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Wednesday, October 12, 2011

9:55 AM - 10:45 AM

PREPARE TO MEET THY BOOM: HELPING CLIENTS THROUGH THE GRIEVING PROCESS

Amy Florian CEO, CORGENIUS

Financial professionals hear endless sessions on annuity products, safe withdrawal rates, and fiduciary responsibility. But are you prepared for the first meeting with a client whose spouse just died? The client base is aging, and you will be increasingly faced with situations of loss and transition. Too many advisors fail their clients and lose assets because they don’t understand how to help grieving people make financial decisions, or how to offer genuine comfort without intruding into personal lives.  This unique workshop is packed with practical, immediately applicable skills. Get the answers you need so you can meet client needs and build meaningful trust and loyalty.

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