Corgenius
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)

One relatively less labor-intensive way to support grieving clients is to create a dedicated page on your website to share online resources on coping with loss.  We’ve collected some links that we recommend to get you started on your list.

Alliance of Hope provides healing support for people...

03.27.20 08:40 PM - Comment(s)
When your client dies, who owns the pictures on their Facebook page? Who has control of their electronic bill-payment sites or Bitcoin account? Who is responsible for shutting down or memorializing social media sites? Digital rights ownership is an increasingly complex issue as our online lives cont...
03.27.20 08:38 PM - Comment(s)