Amy Florian, FT, MA

Be the Best Advisor in Your Client's Worst Times
Thursday, June 10, 2021 | 10:10 AM - 11:40 AM ET

When clients cope with death, divorce, retirement, empty nest, or other life transitions, what you say and do in the office has more influence on your client relationship than your financial savvy ever did. Learn essential skills for understanding and addressing your client’s experience when they encounter difficult or emotional life events. Set yourself apart from all the other advisors who have never been taught, and build long-term loyalty in the process.

About Amy

Amy Florian, CEO of Corgenius, teaches professionals to build strong relationships with clients through all the losses and transitions of life. She is author of over 200 articles and two award-winning books, including “No Longer Awkward: Communicating with Clients through the Toughest Times of Life”. She is the recipient of numerous awards for her ground-breaking work, and has been quoted or featured throughout the financial trade press, including the Wall Street Journal, CNBC, Forbes, and many others.

Amy holds a Master’s Degree and is a Fellow in Thanatology. She taught graduate programs for 10 years, has worked with over 2,000 grieving people, and consults with firms, corporations, and offices nationwide.

On a personal level, Amy is one of ten children and bakes amazing homemade cinnamon rolls and chocolate chip cookies!