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Clients for Life

When someone you serve is grieving you can do what most people do: Stick to the jargon of your profession and only focus on business needs. Or awkwardly stammer over tedious, stock comfort phrases. Result? You unintentionally alienate those you serve.

Or, we can teach you powerful skills to effectively walk your clients through the toughest times of their lives and distinguish yourself from "most people". Result? Now you've got a client for life, and you've got their friends, families, and associates. Read More

Corgenius' influence stretches across the Financial Services industry. Traveling the world to train professionals to effectively support clients in transition, we shine a light on the topics of grief, loss, aging, and life transition.

As the population ages, our practical, insightful training is crucial to doing the right thing for clients, retaining business across generations, and attracting new business from competitors lacking this essential education.

With knowledge based in thanatology (grief education), psychology, sociology, and neurology, Amy has worked with over 2,000 grieving people, served as adjunct faculty in universities, and taught thousands of professionals. Ken brings decades of corporate and human resources leadership, coaching expertise, and psychological know-how to Corgenius. Their combination of advanced education and complementary experience generates unique and spot-on training on how your clients want you to support them during life transitions.

More Awards...

A Profound Impact on Advisors and Their Clients

With insight and skill, we help advisors take highly emotional topics and break them down into accessible knowledge and actionable steps. Our goal is to help you serve your clients in ways that others are simply unequipped to do.

Oak brook Asset Management Corp

Learning to Support Grieving Clients

"I learned a lot from Amy that has helped me both professionally and personally. Friends and family have lost loved ones, and I have been more prepared to support them through those transitions. Read More Alternate Text

Telemus

Enriching the lives of our clients through a better, more compassionate overall service experience

"My work with Amy has made me a more confident advisor. I’m now more comfortable having emotional conversations, asking open-ended questions, and sharing my stories and life experiences freely." Read More Lauren Genuardi

Keynotes and Workshops That Educate, Motivate and Empower

When there is a death in a client’s family, do you say “I’m so sorry” like everyone else, or do they you know how to provide genuine comfort? Are you prepared to support an aging client showing signs of diminished capacity?

As the client base ages, knowing how to support clients in transition plays a surprisingly large role in building the trust and confidence that is the foundation of lasting client relationships.

Internationally recognized as an inspiring and knowledgeable speaker, Amy Florian offers practical insight on how to work with clients in transition and serve them in ways that benefit your clients, their families, and your firm. Read More

An Indispensable Guidebook for Professionals Serving Clients Through the Transitions of Life

“After reading this book, it may very well be that you are the only person in the client’s life who truly knows how to properly communicate with a grieving individual – knowing what to do is so important when it comes to helping a client cope and eventually heal.” - Lee Bernstein, Business Manager; Eley-Graham Financial Advisory Services.

Life transitions put money in motion. Seventy percent of new investments and referrals result from transitions like birth, death, divorce, dementia or serious diagnosis, and retirement.

Thousands of financial professionals compete for this business, touting their skill in investing money, minimizing taxes, utilizing insurance, and coordinating estate planning. Those who succeed in getting the business have one additional skill: They understand the grief triggered by every life transition, and they know what to say and do to effectively support clients through the process. This guidebook is the definitive resource for professionals who work with clients in transition.

Compassionate Communications: Desktop Reference for Times of Transition

This sturdy twelve-page guide gives you just-in-time refreshers of artful and compassionate things to say (and not say) when clients navigate life transitions, loss, death, and grief. Keep it on your desk to help you serve people well and build relationships and loyalty during life’s toughest moments.

The document includes:

32 Effective Questions to Ask During Life Transitions
26 Compassionate Things to Say in a Client’s Toughest Times
Ways to Acknowledge the Mixed Experience of Positive Transitions
Phrases to Avoid When Offering Support or Comfort
10-Step Protocol for Attending Services After a Death

For discounts on bulk orders contact us at hello@corgenius.com.

Priority Actions after a Death Occurs

This four-page reference checklist gives the most important financial and non-financial things a person needs to need to do in the days and months after the death of a loved one. Available in sets of 10 copies, give one or more to your client's family. It also functions as an easy tool for assessing ways the firm can most effectively help clients accomplish those tasks. Make a difference for your clients when they need it the most.

For discounts on bulk orders, or for information on branding the list with your company logo and information, contact us at hello@corgenius.com.

Can You Do More to Support Clients Dealing With Illness, Death, Divorce, Job Loss, or Other Major Transitions?

Learn powerful skills to effectively walk your clients through the toughest times of their lives. Held twice a year, our 2-l/2-day intensive training seminars teach practical skills to keep clients for life – and win the respect of their friends, families, and associates.