Corgenius | financial advisor grieving clients | estate planning attorneys grieving clients

Sunday, September 05, 2010

Home
What We Do
By Profession
       Financial - Legal - Insurance
       Health Care
Clients
Engagements
Evidence
Articles
Register or Purchase
About Us
       Amy's Story
       Contact Us
       Microloans
       Subscribe
       Jobs
       Partners
       News

By Profession » Financial - Legal - Insurance

Training Modules - Continuing Education Units

Click here for descriptions of our training modules.

Our continuing education workshops are approved by the Certified Financial Planner Board of Standards.

The training modules award a total of 7.5 continuing education units.

Click here for descriptions of our training modules.

Our continuing education workshops are approved by the Certified Financial Planner Board of Standards.

The training modules award a total of 7.5 continuing education units.

It Matters Because

What would happen to your practice if you lost your top three clients?
Women outlive men, and 70% wind up dumping their financial advisor after their husband's death. 71% of baby boomers still have at least one living parent. Boomer's are entering their 60's. How old do you suppose their parents are and how long will they live? This enormous cohort will release money into the system and opportunities abound to create multi-generational loyalty. We call this the widow boom.	hover to view
How would it damage your practice if you failed to retain your client's children when assets are passed on?
95% of brokers fail to retain clients' children after assets are passed on. 41 trillion dollars of wealth will change generational hands in the U.S. by 2052 There is a great deal of wealth currently in the hands of an aging population.
How is your practice hurt by too-few referrals to new prospects?
Since new client acquisition is driven almost exclusively by word-of-mouth the firm that has the most trust and loyalty wins. Are you set to capture your share of clients who will come on the market because of the upcoming death boom?

What would happen to your practice if you lost your top three clients?
Women outlive men, and 70% wind up dumping their financial advisor after their husband's death. 71% of baby boomers still have at least one living parent. Boomer's are entering their 60's. How old do you suppose their parents are and how long will they live? This enormous cohort will release money into the system and opportunities abound to create multi-generational loyalty. We call this the widow boom.	hover to view
How would it damage your practice if you failed to retain your client's children when assets are passed on?
95% of brokers fail to retain clients' children after assets are passed on. 41 trillion dollars of wealth will change generational hands in the U.S. by 2052 There is a great deal of wealth currently in the hands of an aging population.
How is your practice hurt by too-few referrals to new prospects?
Since new client acquisition is driven almost exclusively by word-of-mouth the firm that has the most trust and loyalty wins. Are you set to capture your share of clients who will come on the market because of the upcoming death boom?

A Few More Questions

Here are just a few of the questions a financial advisor, estate planning attorney, or insurance professional needs to know to serve grieving clients.

What is the one thing an estate planning attorney must never say to a grieving client?
What do you say instead?
Why is it a bad idea for an estate planner to to hand a tissue to an grieving client?
What do the words “You have my sympathy” really say to a grieving person?
What three questions are helpful to ask a person immediately after the death of a spouse?
Why is knowledge of the “five stages of grief” inadequate for financial and investment advisors, trust officers, and estate planning attorneys?
What are helpful things for an estate planner or financial advisor to say and do at the wake of a grieving client?
How does a financial service professional gracefully follow up with a grieving client?
How do you train your administrative staff?
How long does it take for a grieving person to heal?
How does the grief change based on the age and gender of the surviving spouse and the nature of the death?
What are a grieving person's greatest fears and how does an investment advisor handle each one?
How does an estate planning attorney handle a grieving person when the situation is "over your head"

Learn the answers to these and dozens more questions in our workshop series.

Here are just a few of the questions a financial advisor, estate planning attorney, or insurance professional needs to know to serve grieving clients.

What is the one thing an estate planning attorney must never say to a grieving client?
What do you say instead?
Why is it a bad idea for an estate planner to to hand a tissue to an grieving client?
What do the words “You have my sympathy” really say to a grieving person?
What three questions are helpful to ask a person immediately after the death of a spouse?
Why is knowledge of the “five stages of grief” inadequate for financial and investment advisors, trust officers, and estate planning attorneys?
What are helpful things for an estate planner or financial advisor to say and do at the wake of a grieving client?
How does a financial service professional gracefully follow up with a grieving client?
How do you train your administrative staff?
How long does it take for a grieving person to heal?
How does the grief change based on the age and gender of the surviving spouse and the nature of the death?
What are a grieving person's greatest fears and how does an investment advisor handle each one?
How does an estate planning attorney handle a grieving person when the situation is "over your head"

Learn the answers to these and dozens more questions in our workshop series.

Close Move

Beyond coordinating delivery of new types of technical expertise, tomorrow's advisor will need to be equipped with a softer set of skills. Increasingly, advisors will be called upon to help clients identify overall life goals and sort through the emotional aspects of money as it relates to leaving a legacy, assuring that loved one's are cared for, or determining the fate of a long-running family business.

From the study called "Fast Foward: The Advisor of the Future"

Pershing Advisor Solutions and Moss Adams, LLP

Close Move

	"ADDING HEART TO THE BRAINS OF BUSINESS" and "PREPARE TO MEET THY BOOM" are service marks of Corgenius, Inc., All Rights Reserved. "ADDING HEART TO THE BRAINS OF BUSINESS" and "PREPARE TO MEET THY BOOM" are service marks of Corgenius, Inc., All Rights Reserved.

Privacy Statement | Terms Of Use