Corgenius
When Clients Want More Than Your Financial Expertise 

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)
When Clients Chase After Closure
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)
Serving Families With Young Children When a Parent is Dying

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)
Three Skills that Generate Clients for Life 
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)
Young Adults Grieve Too Dont Ignore Them
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)
When Mayhem is Not a Funny Commercial During a Bowl Game 
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)
When Grief Comes to the Office

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)
Ten Tips for Handling the New Year as a Grieving Person 

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)
Welcome to our New Podcast: "Clients for Life"

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)