Initiatives
Leading Boards of Directors to set a three-year Strategic Visioning Plan
WellPointe Advisors designs strategic visioning retreat for a Life Plan Community Board of Trustees to successfully produce a strategic plan with appropriately challenging and meaningful, purpose-filled goals for the next 3 years.
Market Assessments and Consumer Research for Mid-Market Life Plan Communities
WellPointe Advisors conducts market assessment and consumer research for a premier Life Plan Community in South Carolina to expand its mission with a potential mid-market senior living community in York, SC, that is positioned with intergenerational wellness in mind.