Saturday, July 04, 2009
Ouch!
  • How do you support a grieving client without intruding where you don’t belong?
  • Why is it a bad idea to hand a tissue to someone who starts to cry in your office?  What else can you do or say that is far more helpful?
  • Do you know the five phrases most commonly said at wakes and funerals that you should avoid saying to your clients or friends?  If you shouldn’t say those things, what do you say instead?
  • What do you say on a condolence card? When is the best time to send one?
  • How can you be truly supportive and helpful to a grieving person, yet remain in a professional relationship?
  • What do the “stages of grief” mean?  How are they helpful for business professionals and when are they unhelpful?
  • Do you bring up a person’s name 6 months after they’ve died, or does that open old wounds for the survivors?
  • Is it worse to say the wrong things to a grieving client or to say nothing at all?
  • How can you help a grieving person smile without dismissing their pain?
  • What happens if your top three clients take their business elsewhere because you don’t know how to support them in their grief and another advisor does?  

These questions are a sample of the 100+ we answer, and skills we teach, through workshops, keynote speeches, personal coaching, and personalized writing.

Who We Are

Corgenius specializes in teaching professionals about the grief process so they can support people who have experienced a life-changing loss.  

The business results that come from our training? Client retenion, referrals, and sales.  The gratifying personal result?  A reputation as person of uncommon wisdom and compassion. 

Let's get to the heart of the matter.

When someone you serve is dealing with a life-changing loss, you can stick to the left-brain jargon of your profession and address their objective needs. That's what most people do and it's a big mistake.   It cuts the heart right out of the equation.    

Instead , distinguish yourself from "most people".  Ask the questions no one else dares to ask.  Replace worn-out platitudes with educated, skilled, and thoughtful responses.   Use your knowledge to build trust that lasts a lifetime.  (Fear not; fair profit follows.)

"How do I learn all that?" you might ask.  It's where we come in.

1.    We give keynote speeches.
2.    We deliver workshop-style training at private and public events.
3.    We coach and support individuals or small groups.

Dare to learn something that is:

Good for you.
Good for those you serve.
Very good, indeed, for your business.

 



Start To Learn Now


Sample Coaching Session

Where do you turn when you have an upcoming appointment with a grieving client and you need guidance on how to handle this specific situation? Look no farther. Take advantage of a private coaching session, and we'll talk you through the entire experience.  Click to hear sample calls.

A Free Resource You Can Use Now

Join the Corgenius email list and receive a copy of our list of Five Excellent Books for grieving clients.  Click here to subscribe.

Published Articles

We are pleased that leading trade press are interested in the work of Corgenius.  Click each link to read the article.  If you'd like a hard-copy reprint for your personal files, please send an with your postal address and we will get one to you immediately.

Upcoming in July Issue of Financial Planning 07/03/2009
Financial Planning

Upcoming in July Issue of NAPFA Advisor 07/01/2009
NAPFA Advisor

Understanding the Psychology of Grief 06/29/2009
Self-Published

Financial Service Professionals Interact With Grieving People All The Time 06/29/2009
Self-Published

Handling Angry Clients Well Breeds Loyalty 05/03/2009
Investment News

Call Me Anytime 12/05/2008
Financial Advisor Magazine

Dealing With The Death Of A Client 11/10/2008
Investment News

Comforting The Bereft 10/01/2008
Financial Planning Magazine

Syndicate  
Upcoming Engagements and Workshops
InKnowVision Insitute 7/31/2009
Planning For The Future Meets The Future of Planning
Kimberly Hamilton

The National Network of Estate Planning Attorneys 8/7/2009
Settlement Summit
Rick Randall, Chairman

Praise For Our Work

 We ask people that attend our keynote addresses and training workshops just two critical questions to evaluate the session.  The two questions and personal testimonials are located here.   We are pleased to tell you that our running average score is 9.67 out of 10.0.

Amy Florian, Founder and CEO
Amy Florian, Founder and CEO
Coaching Call 1
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  1. On a scale of 1  to 10, how likely are you to refer Corgenius to a professional acquaintance or friend?
  2. If you did not give us a 9 or a 10, what is the most important thing we could do to earn a 9 or 10 from you?  (We use the comments to continuously refine and improve our sessions).

 

We are pleased to tell you that as of 7-30-08 our average score is 9.5 out of 10.0.

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"adding heart to the brains of business", "death boom", and "Prepare To Meet Thy Boom" are service marks of Corgenius, Inc., all rights reserved.

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