Gain Insight and Skills to Support Clients in Surprisingly Effective Ways

As the business environment becomes increasingly relationship-centric, advisors and consultants must be able to appropriately interface with clients on a professional as well as personal level.  

Our training builds on the skills you’ve developed over your lifetime and helps you leverage them to support clients experiencing death, widowhood, divorce, a serious diagnosis, aging, empty nest, retirement, and all the other major transitions of life.

Live Teaching
We teach our  various classes to a wide array of corporations, conferences, associations, study groups, and private office engagements. We teach each module in one, two, and three-hour versions perfect for any keynote or breakout workshop slot. All are certified for CE credits through the CFP Board of Standards. These sessions receive rave reviews from clients such as LPL, Schwab, NAPFA, Advisor Group, FPA, Wells Fargo, Great West, London Life, and more.

We also combine these modules into in-depth training sessions ranging from a half-day to three days. These are perfect for a pre-conference workshop or any time you wish your advisors to acquire more in-depth knowledge. In these longer formats, we incorporate role-play, targeted written exercises, and group work that equip attendees to fully implement the lessons.
Client Appreciation Events

Individual advisors and firms look for unique topics when they host client seminars and appreciation events. What client doesn’t want to know how to help someone they love who is grieving? Who is unconcerned about dementia, including signs to look for and how to protect themselves ahead of time? These sessions are ideal for widening the invitation to clients’ families, friends, and associates, increasing the chance of referral business.

As always, we make things easy by providing professionally designed invitations customized with the firm’s logo, colors, and event details.

Click here for a descriptions of our client appreciation events.

Please ask us for referrals to the many of our clients who have hired us to speak to their clients.

Our Two-Day Master Class
Join us in Chicago for our oft-requested "intensive" class. You learn in-office skills no other company teaches quite like us, gain new insights into how to best work with your clients, and have fun meeting some very special professional colleagues.

The Gravity of Good Business

The people that learn from us all have one thing in common—they know that the empathetic bond and rapport they establish with a grieving client is crucial to creating the trust and long term loyalty upon which good business is based. They know that there are helpful ways to support grieving clients and want to learn the art and science of grief support.

People everywhere are hungry for community, for understanding, and for stable and loyal relationships. We live in such a mobile, transient society. People gravitate toward anything, even service providers, that give them a sense of security, anything they believe they can trust, anything which can legitimately hold their loyalty.

It would be nice if they gravitated to you.