Clients For Life
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
U.S. News and World Report selects Amy's book "No Longer Awkward" as #10 in its list of "The 15 Best Finance Books for Financial Professionals."
U.S. News and World Report selects Amy's book "No Longer Awkward"
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.
Oakbrook Asset Management
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
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
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
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 [email protected]
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 [email protected]
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.