Amy Florian

Expert in life transition.
​Innovator in advisor education.
Transformational speaker & author.

Revolutionary training you can't find anywhere else.

We teach financial professionals how to support
their clients in times of grief, loss, and transition.

​If you can walk clients through
​the toughest times of their lives,
​you'll have clients for life.

Financial services have changed. Your clients expect more than just effective money management.

They want a relationship. They want a trusted companion who understands them as an individual and who knows how to guide them through all of life's challenges.

Those who can do this are the future of advising.

Why Corgenius?

  • 82% of clients rank "Interpersonal Skills" as one of the most important qualities in their advisor.
  • 70% of widows switch financial advisors following the death of their husband.
  • 58% of high net-worth investors have switched advisors at least once in their lives.

When there's a death or other loss in a client's family, do you stumble over the stock "I'm so sorry" consolation and fade into the background like everyone else, or do you know how to provide genuine comfort and become a treasured presence in your clients' lives?

Truly Unique

Keynotes &
​Advisor Training

Bring distinctive, value-add instruction to your event or office. Amy works with you to craft the perfect session, and all content is eligible for CE credits.

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Client Sessions

Make an lasting impression by offering inspiring, comforting, informative sessions directly to your clients. Amy will touch their hearts through her compassionate communication.

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Master Class

For those seeking true expertise in these skills, attend our -day Master Class. Leave with unparalleled knowledge and experience that will set you apart in your field.

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From Amy's Attendees

See Amy's Awards
Read Attendee Feedback
Review Client List

Books & Resources

The definitive guidebook for professionals serving clients through life transition.

  • U.S. News 2021 – The 15 Best Finance Books for Financial Professionals
  • C-Suite Book Club – Recommended for C-level Professionals
  • Financial Planning Magazine – 2015 Top Ten List of Summer Reading for Financial Advisors 
  • 2016 Best Book Awards – Finalist in Business category
  • 2016 Axiom Business Books Awards – Silver in Business Reference category

Also from Amy

12-page booklet of just-in-time refreshers of effective and compassionate things to say (and not say) when clients navigate life transitions.

International award-winning book for your clients that teaches them how to support their loved ones, while also gaining insight and reassurance about their own grief.

4-page reference checklist with the most important things a person needs to need to do in the days and months after the death of a loved one.

Shop the Corgenius Bookstore