James Lee

James Lee James Lee is an influencer

CEO & Co-Founder at Bella Groves | Creator & Co-Founder of Think Tank | Keynote Speaker | Senior Living Business Coach and Consultant | Level Up podcast host | McCombs MBA

San Antonio, Texas Metropolitan Area
11K followers 500+ connections

About

I have been in the senior and aging services profession for 16 years. If I'm lucky, I'll get to do this for a very long time alongside some amazing people throughout this industry. In 2021, I transitioned from successful work in established senior living organizations to launch three interrelated endeavors: a senior living operating company, a consulting firm, and a leadership podcast (and associated content). The bottom line: I want to carve my own path of serving this industry, and I want to help others to do the same.

BELLA GROVES - CEO & Co-Founder: We are a care education company developing dementia training for family caregivers, a coaching service to guide families in their care for loved ones, and a 32-bed dementia care residence that serves as the hub of learning and modeling care. Our tagline and guiding star is Unconditional Joy™.

BEAR WISE - Owner: We are an executive coaching and consulting firm, specializing in leveling up existing and emerging small businesses in the senior living space. Developer of the Go With The F.L.O.W.™ dementia approach and care methodology. Developer and Producer of the Senior Living Think Tank event and workshop.

LEVEL UP LEADERSHIP PODCAST - Creator and Host: a podcast dedicated to sharing self-growth and development ideas and techniques to become the best Head + Heart™ leader you can be in a service oriented profession. I write a newsletter on LinkedIn and am a frequent guest speaker on industry channels, shows, and conferences.

SPEAKER - I have been delighted to contribute to industry thought leadership through conferences, webinars and organizational leadership development events. I speak on topics of leadership, strategy, and innovation in senior living. The speaking engagements are rooted in storytelling, data, and inspiring action. Please let me know about your Keynote Speaker needs, and I'll tailor my engagement to anchor your event to a shared, central message.

I'll end on my favorite quote and words I try to live by every day: "We are what we repeatedly do. Excellence, then, is not an act but a habit."​ - Aristotle.

Serve well, my friends. Live your legacy today.

@seniorlivingguy (FB, IG, LI)

Services

Articles by James

Contributions

Experience

  • Bella Groves Graphic

    CEO and Co-Founder

    Bella Groves

    - Present 3 years 7 months

    San Antonio, Texas Metropolitan Area

    Bella Groves is a membership based dementia care and training organization based in San Antonio, Texas. We believe that dementia care and support isn't just a place. It is a service.

    As a co-founder and the CEO of Bella Groves, I lead the organization in setting a bold vision for changing how families in central Texas affected by dementia are supported through a foundation of education. We are beginning with the opening of a 32-bed dementia care residence in north San Antonio…

    Bella Groves is a membership based dementia care and training organization based in San Antonio, Texas. We believe that dementia care and support isn't just a place. It is a service.

    As a co-founder and the CEO of Bella Groves, I lead the organization in setting a bold vision for changing how families in central Texas affected by dementia are supported through a foundation of education. We are beginning with the opening of a 32-bed dementia care residence in north San Antonio (Bulverde) as the hub of services, which include dementia training, care coordination services, and other learning products aimed at helping families to better care for their loved ones AT HOME.

    It is long past time that families receive the full breadth of our profession's know-how, not just at the end of their journey with dementia but from the very beginning. Here's to more than a "long goodbye." Here's to Unconditional Joy.

  • Think Tank Graphic

    Creator and Co-Founder

    Think Tank

    - Present 3 years 1 month

  • Bear Wise Consulting Graphic

    Founder and Owner

    Bear Wise Consulting

    - Present 4 years

    United States

    Bear Wise Consulting is a strategy and innovation consulting firm for existing and emerging businesses who serve older adults.

    Our clients lead change in their respective domains and are proactively creating bold initiatives to meet their audience's evolving expectations and preferences. Bear Wise supports senior housing operators, SAAS companies, and new entrants to the senior living space who believe this the right moment to create compelling solutions, products, and services for…

    Bear Wise Consulting is a strategy and innovation consulting firm for existing and emerging businesses who serve older adults.

    Our clients lead change in their respective domains and are proactively creating bold initiatives to meet their audience's evolving expectations and preferences. Bear Wise supports senior housing operators, SAAS companies, and new entrants to the senior living space who believe this the right moment to create compelling solutions, products, and services for seniors.

    The firm also specializes in education and mentorship services for operations leaders who want to advance their Head + Heart skillsets and approach to leadership.

    In an industry known for achieving its highest levels of success by "doing good" for others - Bear Wise Consulting has a clear yet profound joint venture with its clients: "Be Great at Good.

  • Legacy Project Studios Graphic

    Founder and Creative Director

    Legacy Project Studios

    - 6 years 1 month

    Greater New York City Area

    We develop, film, and produce short and full length documentaries to preserve people's stories. Our company specializes in interviewing seniors but also serves anyone who wishes to commemorate a special memory or occasion through video, photography or writing.

    We welcome the opportunity to hear any ideas you have for a story that would be meaningful for you to record and preserve.

    You tell your story. We’ll preserve it.

  • Aventine Senior Living Graphic

    Corporate Director of Sales

    Aventine Senior Living

    - 9 months

  • Sagora Senior Living Graphic

    Executive Director Specialist

    Sagora Senior Living

    - 10 months

    San Antonio, Texas Area

  • Brookdale Graphic

    Executive Director

    Brookdale

    - 2 years

    San Antonio, Texas Area

    In overseeing the day to day operations of Brookdale San Antonio, an Assisted Living and Memory Care community, I serve and support a team of purpose driven people working to enrich the lives of senior adult residents and their loved ones.

  • Silverado Care Graphic

    Vice President of Training, Sales

    Silverado Care

    - 7 months

    Orange County, California Area

    Responsible for evaluating and developing sales training curriculum and initiatives across Silverado's three service lines.

  • Brookdale

    Brookdale

    4 years

    • Brookdale Graphic

      Sales Learning and Development Specialist

      Brookdale

      - 3 years

      northeast division

      As a Sales Learning Specialist (SLS), I endeavor to serve Brookdale's future residents and loved ones by enabling sales professionals to learn and excel at building meaningful relationships.

      - Lead author and project manager of “School of Sales” orientation and training curriculum for Brookdale, post-merger. As a team, we developed a relationship-based sales training system, with all of the associated training content, LMS coursework, learner/coaching guides, presentation assets…

      As a Sales Learning Specialist (SLS), I endeavor to serve Brookdale's future residents and loved ones by enabling sales professionals to learn and excel at building meaningful relationships.

      - Lead author and project manager of “School of Sales” orientation and training curriculum for Brookdale, post-merger. As a team, we developed a relationship-based sales training system, with all of the associated training content, LMS coursework, learner/coaching guides, presentation assets, and post-learning assessment tools.

      - Subject Matter Expert (SME) and the team’s liaison to the Instructional Design department in creating two editions of an internally used website (Microsite) for delivering sales training curriculum to the field.

      - Member of Learning Impact Team, which helped, in part, to structure the framework of L&D, prioritize learning initiatives, and provide direction for the department.

      The SLS role resonates with me deeply, because I have great latitude for creativity and self-direction while working as part of many different teams. The most meaningful element of the job for me is evoking reflective "aha moments" in trainees (and myself) as we come to a closer understanding of how to serve others through sales.

      [April 2013 - August 2014: Sales Training Specialist with Emeritus Senior Living (pre-merger)].

    • Brookdale Senior Living Graphic

      Director of Sales and Marketing

      Brookdale Senior Living

      - 11 months

      The Summit Lakeway

      The Summit Lakeway offers a continuum of care ranging from Assisted Living, Dementia & Alzheimer's Care, to Skilled Nursing & Rehabilitation. The scope of responsibilities include building and maintaining occupancy or census for all levels of care within the community. Hired and trained for all three sales support positions: Retirement Counselor, Admissions Coordinator, and Clinical Transitions (Nurse) Liaison.

      Time is divided between supporting each of the sales positions and…

      The Summit Lakeway offers a continuum of care ranging from Assisted Living, Dementia & Alzheimer's Care, to Skilled Nursing & Rehabilitation. The scope of responsibilities include building and maintaining occupancy or census for all levels of care within the community. Hired and trained for all three sales support positions: Retirement Counselor, Admissions Coordinator, and Clinical Transitions (Nurse) Liaison.

      Time is divided between supporting each of the sales positions and developing a network of professional referral sources including but not limited to acute care facilities, physician offices, realtors, churches, and other senior living care providers. Other responsibilities include budget maintenance, advertising, marketing and event planning to drive visibility, and developing a positive sales culture within the community.

    • Brookdale Senior Living Graphic

      Sales Specialist

      Brookdale Senior Living

      - 3 months

      East Division - Rhode Island Assignment

      Provide community-based sales support and coaching to the sales leadership team. The sales specialist position typically offer support to communities with a vacant sales manager position or experiencing occupancy challenges. Scope of responsibilities or objectives can vary depending on the unique needs of the community. Typically, the sales specialist helps to drive occupancy gain by focusing on direct sales, i.e. making sales calls to increase the volume of visitors and lead tours and…

      Provide community-based sales support and coaching to the sales leadership team. The sales specialist position typically offer support to communities with a vacant sales manager position or experiencing occupancy challenges. Scope of responsibilities or objectives can vary depending on the unique needs of the community. Typically, the sales specialist helps to drive occupancy gain by focusing on direct sales, i.e. making sales calls to increase the volume of visitors and lead tours and follow up efforts to close sales.

  • Emeritus Graphic

    Sales Training Specialist

    Emeritus

    - 1 year 5 months

    NE Division

    I credit Emeritus and its leadership, both in and out of Learning & Development, for helping me to shape my affinity and regard for helping others through learning. As a sales trainer, I partnered with divisional leaders (VPs of Operations, Clinical, and Sales) to assist in recruitment/interviews of sales candidates, on boarding and orientation of new associates, delivering sales trainings, conducting site-visits to observe and model skills, and coordinate with local teams to support ongoing…

    I credit Emeritus and its leadership, both in and out of Learning & Development, for helping me to shape my affinity and regard for helping others through learning. As a sales trainer, I partnered with divisional leaders (VPs of Operations, Clinical, and Sales) to assist in recruitment/interviews of sales candidates, on boarding and orientation of new associates, delivering sales trainings, conducting site-visits to observe and model skills, and coordinate with local teams to support ongoing development at the completion of orientation.

    With support from the VPSM, I created and facilitated a Sales Training event to all communities in the division within a six-week span. This rigorous training schedule was worthwhile, because it provided a consistency in a shared/timely learning experience, taught sales methods and practices, and delivered coordinated expectations. The "Power of You" training was unique in its utilization of behavior-models (i.e. Trust, Understanding, Relationships) to construct the framework of the skills to practice.

  • Brookdale Senior Living

    Brookdale Senior Living

    4 years

    • Brookdale Senior Living Graphic

      Director of Sales & Marketing

      Brookdale Senior Living

      - 2 years

      Austin, Texas Area - The Heritage Gaines Ranch

      The Heritage Gaines Ranch offers Independent Living and Assisted Living, including ancillary services such as Personalized Living, Home Health and Outpatient Therapy. During this time I served as the Sales Counselor and was subsequently promoted to Sales & Marketing Director.

      Achieved 100% occupancy through steady dedication to our community's sales process and helping to develop a positive sales culture within the community. Work closely with the Executive Director and Regional…

      The Heritage Gaines Ranch offers Independent Living and Assisted Living, including ancillary services such as Personalized Living, Home Health and Outpatient Therapy. During this time I served as the Sales Counselor and was subsequently promoted to Sales & Marketing Director.

      Achieved 100% occupancy through steady dedication to our community's sales process and helping to develop a positive sales culture within the community. Work closely with the Executive Director and Regional leadership team to implement an effective sales and marketing strategy. Planned and executed lead-generating marketing events.

      Hired and trained for both sales support positions: Retirement Counselor and Marketing Coordinator; provided transitional support to the incoming Director of Sales & Marketing.

    • Brookdale Senior Living Graphic

      Director of Lifestyle Programs

      Brookdale Senior Living

      - 1 year

      Austin, TX - The Heritage Gaines Ranch

      Responsible for creating, implementing, and executing life enrichment programs for all residents and prospective residents. Worked closely with the sales and marketing team to promote the community through events.

      Managed budgets to reduce monthly expenses while increasing meaningful programs for residents and their families. Regarded as a community that helps residents to maintain their independence, I helped to position the Lifestyle (Activity) Department as a major partner in our…

      Responsible for creating, implementing, and executing life enrichment programs for all residents and prospective residents. Worked closely with the sales and marketing team to promote the community through events.

      Managed budgets to reduce monthly expenses while increasing meaningful programs for residents and their families. Regarded as a community that helps residents to maintain their independence, I helped to position the Lifestyle (Activity) Department as a major partner in our marketing efforts. Developed a broader scope of enrichment opportunities for residents to focus not only on social activities but also emotional, physical, spiritual, purposeful and intellectual pursuits.

      Provided transitional support to the incoming Director of Lifestyles.

    • Brookdale Senior Living Graphic

      Concierge & Care Associate

      Brookdale Senior Living

      - 1 year

      Austin, Texas - Heritage Gaines Ranch

      Introduced to the senior living industry through this entry level position as a weekend concierge. The concierge would handle an array of duties to support the operations and sales & marketing teams. Often the source of first impression for the community, by phone or in person, the concierge would help residents, families, and other customers to experience The Heritage Gaines Ranch in a positive way.

      Concurrently served the community in another position as a resident care associate.…

      Introduced to the senior living industry through this entry level position as a weekend concierge. The concierge would handle an array of duties to support the operations and sales & marketing teams. Often the source of first impression for the community, by phone or in person, the concierge would help residents, families, and other customers to experience The Heritage Gaines Ranch in a positive way.

      Concurrently served the community in another position as a resident care associate. Responsibilities ranged from providing direct care services, such as bathing and dressing assistance to companion support. Provided training to new care associates and supported the care services manager in administrative duties.

      These two positions, although held briefly, helped to shape my appreciation for the senior living industry and sparked my passion for serving seniors.

  • Real Estate Consultant

    Pyles Whatley Corporation

    - 2 years

    Dallas, TX

    Provide valuation services related to residential and commercial real estate property.

Education

Volunteer Experience

  • Hands 4Life Graphic

    Board Member

    Hands 4Life

    - Present 2 years 6 months

    Social Services

    I support Hands 4Life as an advisor to the organization in fulfilling its mission to develop intergenerational centers in developing countries to bring together orphaned children and seniors.

    Initial projects are in Honduras and Nigeria.

  • Hands 4Life Graphic

    Board Member

    Hands 4Life

    - Present 2 years 6 months

    Social Services

    I support Hands 4Life as an advisor to the organization in fulfilling its mission to develop intergenerational centers in developing countries to bring together orphaned children and seniors.

    Initial projects are in Honduras and Nigeria.

  • Texas Assisted Living Association  Graphic

    Committee Member

    Texas Assisted Living Association

    - Present 3 years

    Health

    I’m proudly serving the Texas Assisted Living Association as a committee member for Workforce Development.

Skills

Courses

  • Art & Science of Negotiation

    -

  • Corporate Restructuring and Turnaround

    -

  • Financial Accounting

    -

  • Financial Management

    -

  • Leading People and Organizations

    -

  • Legal Environment of Business

    -

  • Managerial Accounting

    -

  • Managerial Economics

    -

  • New Venture Creation

    -

  • Operations Management

    -

  • Statistics

    -

  • Strategic Management

    -

Honors & Awards

  • Alumni of the Year

    Alice Independent School District

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