Presentation:
Life Happens: Are You and Your Clients Prepared?
Sponsored by Center for Financial Planning, Inc.
Speaker:
Amy Florian, CEO
Corgenius
Date/Time:
Thursday, July 17th
12:00 pm to 1:00 pm
Location:
Virtual through Zoom
This presentation is approved for 1 CFP CE!
About the Presentation: Aging, illness, death…they are all inevitable and you need to prepare your clients. How do you do that? And wouldn’t it be nice if you could use those preparations to connect to the client’s trusted circle and adult children? Learn to help clients stay in control of their lives and leave a legacy behind while increasing the chances of keeping their assets under your management. Protect your firm and your clients with a complete array of financial and non-financial documents (including several that few people know exist). Gain techniques to connect deeply to the next generation and position yourself as the go-to advisor for the entire family. Take away procedures you can implement immediately that set you apart from the very first meeting with prospects. Be proactive. Be protected. Prepare now.
What we’ll cover:
- Formulate a comprehensive list of documents to have in place that protect the client and your firm in the face of the inevitable aging process.
- Become equipped to use the list as a prospecting tool.
- Discover how to use the documents to develop and deepen connections to your client’s descendants, associates, and trusted inner circle.
- Help your clients pass on their wisdom and life lessons, not just their money.
- Gain a set of action steps to help you implement these lessons.
About the Speaker:
Amy Florian, CEO of Corgenius, lives out her passion as she combines the best of neuroscience and psychology with a good dose of humor in training professionals to build strong relationships with clients through all the losses and transitions of life.
An acclaimed speaker who’s delivered over 1000 speaking engagements, she has authored over 250 articles and two award-winning books, including the financial advisor’s guidebook titled No Longer Awkward: Communicating with Clients through the Toughest Times of Life. Among her other awards, she was named one of the 20 Most Creative People in Insurance and Financial Services for her groundbreaking work, one of the 25 Front Runners and Influencers by Investment Advisor, an “Influential Woman in Business” from the National Association of Women Business Owners, and a 2021 Luminary by ThinkAdvisor. Amy has been quoted or featured in the Wall Street Journal, CNBC, Forbes, MSN Money, the Journal of Financial Planning, Investment News, Wealth Management, and many others throughout the trade press.
She holds a Master’s Degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies). Amy taught a graduate class at Loyola University of Chicago for 10 years, she’s worked with over 2,500 grieving people, and has taught firms, corporations, and offices on four continents.
On a personal level, Amy is one of ten children and bakes amazing homemade cinnamon rolls and chocolate chip cookies!
Sponsored by
