Corgenius
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)
We sometimes hear advisors assert that they don’t need training in grief support because their client base skews younger. Nothing could be further from the truth. 


First of all, remember that grief is triggered by any break in attachment. In other words, any life transition. So a client or a cli...
03.27.20 08:54 PM - Comment(s)
Our speaking engagements put us in contact with many of you smack dab in the mayhem of one of the stock market’s most volatile 60-day periods in memory and the worst December since 1929.  Clients have a "relationship" with their money, and when that deeply personal relationship ends or tak...
03.27.20 08:53 PM - Comment(s)

We teach about grief and transition, and usually our focus is on helping you to support and communicate with your clients. There is another aspect, though, because it’s not just clients who are aging. So are your co-workers and colleagues. As data from Cerulli Associates suggests, the average ag...

03.27.20 08:52 PM - Comment(s)

The holidays are over and now you face winter with its longer, darker days. If you have recently lost a loved one, here are some ideas to help you get through and come out on the other side with greater hope and peace.

Mid-winter can be a difficult time no matter your life circumstances. The wea...

03.27.20 08:51 PM - Comment(s)

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. Can you? 


Welcome to our new complimentary podcast series, Clients for Life. C...

03.27.20 08:45 PM - Comment(s)

It’s almost time to send out holiday greetings to your clients. Yet what if your client’s family member died this year? If you send them a card wishing “Happy Holidays”, then at best you tell them you treat your clients generically, sending the same card regardless. At worst, it lets them know ...

03.27.20 08:44 PM - Comment(s)

Christine Olson, a mother in Florida, experienced a nightmare. Her 22-year-old daughter died in a motorcycle accident. After her son found out there’d been an accident, it took 6½ hours of calling hospitals and frantic searching for Christine to receive confirmation that her daughter had died. ...

03.27.20 08:41 PM - Comment(s)