This session is for insurance and financial advisors who want to learn how to build strong, loyal relationships with clients and their families by supporting them through the difficult times of their lives in ways that make a difference.
Financial professionals often send the same holiday card to all their clients, wishing them Happy Holidays. But what about those clients for whom the holidays are not so bright? What if they’ve had a death in the family in the past year, or someone they love is currently in the hospital or in hospice? You will alienate those clients if you fail to acknowledge the reality of their lives.
Discover the unique aspects of holiday time that make it so difficult. Gain skills for communicating when clients are grieving a past or impending loss. Learn how to reach out on the phone, in person, and in your holiday cards in ways that offer true comfort and understanding. Be equipped to do the right thing for your clients and their families. They will never forget it.
Key Takeaways:
Amy Florian is the CEO of Corgenius, and 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 and expert, she is the author of over 150 articles and the books “No Longer Awkward: Communicating with Clients through the Toughest Times of Life” winner of a C-Suite Book Award, and “A Friend Indeed: Help Someone You Love When They Grieve,” which won a 2017 International Book Award. She was recently honored with several other awards for her ground-breaking work including: The 20 Most Creative People in Insurance and Financial Services from LifeHealthPro2016 Influential Woman in Business from the National Association of Women Business Owners2017 Women of Influence from the Chicago Business Journal2017 List of 25 FrontRunners and Influencers from Investment Advisor MagazineAmy is a regular contributor in the trade press and appeared in the Wall Street Journal, CNBC, Forbes, MSN Money, Barron’s, On Wall Street, the Journal of Financial Planning, Investment News, Wealth Management, Financial Advisor, and many others. Amy holds a Master’s Degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies).She taught a graduate class at Loyola University of Chicago for almost 10 years, she has worked with over 2,000 grieving people, and she consults with firms, corporations, and individuals across the country and the globe.