Amy Introduces Our Master Class

Advance your personal and professional goals as you learn in the company of other professionals and away from the distractions of the office. Earn 15 CEUs from the CFP Board of Standards. A learning experience unlike any other A handsome collection of credits. A new cohort of like-minded professionals. Nice.
This Training Session is For You if:
  • You have clients going through illness, death, divorce, job loss, market collapse, or major transition, and you want to serve them in ways most advisors don't.
  • Your stomach churns and you feel awkward at visitations, funerals, or post-death appointments, when greeting a terminally ill person or delivering a death claim check.
  • You think you do a better than average job comforting clients in transition, but you'd like to take your skills up a notch.
  • You attended a one- or two-hour Corgenius session at a conference or event and wished you had more time.
  • You want to do things that are good for your clients and also happen to be very good for client retention and referrals.
  • You have the courage and tenacity to face topics that others avoid in order to grow both personally and professionally.

This is a transformative and intensive learning experience. Through lecture, written exercises, and targeted role play, learn and effectively integrate Corgenius training and protocols that can dramatically improve your practice. At the same time, gain a nation-wide network of partners for sharing best practices as you engage in directed table talks and informal conversational periods. Come away prepared to walk your clients through the toughest times of life. Distinguish yourself from other advisors who don't know what you know, retain clients for life, and increase referrals.

Professional Skills for Client Life Transitions
USD $1,595.00
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Date/Time: September 13 - 15 in 2017

1:00 p.m. to 5:00 p.m. on Wednesday
8:00 a.m. to 5:00 p.m. on Thursday
8:00 a.m. to 3:00 p.m. on Friday

Place: DoubleTree by Hilton in Rosemont
10 to 20 minutes by complimentary shuttle from O'Hare airport
5460 N. River Road
Rosemont, IL 60018

Ask for the Corgenius discount rate when you REGISTER HERE. You must book your room 21 days in advance to receive the Corgenius discount rate.
Our Phone: 847.882.3491, extension 2

Meals: All meals and beverages included fro the entire class except for night of leisure Thursday night.
Materials: The cost includes our comprehensive guidebook: No Longer Awkward. Communicating with Clients through the Toughest Times of Life, Compassionate Communications: Desktop Reference, Priority Actions after a Death, and the class workbook.

Discount: Enjoy a 10% discount when you register 2 or more people from the same company. Enter the number of registrants in 'quantity' and click 'update' to see the discounted per-person cost.
A Partial List of Topics Covered 
  • How your administrative assistant should answer the phone when a grieving client calls
  • In-office skills when a client in transition comes in for an appointment
  • Knowledge of grief and how it affects a client’s decision-making and behavior
  • Particular tips to keep in mind when working with divorced or widowed women
  • What to say when you go to the services after a client or client’s family member dies
  • How to write a condolence card, plus how and when to write notes or call for the first year and beyond
  • Education about dementia
  • Office protocols to put into place before, during, and after a diagnosis of diminished capacity
  • Documents that protect you, while allowing your client to pass on a financial and non-financial legacy
  • Ways to connect to the next generation meaningfully
  • How to support clients when they get a serious or terminal diagnosis
  • Inviting attendees and conducting a family meeting
  • Handling the difficult but increasingly common situations like suicide or violent death
  • Procedures that position yourself as the go-to advisor for the client and the client’s family
What Are My Take-Aways?
  • Fifteen CEUs from the Certified Financal Planner Board of Standards and credits for many other certifying organizations.
  • Knowledge and skills that set you apart in the field.
  • A copy of our comprehensive guidebook No Longer Awkward: Communicating with Clients through the Toughest Times of Life.
  • A nation-wide network of non-competing professionals for sharing best practices.
Participation limited to 20 people.

Ground transportation to and from O'Hare provided by hotel shuttle.