Newly Signed Clients

The word of our work recently spread to these clients with whom we have upcoming engagements.  We are pleased and proud to share this bit of corporate good news.

• Mutual of Omaha
• Pacific West Financial Group
• Pinnacle Study Group
• Western & Southern

Florian is featured speaker at FPA Retreat 2010

Life is good when one is a featured speaker at a major national conference!  Last year, FPA Retreat 2009 engaged Amy for a single workshop.  This year she will deliver a half-day "pre-con" designed for those most deeply committed to their profession, and an additional workshop during the conference itself.

Click read more for the full release from the Financial Planning Association.

Amy Florian is a Columnist in Journal of Financial Planning

"Amy Florian is one of the writers of our Money and Soul column, having served as a guest columnist in our November 2009 issue. She's the founder and CEO of Corgenius, a company that specializes in training financial professionals how to interact with grieving and emotional clients (http://www.corgenius.com/). She has written numerous articles, two books, and is an adjunct professor at Loyola University, Dominican, and St. Xavier University. She is a fellow in Thanatology in the Association for Death Education and Counseling."

Lance Ritchlin
Editor

Amy Florian Featured In "Who Cares" Article in Financial Planning

By David J. Drucker  

When your client of ten years calls to say his wife just died, your response may make or break that relationship.

It’s been interesting to me to watch the shift that’s occurred in this industry since the early ’80s in the skills required to adequately serve our clients....

Journal of Financial Planning Welcomes Amy Florian as Columnist

Amy Florian is one of the writers of our Money and Soul column, having served as a guest columnist in our November 2009 issue. She's the founder and CEO of Corgenius, a company that specializes in training financial professionals how to interact with grieving and emotional clients (http://www.corgenius.com/). She has written numerous articles, two books, and is an adjunct professor at Loyola University, Dominican, and St. Xavier University. She is a fellow in Thanatology in the Association for Death Education and Counseling.

Retreat Resonates With Attendees

As reported in FPA News Briefs.....

"FPA Retreat 2009, held in Palm Springs, Calif., delivered on the promise of advanced education, top-notch networking and unexpected fun – as usual.  Some of this year's top rated sessions included Amy Florian's "Prepare to Meet Thy Boom:  When Grieving Clients Come Into the Office," "Bear Markets: Turning Your Largest Vulnerability Into Your Greatest Strength" with Paul Gire, and "Revisiting the Activie/Passive Debate: Did 2008 Change Anything?"