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"It Always Seems Too Early, Until Its Too Late."

"It Always Seems Too Early, Until Its Too Late."

By Amy

National Healthcare Decisions Day kicks off on April 16th with a week of planned events to “inspire, educate and empower the public and providers about the importance of advance care planning.”


As a financial professional, you may find clients turning to you for information, especially as they a...

03.26.20 07:22 PM - Comment(s)
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The Cobbler's Shoes

By Amy

Perhaps you have noticed that those who most effectively teach skills and protocols to others are sometimes the most remiss in their own recommendations. For example, I know a doctor who ignored her own early warning signs of cancer, and an insurance agent who left his wife with nothing because he l...
03.26.20 07:21 PM - Comment(s)
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The Last Taboo

The Last Taboo

By Amy

The president and CEO of a prominent asset management firm recently proposed that although sex was a taboo subject for a long time, the last remaining taboo in our society is money.  I’d like to take issue with that assertion.


It does seem that sex is no longer taboo, at least in the public aren...
03.26.20 07:19 PM - Comment(s)
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Coordinating Care When a Client or Co-Worker is Ill 

Coordinating Care When a Client or Co-Worker is Ill 

By Amy

When a client or colleague receives  serious diagnosis or needs to undergo surgery, chemotherapy, or other treatments, people often rally around with support. They offer to bring food, provide rides to doctor’s appointments, watch the kids, etc. While grateful for all the offers, most people ar...
03.26.20 07:17 PM - Comment(s)
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Ten Tips for Handling the New Year as a Grieving Person 

By Amy

Mid-winter can be a difficult time no matter your life circumstances. The weather is colder, days are darker, and it can seem like life retreats for a while. This is especially true when you enter a new year without a beloved person who died. How do you cope? Here are ten tips for finding comfort in...
03.26.20 07:14 PM - Comment(s)
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Hand Written Holiday Messages for Grieving Clients

Hand Written Holiday Messages for Grieving Clients

By Amy

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 ...
03.26.20 04:51 PM - Comment(s)
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Three Easy Ways to Help Hospitalized Clients

Three Easy Ways to Help Hospitalized Clients

By Amy

Imagine a client’s daughter was in a bad car accident and is now in the hospital for what looks to be an extended stay. You call your client and spend 30 minutes asking questions and listening as the client pours out the story. As you hang up, you promise your continued contact and support. Then wha...
03.26.20 04:49 PM - Comment(s)
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Beautiful and Heartfelt Cards

Beautiful and Heartfelt Cards

By Amy

We do a lot of training at Corgenius in choosing appropriate cards and knowing what to write in them, especially when there has been a loss or life-changing transition. Countless times, people have asked me why I don’t just create a line of cards. That’s not something I have time or interest for, bu...
03.26.20 04:48 PM - Comment(s)
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Alert Clients to HIPAA rules for College-Bound Kids

Alert Clients to HIPAA rules for College-Bound Kids

By Amy

 Picture this scenario, which gets repeated all too frequently:
A young man goes to college. Two months later he is rushed to the hospital and into the operating room for an emergency appendectomy. His mother calls the hospital in a panic and asks to know what is happening with her son. The hosp...
03.26.20 04:47 PM - Comment(s)
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Banishing the Big White Elephant When a Client is Grieving

Banishing the Big White Elephant When a Client is Grieving

By Amy

A salesperson called me a few days ago. He was so convinced of the value of his product that after our initial pleasantries, he praised its attributes for several minutes. I asked one question and he talked on for several more minutes. His mistake was that he didn’t stop talking long enough to find ...
03.26.20 04:45 PM - Comment(s)
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