Clients and Colleagues in Grief and Transition

As the population ages, the people around you are experiencing more of life’s difficult transitions and their needs change. You may even know on a personal level what it’s like to feel responsible for elderly parents or in-laws who are diagnosed with dementia or other serious illnesses. When your clients and colleagues face these challenges, they look for more than just objective business advice. They want an advisor with the understanding and knowledge to effectively support them on an emotional level as well. Can that be you?

Unfortunately, there's never been a resource that really explains what to say, what not to say, and how to handle these potentially challenging and often professionally awkward situations. Until Corgenius. We are the first professional training and teaching organization to demonstrate the powerful skills needed to effectively walk others through the toughest times of their lives with compassion, respect and intelligence.

Our teachings combine the best of neuroscience and psychology (with a good dose of humor). By integrating what you learn into your practice, you help serve your clients in ways that others cannot. Not only do you distinguish yourself, but you have clients for life -- and you've got their friends and families too.

Some of the Things We Teach

  • Types of grief and loss
  • How grief affects a client’s decision-making and behavior
  • Working with dementia and diminished capacity
  • Handling a client’s terminal diagnosis
  • The mixed experience of retirement and empty nest
  • How to write a condolence card as well as calls and notes for the first year and beyond
  • What to say at services and why
  • Special considerations for women in transition
  • The most effective follow-up steps after death or divorce
  • Grief complications of suicide
  • In office skills for you and your staff
  • Protecting your clients and your firm
  • Procedures that position you as the go-to advisor for the client and the client’s family