It is inevitable that your clients will face transition, crisis, and loss. You know how to handle the money. But clients want more. They want an advisor with the depth, knowledge, and skill to support them in non-financial ways as well. And if they don’t get it from you, they will find someone else to work with.
Corgenius training fills this gap, ensuring deep connections and lifelong clients. Attend this special workshop and gain extensive, scientifically-validated tools and techniques to connect with clients in transition and foster deep meaningful relationships.
Set yourself apart in your field and earn clients who will never leave you, and who will refer all their friends and family.
Amy is an acclaimed public speaker, having delivered over 1,000 sessions on four continents. She is an award-winning author, having published over 250 articles and two multi-award-winning books. She brings her advanced education in the field of thanatology and her experience working with over 2,500 grieving people.
90% of past Master Class attendees reported the class had a definitive impact on their ability to retain clients, and 78% on their ability to acquire new clients.
Session Details
1pm to 5pm on Wednesday
8am to 5pm on Thursday
8am to 3pm on Friday
The Courtyard St. Paul Woodbury
185 Radio Dr, Woodbury, MN
Registration Cost Includes:
- 18 CE credits for all designations from CFP Board, Investment & Wealth Institute, American College/PACE, the College for Financial Planning, and the Institute for Divorce Financial Analysts (6 CEs for IDFA)
- Corgenius materials :
‐ No Longer Awkward: Communicating with Clients through the Toughest Times of Life
‐ A Friend Indeed: Helping Those You Love When They Grieve
- Compassionate Communications desktop reference
- Priority Actions after a Death Occurs client handout - A comprehensive 70-page class workbook, and other resources
- Lunch on Thursday and Friday, plus tea and coffee all day.