Blog categorized as General

When a Client's Dreams are Broken

By Amy



My last blog post focused on the pervasive relationship losses your clients experienced since COVID hit. Today we turn to intrapsychic loss. This is the loss of dreams, visions, and plans for the future. It frequently occurs in everyday life – everything from infertility to divorce to not getting in...

04.26.21 07:43 PM - Comment(s)
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Five Ways to Support Clients through the Pervasive Relationship Losses of These Times

By Amy



This past year generated untold layers of grief throughout our society. Today, we focus on one pervasive grief trigger - relationship loss - and how you can effectively support your clients through it.


The most obvious relationship loss is death – the permanent, total loss of the physical relationshi...

03.15.21 03:49 PM - Comment(s)
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An Excellent Resource for Aging Clients, plus a Bonus Tip

An Excellent Resource for Aging Clients, plus a Bonus Tip

By Amy

If you are like most financial professionals, your client base is aging. Even clients in middle age see their parents (or in some cases, their grandparents) face the ups and downs that naturally occur as they get older.

Some are good things: more freedom with less “climbing the ladder,” the benefit o...
01.05.21 02:15 PM - Comment(s)
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Holiday Greetings for Clients in Light of COVID

By Amy


Check the holiday card aisle in your favorite store or catalog as you ship for cards to send to your clients. You’ll see “Happy Holidays” and “Happy Hanukkah” and “Merry Christmas”. They are all messages of light and jo...
11.21.20 08:14 PM - Comment(s)
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Talking with Those Whose Beliefs Are Opposite Yours

Talking with Those Whose Beliefs Are Opposite Yours

By Amy

In our current polarized milieu, with virus and race discussions as daily events, people are often divided into “camps” – those who wear masks and those who refuse, those who see white privilege as a reality and those who deny it, those who trust mainstream news and those who reject it, and on the l...
07.30.20 10:09 AM - Comment(s)
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Educate Yourself on the Trend to Legalize e-signatures for Wills

Educate Yourself on the Trend to Legalize e-signatures for Wills

By Amy

There is a growing movement to legalize e-signatures for wills and trusts
06.15.20 09:12 AM - Comment(s)
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Two COVID Resources to Provide for Every Client

Two COVID Resources to Provide for Every Client

By Amy

This COVID-19 pandemic brings us face-to-face with our mortality. Especially in hard-hit areas, it is painfully evident that everyone is at risk with this unpredictable infection, and even young and healthy people may die in a relatively short period. Because of this, every one of your clients needs...
05.26.20 08:42 AM - Comment(s)
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Can You Be Part of an Alzheimers Trial?

Can You Be Part of an Alzheimers Trial?

By Amy

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)
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When Grief Becomes Depression - Telltale Signs & Action Steps

When Grief Becomes Depression - Telltale Signs & Action Steps

By Amy

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)
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Our Top 10 Favorite Corgenius Articles of 2019

Our Top 10 Favorite Corgenius Articles of 2019

By Amy

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)
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