Amy Florian
Amy Florian, CEO of Corgenius , 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. As many professional services industries move from a sales-centric to client-centric focus, and the population continues to age, Amy's practical, insightful, and inspirational training is crucial in helping firms do the right thing for clients, retain business across generations, and attract new business from less educated competitors. An acclaimed speaker and expert, she is author of over 100 articles and the book "No Longer Awkward: Communicating with Clients through the Toughest Times of Life". Amy is a former columnist for the Journal of Financial Planning who has been quoted or featured in the Wall Street Journal, Financial Advisor, Financial Planning, MSN Money, On Wall Street, ThinkAdvisor, Registered Rep, Investment News, Wealth Management, and Financial Advisor IQ. Recently, she was chosen by LifeHealth Pro as one of the "20 Most Creative People in Insurance & Financial Services" and one of the "Most Influential Women in Business" by the Daily Herald/Business Ledger. 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 nine years, has worked with over 2,000 grieving people, and consults with firms, corporations, and individuals nationwide. Learn more here .
Articles by Amy Florian
- Money & Life
The Aging Support Tool Every Financial Advisor Should Know About
With the proper tools and resources, these issues provide the opportunity to distinguish yourself from other advisors by offering exceptional service.
- Money & Life
Serving Clients Through Loss: Why Every Advisor Should Watch Camp Widow
A moving new short-form documentary premiered on International Widow Day offering a glimpse into the lives of widowed men and women
- Money & Life
Why Bereavement Leave Is Crucial for Today’s Workforce
Who lead or manage an RIA, large branch office, or any office with multiple advisors and staff, these statistics highlight a crucial area for improvement
- Opinion
Hand Written Holiday Messages for Grieving Clients
This should give you some ideas to go on, so you can create personalized holiday cards that your clients will notice and deeply appreciate.
- Opinion
Advisors: Never Assume Your Clients Are "Finished" With Their Grief
Never assume your clients are finished with their grief at a particular point in time. Honor their need to remember and let them know you understand.