Amy Introduces Her Master Class
 

How many client funerals did you attend in the last year? 

How many clients were divorced?  Did they retire? 

How many were affected by dementia? 

When clients are affected by tragedy, illness, or life-changing transitions, you know how to handle the money. But they want more. They want an advisor with the depth, knowledge, and skill to support them in non-financial ways as well. If they don’t get it, they will look for someone else. This training is hard to come by. Until now. 

Join us for a transformative experience as you learn to navigate all your clients’ life transitions, good or bad. Gain tools, skills, and protocols. Serve your clients in ways that others can’t, because they don’t know how. It’s the right thing to do for your clients…and rest assured, it will also be good for your business. 

Enjoy a learning experience unlike any other, a handsome collection of credits, and a new cohort of like-minded professionals. Nice.

JOIN AMY FOR HER MASTER CLASS. 

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

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
847.292.3280

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 for the entire class except for night of leisure Thursday night.

Materials: The cost includes:
  • Our guidebook: No Longer Awkward: Communicating with Clients through the Toughest Times of Life
  • Our book: A Friend Indeed: Helping Those You Love When They Grieve
  • Compassionate Communications: Desktop Reference
  • Priority Actions after a Death
  • A comprehensive class workbook
  • and other support materials to use in the office
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 
  • 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.
  • You need to know how to emotionally attend to a divorcing spouse differently than a widowed spouse.
  • Your clients are aging and you want to make sure you are comprehensively protecting your firm and your client before there is a problem. 
    You have questions about diminishing capacity, what to watch for, the diseases that cause dementia, or what to do when you suspect something is wrong. 
  • You are concerned about the levels of fraud, scams, and financial exploitation that your clients may be susceptible to. 
  • Your clients are touched by suicide and you need to know how to support them. 
  • 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.

What Are My Take-Aways?
  • Fifteen CEUs from the Certified Financial Planner Board of Standards and credits for many other certifying organizations.
  • Knowledge and skills that set you apart in the field.
  • Our comprehensive guidebook: No Longer Awkward: Communicating with Clients through the Toughest Times of Life, Compassionate Communications: Desktop Reference, Priority Actions after a Death, a comprehensive class workbook, and other resources.
  • 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.
USD $1,595.00
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