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.
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.
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.
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.
Master Class
For those seeking true expertise in these skills, attend our 2½-day Master Class. Leave with unparalleled knowledge and experience that will set you apart in your field.
From Amy's Attendees
Books & Resources
The definitive guidebook for professionals serving clients through life transition.
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.