While financial professionals are rarely taught what to do and say (and what not to) when clients go through tough, emotional times in life, this ability is a major component of client retention and acquisition. Florian helps you understand the many triggers of grief your clients experience, how to answer the “bad news” phone call, effective questions to ask and the most life-giving, loyalty-building ways to follow up with grieving clients.
Amy Florian is the founder and CEO of Corgenius, a company that specializes in training financial professionals on ways to support their clients during times of transition, crisis, loss and grief. She has delivered more than 1,000 speaking engagements across four continents, including at the 2021 Top of the Table Annual Meeting, published two multi-award-winning books, and authored or has been featured in more than 250 articles. Florian holds a master’s degree, is a fellow in Thanatology and has received numerous industry honors for her work.
