Register for 2015 "Intensive" Training Class
Please join us in Chicago for our oft-requested "intensive" class. You learn in-office skills no other company teaches quite like us, gain new insights into how to best work with your clients, and have fun meeting some very special professional colleagues. Click here for all the details.
Recent Press
"So what to make of the fact that the highest rated speaker at IMCA’s 2014 annual conference was Amy Florian, the CEO of Chicago-based Corgenius? Rather than discussing asset allocation or inverted yield curves, Florian talks about death and dying, about dementia and Alzheimer’s. If you’ve heard Florian speak, you wouldn’t be surprised at her high ratings, even though she speaks directly, sometimes toughly but always with a leavening pinch of humor, about topics that too many of us would prefer to avoid."

Worried about how to attract the next generation of clients? You could do much worse than to demonstrate to your current clients’ children how valuable your services are, how you’re ready to go the extra mile for clients in the most practical of ways..."

James. J. Green
Think Advisor Article Here
Amy Describes Our "Intensive" Training Class
Who We Are
With exceptional grace, good-natured humor, and rock-solid science, we teach service professionals how to support their clients in times of grief, loss, and transition.

Some losses are devastating—the death of a beloved person. Some only a little less so—a life dream unfulfilled, a relationship ended, market collapse, chronic sickness, a job lost and the many transitions of aging. Even "smallish" transitions (losing a step to the younger guys on the court, losing a few yards to the younger women on the tee, downsizing one's home, launching happy children and emptying the nest) generate their own types of transition worthy of attention. And the list goes on.

When someone you serve is grieving you can do what most people do: stick to the left-brain jargon of your profession and address only those needs. Or awkwardly stammer over stock and tedious comfort phrases". Result? You unintentionally alienate those you serve. That's a big mistake.

We wrap our knowledge in thanatology, psychology, sociology and neurology with the wisdom gleaned from working with 2,500 grieving people. This enables us to teach the powerful skills you need to distinguish yourself from "most people".

When you walk clients through the toughest times of their lives, you've got a client for life, and you've got their friends, families, and associates.
Our Book is Available Now

  Our guidebook is the definitive resource for professionals who work with clients in transition (which is all of you). It is packed with insightful knowledge and practical applications that have a profound impact on clients and professionals alike.

Lee Bernstein
Lee Bernstein
Gary Stuart of Edward Jones
Gary Stuart of Edward Jones
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