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With humor and grace, and drawing on wisdom and the best research in thanatology, psychology, neuroscience, and sociology, we teach professionals how to support their clients in times of grief, loss, and transition. Our lofty and lifetime goal is to teach every financial professional on the planet. Thus we intend to live an extraordinarily long time, and then hand on to another generation the resources of our company and the task to finish the job.
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We offer five training modules to a wide array of corporations, conferences, associations, study groups, and private office engagements. We teach each module in one, two, and three-hour versions designed to fit any keynote or breakout workshop slot, and all are certified for CE credits through the CFP Board of Standards. These sessions receive rave reviews from clients such as LPL, Schwab, NAPFA, Advisor Group, FPA, Wells Fargo, Great West, London Life, and more.
We also combine these modules into in-depth training sessions ranging from a half-day to three days. These are perfect for a pre-conference workshop or any time you wish your advisors to acquire more in-depth knowledge. In these longer formats, we incorporate role-play, targeted written exercises, and group work that equip attendees to fully implement the lessons.
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Not everyone can attend live Corgenius training sessions. The next best thing is our four 90-minute training videos. Like the “slice and dice” version of our guidebook, these are available only to corporate licensors.
These studio-recorded videos stream to Mac and Windows systems at the highest possible quality allowed by the viewer’s internet connection speed. We protect your investment with a digital rights management (DRM) system similar to
Netflix or Hulu. This means, for instance, if advisors leave your firm, they cannot take this valuable asset with them.
Simple? Yes. We provide both the DRM and hosting for the videos, and we give you a small amount of code necessary to make the videos playable
from your site just like a YouTube or TED video. Click here for a sample.
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Individual advisors and firms look for unique topics when they host client seminars and appreciation events. What client doesn’t want to know how to help someone they love who is grieving? Who is unconcerned about dementia, including signs
to look for and how to protect themselves ahead of time? These sessions are ideal for widening the invitation to clients’ families, friends, and associates, increasing the chance of referral business.
As always, we make things easy by providing professionally designed invitations customized with the firm’s logo, colors, and event details.
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The most comprehensive and practical written resource on
the market is “No Longer Awkward: Communicating with Clients through the
Toughest Times of Life.” For the general public, it is available from
Amazon as an E-book or paperback. A bonus: You can acquire the guidebook
at volume discount directly from Corgenius with the option to co-brand
the back cover. When you do, you distribute a highly practical resource
and get the brand recognition you deserve. It’s easy to do because our
designer works with your team to create a cover tailored to you.
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A “wow” alternative: Acquire the raw text in MS Word format with the
rights to “slice and dice” it into segments. Your design team uses the
text as-is or incorporates selections into derivative works, such as
bulleted talking points, pocket guides, etc., for electronic
distribution behind a password-protected“members-only” section of your
corporate website. Unlike the paperback and eBook, this “slice and dice”
mode is available exclusively to corporate licensors.
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How long does it take to get up and running? We have a turnkey solution ready to go with a handy dandy "Turnkey Landing Page" you can incorporate into your web site. You can use it as-is, we can tweak it to meet your needs, or you may choose to create
your own. Still, we’ve already done much of the work for you.
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At no extra charge to firms that license our written or video materials, we provide a number of promotional pieces. These include video interviews with Amy, professionally designed ads, and written segments that pique interest and curiosity.
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| Let’s combine options to design a package that is just right for you. Reach us at 847.882.3491 or hello@corgenius.com to talk through your specific needs and interests. |
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| The Gravity of Good Business
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The people that learn from us all have one thing in common—they know that the empathetic bond and rapport they establish with a grieving client is crucial to creating the trust and long term loyalty upon which good business is based. They know that there are helpful ways to support grieving clients and want to learn the art and science of grief support.
People everywhere are hungry for community, for understanding, and for stable and loyal relationships. We live in such a mobile, transient society. People gravitate toward anything, even service providers, that give them a sense of security, anything they believe they can trust, anything which can legitimately hold their loyalty.
It would be nice if they gravitated to you. |
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Visible By Administrators Only
This practical service provides one-on-one, in-person grief coaching for you or someone you serve. These sessions function in the time-honored way of sharing the burden with one who understands. You talk confidentially about what you are experiencing, and get the basic support and information you need to cope and heal.
These are not counseling sessions – if you require psychiatric treatment or psychological counsel, we refer you to an appropriate practitioner.
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Visible By Administrators Only
We provide on-demand coaching, over the phone or in-person, when you want personal input on how to handle a specific situation or how to better understand what you have picked up in one of our other offerings. The writing part of this service enables you to communicate with grieving people in a highly personal and highly knowledgeable fashion. The process is simple. We discuss with you the circumstances of a situation. We then draft a letter for you. You make editorial adjustments, perhaps interact with us on it a few more times, then send it. The letter helps you support your client or patient and educates both parties. Both services ensure that you are never left without resources when you need additional coaching, help, or instruction.
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A Friend Indeed
Everyone experiences loss, whether from death, divorce, or other major transition. In the midst of it, hope can seem lost and you may even feel like you will never be happy again. Would you like to help yourself or help those you love?
Learn from a professional in the field who has been there herself and has continued to coach grieving people for over 20 years. Learn about grief itself - what it feels like and what is normal. Then learn practical strategies - what to say, what to do, and how to help yourself or your loved ones become whole again. Heal back to life, so you can live it vibrantly.
Your Life. Your Choice
Do you want to have as much control over your life as possible right up to the end? Do you want to pass on your wisdom, life lessons, and legacy to those you love? You are not alone. Learn what you need to know about completing eight documents that can help make that happen. Understand the options, limitations, usefulness, and relevant issues.
Get the facts in sensible, easy-to-understand language so you can prepare to live as fully as possibly until you take your last breath, while relieving your loved ones of making difficult decisions without knowing what you want.
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Prepare to Meet Thy Boom: Communicating with Clients in the Toughest Times of Life
Clients increasingly want more than just investment strategies. They want advisors who understand their lives so they can give them their business. Yet how many advisors are trained to support clients through painful life transitions? In this positive and educational session, learn what questions to ask grieving clients, how to provide support without being intrusive or unintentionally alienating them, and the most helpful “tissue etiquette”. Discover ways to handle irrational fears, how to bring humor into meetings, and tips to help clients make wise decisions in the midst of trauma. Learn practical skills you need to walk clients through their toughest times, so you provide genuine support while building life-long loyalty and enthusiastic referrals.
Help! What Do I Say?
Do you dread attending funerals or services for a client’s family member? When you do go, are you at a loss for words after stammering over “I’m so sorry” or “You have my sympathy”? This workshop turns your dread into confidence by teaching you what your clients wish you would say and do. Learn six commonly-used phrases to avoid, and what to say instead. Find out what to write in a condolence card and when to send it, and whether to send flowers. Be informed on the best way to follow up in the year after a death. Come hear from a pro so you can effectively talk with and support clients during these painful times.
The Wise Guide: As Your Client Ages
You know how to invest money. Do you also know how to recognize the signs of dementia in clients, and what to do when you notice them? Can you fully explain the eight legal, medical, and legacy documents clients need to complete to help ensure their wishes will be honored? Find out what you need to know to protect yourself and your clients when their capacity diminishes. Learn to be a trusted and knowledgeable resource guiding clients through the losses and changes of aging, and the possibility of dementia.
Shadows Grow Long - When Your Client is Dying
Seventy percent of people in the United States die of a chronic or terminal illness, so probably 70% of your clients will, too. When your client receives a terminal diagnosis, are you as uncomfortable as most people, or do you know what to say in the office and how to facilitate the necessary financial decisions? Learn to help clients live fully whatever time remains to them, and help them have the four things people need in order to die in peace. Be equipped to bring family members into the process in ways that prevent later problems and promote intergenerational loyalty. Become a trusted advisor through all phases of life while solidifying lasting professional relationships.
Advanced Topics in Grief Support - Part Five
You understand the basics of grief, and have learned to do a good job supporting clients through it. Yet you could still be alienating clients because of what you don’t understand. For instance: What are the six types of loss people experience, and the five ways loss can hit? How do you know whether you should refer a grieving client for professional help? How do you recognize the guilt of the “if-only” syndrome and help a client resolve it? What about those difficult situations like suicide, murder or violent death, and complicated cases? Learn all this and more, so you can be a valued resource and effectively guide your clients in the toughest times of their lives.
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