Consultant
As the Founder of the Private Client Continuity System™ (PCCS), Dr. Alexis provides strategic consulting to organizations seeking to better serve affluent families, older adults, caregivers, and the rapidly growing longevity market. Drawing on more than 25 years of expertise in gerontology, caregiving, fraud prevention, family preparedness, and consumer behavior, she helps organizations identify emerging opportunities, strengthen client relationships, and develop innovative solutions for an aging world.
Dr. Alexis works with financial institutions, wealth management firms, family offices, healthcare organizations, insurers, nonprofits, and consumer brands to create products, services, educational initiatives, and client experiences that address the practical realities of longer lives and life’s unexpected transitions. Her consulting focuses on helping organizations understand not only the demographic trends reshaping society, but also the real-world challenges families face before, during, and after a health crisis, cognitive decline, disability, or the loss of a loved one.
Whether advising on client experience, strategic planning, thought leadership, educational programming, or the development of continuity-focused services, Dr. Alexis brings a unique combination of academic expertise, entrepreneurial innovation, and practical experience. Her work helps organizations better support their clients while creating meaningful, long-term value.
The following case studies highlight a sample of Dr. Alexis’s consulting engagements across both B2B and B2C organizations.
Case Studies
As the consumer expert spokesperson for the Humana Walmart-Preferred Rx Plan initiative Dr. Alexis was featured in an extensive internet media tour, in-depth social media outreach, video Q&A and tips news release discussing the topic of signing up for Medicare Part D and the impact this program has on caregivers, boomers and seniors. She also worked with their PR team to determine impactful positioning specifically designed to showcase the benefits of the Humana Walmart-Preferred Rx for the eligible mature population.
Dr. Alexis strategized with Delta’s marketing and branding team on the development of the Delta frequent flyer program for mature adults. Helped produce a business plan and marketing/advertising collateral related to the program and played a very active role in the launch of the initiative. Dr. Abramson served as the mature program spokesperson by disseminating vital information to the community, consumers and media.
Dr. Alexis has collaborated with AARP on numerous projects over the past two decades, most recently serving as AARP’s Entrepreneur-in-Residence. In this capacity she played a key leadership role in overseeing the launch of the AARP Innovation Lab. Dr. Abramson also developed a successful revenue-generating product line, created a comprehensive five-year business plan, managed financials, sales, and marketing, and spearheaded the overall strategy from R&D to full-scale execution. Her prior responsibilities with AARP include developing and implementing a strategic plan for the AARP Seal of Approval, hosting frequent online discussions on aging issues, serving as on-air talent for AARP-produced programs, and consulting on product selection and distribution for the organization’s portfolio.
Dr. Alexis served as the 50+ consumer spokesperson for the company. Responsibilities included being featured in extensive internet/satellite media tours, in-depth social media outreach, created ongoing white papers, video taped Q&A and tips, provided quotes for news releases discussing the designated topic and the impact this program has on caregivers, boomers and seniors, etc. She was also featured as the aging expert in an ongoing Philips sponsored PSA dedicated to creating 50+ friendly environments in cities around the country.
Dr. Alexis developed a quant/qual survey focused on longevity, uncovering key insights for the Bank of Montreal’s Wealth Institute. Analyzed the data and communicated the findings through a comprehensive report, consumer white paper, and compelling infographics. Created and delivered a multimedia presentation at over 60 events, actively engaging both internal and external stakeholders with valuable insights about successful aging. In addition, Dr. Alexis played a key role in developing, launching, implementing, and promoting the BMO Private Bank enCircle® caregiving program. BMO enCircle is a distinctive resource designed to guide clients through the complex financial, legal, emotional, and health decisions involved in creating an eldercare plan—whether for an aging loved one or for their own future well-being. As the primary spokesperson for the program, Dr. Abramson contributed a wide range of original content, including blogs, podcasts, and the “Dr. Alexis” Q&A column. She also produced ongoing white papers, a multi-topic caregiving video series, eldercare resource guides, and delivered both internal and external presentations. Additionally, Dr. Abramson served on the BMO enCircle Board of Advisors.
Dr. Alexis developed the CENTURY 21 MatureMoves program for the CENTURY 21 Real Estate Corporation. The CENTURY 21 MatureMoves program was designed especially for agents who are targeting baby boomer buyers. Designed the program and trained CENTURY 21® ˜Mature Moves Professionals™ to understand the psychological, physical and physiological needs of boomer adults and become specialists in finding the right type of housing to meet those needs. Dr. Alexis implemented and launched the program (with Dr. Joyce Brothers) at the CENTURY 21 annual conference and served as keynote speaker for that conference.
As the spokesperson for the Duracell EasyTab hearing aid battery, Dr. Alexis was featured in numerous satellite media tours and video news releases discussing the topics of design and gadgets for boomers/seniors. She also worked with Duracell executives and their PR team on an ongoing basis to identify innovative, unique positioning specifically designed to showcase the benefits of the Duracell EasyTab battery for the mature population.
Dr. Abramson strategized with the marketing department and contributed original concepts in an effort to help Subway capitalize on the growing baby boomer demographic. She oversaw all 50+ targeted marketing and advertising materials and suggested changes that would enhance the acceptance by this growing market. In addition, Dr. Alexis reviewed menu items and suggested food choices and portion sizes that were deemed boomer-friendly. She also conducted numerous training seminars in an effort to educate employees and franchisees about the specific needs of the mature market population.
Based on her deep understanding of the needs of the low-hearing market, HearingLife engaged Dr. Alexis to help enhance their 50+ focused content and marketing strategies. As the spokesperson for company she helped launch the Hearing Life ‘Dr. Alexis Senior-Friendly‘ certification program and was featured in many national media campaigns and educational video series in an effort to raise brand awareness and disseminate vital information to the low-hearing market and their companions.
Dr. Abramson designed and implemented the ‘Dr. Alexis Arthritis-Friendly’ product selection and format for their website. She also served as a consultant and columnist for the various Foundation publications on issues ranging from Arthritis-Friendly products to everyday living with arthritis. Dr. Alexis conducted seminars in-house (and on their behalf externally) discussing how to deal with family members suffering from arthritis and arthritis related issues.
Dr. Alexis assisted in creating marketing/advertising pieces and chose a specific product line that would effectively appeal to the 50+ market. She spent extensive time with the executive team clarifying the needs of this market and assisted in repositioning their brand and specific product-lines to capture the baby boomer adult segment of the population.