Corgenius
We’ve often talked about the need for increased research directed at Alzheimer’s disease. This dreaded illness is affecting more than 5 million people in this country, and therefore many multiples of that number of family members. How can we slow, stop, or cure this disease? 


One thing you can d...
03.28.20 12:30 PM - Comment(s)

When your client is grieving the death of someone significant, how do you distinguish between normal deep grief and a situation where they need professional help? It is important first to understand that the majority of people navigate their way through grief without major dysfunctions. But tha...

03.27.20 09:09 PM - Comment(s)

Throughout the year, we share our insights and expertise in a variety of ways from teaching at conferences to writing for industry publications to offering our Master Classes.

Considering the abundance of information you deal with every day, you’ve probably missed some of our recent articles. We...

03.27.20 09:08 PM - Comment(s)

No matter their age, it is always tragic for a child when a parent or other significant person dies. It is particularly difficult because so few people know how to accompany a grieving child, and so few of their peers have any experience or wisdom to draw on to help.


These are two recently publis...

03.27.20 09:03 PM - Comment(s)
There is recent research on Alzheimer’s disease that you may wish to share with your clients. Scientists have isolated a new variation of dementia that mimics Alzheimer’s disease. They call it LATE, because it doesn’t manifest itself until people are in their 80’s. Yet it is far more widespread than...
03.27.20 09:02 PM - Comment(s)

When Clients Want More Than Your Financial Expertise

In this day and age, financial expertise alone is insufficient to gain and retain clients. Clients expect more. They want you to understand their personal experience, and be equipped to walk them through whatever life throws at them.


Truth is, for ...

03.27.20 09:01 PM - Comment(s)
Life happens, and we are not in control. I learned this lesson yet again last month when I tripped over some fencing and fell hard onto concrete. The impact broke a crucial bone in my hip, and a few weeks later I had a total right hip replacement. This was not in my plans. 


As the news got out, ...
03.27.20 08:59 PM - Comment(s)
For many in our society, closure means leaving grief behind, a milestone they usually expect within a matter of weeks or months. Closure means being “normal”, getting back to your old self, no longer crying or being affected by the death. It means “moving on with life” and leaving the past behind, e...
03.27.20 08:58 PM - Comment(s)

When a parent with young children is diagnosed with a life-limiting illness, the emotional devastation disrupts every facet of a family’s life. It is a nightmare all of us hope we never have to face. But, at this very moment, you may well have this occurring in your corner of the world.


Do you k...

03.27.20 08:57 PM - Comment(s)
Advisors are increasingly faced with deaths among their clients and the clients’ families. In large firms, there may be more than one a month.  If you can serve clients really well in those most difficult times, you create a bond of loyalty with the client and with the family members. Those who...
03.27.20 08:56 PM - Comment(s)