission that has the potential to serve more people and help them live well. There are others who want to join your efforts. This partnership of shared values has the power to make a difference through Philanthropy. WellPointe can support the full breadth of your fundraising activities, including annual giving, planned giving, major gift programs, and special funding projects to help establish, build or strengthen your philanthropy program to accomplish the good you envision.
Your Pointe Persons
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David R. Ratchford
PRINCIPAL POINTE PERSON
David is the Principal of WellPointe Advisors, LLC and was President of Spectrum Consultants, Inc., which he founded in 1978. David sold Spectrum to three of the associates in 2018. In January 2020, David created WellPointe Advisors LLC to help organizations, particularly in the senior living industry, adopt a holistic wellness approach to every aspect of their products, services and mission. As a specialized advisory services firm, WellPointe works with senior living organizations in board development, strategic visioning, product and service-line development, marketing and sales audits and consulting, project planning and oversight of project implementation. David has worked with 300+ senior living organizations in 40 states. He is a graduate of the University of South Carolina’s Darla Moore School of Business with degrees in Finance, Real Estate and Marketing. He is married to his high school sweetheart, Patty Owen Ratchford, and has two daughters and six grandchildren. David is an active volunteer and serves on boards of many notable not-for-profit organizations.
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Michelle Melton, CFRE
VP MARKETING & PHILANTHROPY
Michelle joined WellPointe Advisors, LLC in 2021 to offer 20+ years of successful leadership and experience in non-profit marketing, communications, and advancement in the fields of education, healthcare, and children/family services. Believing that great things happen when people work together, Michelle helps leadership teams identify the unique qualities and characteristics that position their organization to carry out its mission with confidence, consistency, success … and heart. Her expertise and passion for brand development, communication strategies, fundraising and donor stewardship have been integral in shaping and fostering viable, prosperous, healthy, and well communities. Michelle is a graduate of Frostburg State University in Maryland, with graduate studies in music and theology. She is a Certified Fundraising Executive with past board membership of the Triad Chapter of Association of Fundraising Professionals and currently volunteers with other non-profit organizations that seek to build strong communities by helping people reach their full potential.
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WellPointe Associates
To customize our services to fit the needs and aspirations of your organization’s project, WellPointe Advisors will call on the expertise and support of additional WellPointe associates and consultants who are partners in the implementation of your unique plan. These nationally recognized experts expand WellPointe resources to include research, analysis, and product and service line development in specialty areas including:
Life Plan Community Operations
Home Health Care Agencies
Condo-CCRC’s,
Assisted Living Communities
Short-term Rehab Centers
Memory Care Facilities
Skilled Nursing Centers
Wellness Facilities
Concierge Physician Clinics
Market Feasibility Analysis
Market Demographic Needs Studies
Consumer Research
Model development and Technical Support for Community Residential Plans
Healthcare Informatics
Workforce Engagement
Holistic Wellness Programs