Amy Introduces Our Master Class

How many client funerals did you attend in the last year? 
How many clients were divorced?  Did they retire? 
How many were affected by dementia? 


“Every topic was important to me and the deep discussions will help immensely with our practice.” 
  -  Gail Andrews, Custom Financial Design

“Worth the time and money. I took away a lot ideas on how to incorporate what I learned into my business.”
  -  Jane Yoo, Jane Financial, LLC

“Excellent on all levels. Amy enables us to be better advisors, and simply better human beings.”
  -  Molly Thomas,  Abacus Planning 

When clients are affected by tragedy, illness, or life-changing transitions, you know how to handle the money. But they want more. They want an advisor with the depth, knowledge, and skill to support them in non-financial ways as well. If they don’t get it, they will look for someone else. This training is hard to come by. Until now. 

Join us for a transformative experience as you learn to navigate all your clients’ life transitions, good or bad. Gain tools, skills, and protocols. Serve your clients in ways that others can’t, because they don’t know how. It’s the right thing to do for your clients…and rest assured, it will also be good for your business. 

Enjoy a learning experience unlike any other, a handsome collection of credits, and a new cohort of like-minded professionals. Nice.

Through lecture, written exercises, and targeted role play, learn and effectively integrate Corgenius training and protocols that can dramatically improve your practice. At the same time, gain a nation-wide network of partners for sharing best practices as you engage in directed table talks and informal conversational periods.

Come away prepared to walk your clients through the toughest times of life. Distinguish yourself from other advisors who don't know what you know, retain clients for life, and increase referrals.

Product is not available.