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Amy Florian

CEO
Corgenius, Inc.
Country or state 
United States (Illinois)
Available to 
Global
City 
Hoffman Estates
Fee 
Ask for pricing
Languages 
English
Volunteer
No

Personal Details

Bio

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 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 LifeHealthPro

- 2016 Influential Woman in Business from the National Association of Women Business Owners

- 2017 Women of Influence from the Chicago Business Journal

- 2017 List of 25 FrontRunners and Influencers from Investment Advisor Magazine

Amy has 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.

She 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.

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

Current position (1)

CEO

Corgenius, Inc.

Degrees (2)
Pastoral and Grief Studies
Loyola University Chicago
1996 to 1999
Grief Studies
Association for Death Education and Counseling
2007 to 2009

Presentations

Presentations (1)
Communicating with Clients through the Most Difficult Times of Life

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. Understand how to answer the dreaded “bad news” phone call, the unique issues that your clients face, the differences between men and women, and the best ways to communicate at appointments and on the phone. Find out how to handle a crying client and whether the stages of grief are applicable. Gain skills to deal with irrational fears, bring humor into meetings, and help clients make wise decisions in the midst of loss. Walk away with practical, proven strategies that you can implement immediately.

Workshops (3)
Prepare for the Inevitable While Connecting to the Next Generation
90 minutes
(View workshop agenda)

Aging, illness, death…they are all inevitable and you need to prepare your clients, and at the same time protect your firm. As you do so, wouldn’t it be nice if you knew how to use those preparations to connect to the client’s trusted circle and the next generation? Then this session is for you. Help clients stay in control of their lives and leave a legacy behind while increasing your chances of keeping their assets under your management. Learn how to protect your firm and your clients with a complete array of financial and non-financial documents (including several that few people know exist). Gain skills and techniques for using these documents to connect deeply to the next generation and position yourself as the go-to advisor for the entire family. Take away procedures you can implement immediately that set you apart from the very first meeting with prospects. Be proactive. Prepare now.

Your Aging Client: Issues of Elder Fraud and Diminished Capacity
90 minutes
(View workshop agenda)

As clients age, they become increasingly susceptible to diminished capacity and/or elder abuse. Yet too many advisors have only the slightest knowledge of either one, and they do very little to prepare themselves or their clients. That’s a risk you can’t afford to take. Learn the nature and causes of diminished capacity and the signs to watch for. Gain tools to educate clients about abuse and fraud ahead of time and alert them to scams in their area. Become aware of your legal responsibilities. Develop protocols to implement when you suspect diminished capacity, abuse, or both. Become an informed, prepared, and trusted resource for your clients and their families as they age.

Effectively Guide Women through Life Transitions
1 hour
(View workshop agenda)

Times of transition, especially death and divorce, send women in motion, looking for an advisor who understands not just their finances but their lives. Once they find an advisor they trust, they are loyal for life. Learn to become that advisor in this practical, information-packed workshop. Come away understanding the transitions – positive and negative – that women encounter in their life spans. Gain skills in how to effectively communicate with and guide them in ways that set you apart. Learn strategies that extend your reach into the next generation, so you can advise the entire family throughout life. Women are waiting to be better served; can you fill that need?

Past talks (7)
Prepare for the Inevitable While Connecting to the Next Generation
Keynote - Financial Wisdom APC Conference
San Francisco, CA
November 20, 2018
Advising Clients through the Toughest Times of Life
Advisor Group CONNECTed Conference
Anaheim CA
November 13, 2018
Advising Clients through the Toughest Times of Life
Keynote - LPL Accelerate Conference (also LPL Women Advisors Forum)
Austin TX
November 9, 2018
Advising Clients through the Toughest Times of Life
Keynote for JW Cole Annual Financial Advisor Conference
San Diego, CA
October 29, 2018
Prepare for the Inevitable While Connecting to the Next Generation
3-hour workshop for LPL FOCUS National Conference
Boston MA
July 29, 2018
Your Aging Client: Issues of Diminished Capacity and Elder Fraud
AXA National Leaders Forum
New Orleans, LA
May 9, 2018
Advising Clients through the Toughest Times of Life
CFA Institute Wealth Management Conference
Los Angeles, CA
March 29, 2018
  • All (4)
  • Videos (2)
  • Photos
  • Slides (2)
YouTube
Amy Florian - 2017 AFA National Adviser Conference
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Live teaching at a conference
Promo video from Australian conference
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Books & Articles (3)

No Longer Awkward: Communicating with Clients through the Toughest Times of Life
2014
Compassionate Communication: Desktop Reference for Times of Transition
https://www.amazon.com/Compassionate-Communication-Desktop-Reference-Transition/dp/0989628027/ref=sr_1_4?ie=UTF8&qid=1535834898&sr=8-4&keywords=corgenius,
2016
A Friend Indeed: Help Those You Love When They Grieve
2017

Expertise (20)

PR & Communications
Business
Leadership
Social & Political
Client Engagement Attracting clients Client Experience Ageing Well emotional well-being Dementia Authentic Communication Grief and Loss Balanced Living Augmenting the Human Life Inspirational Poised and Prepared Skills for Career Development Client Relationship Management Build Meaningful Relationships elderly abuse
Recommendations
Why choose me? 

I bring unique content rarely seen at financial conferences, but that is vital for success.

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