Serving as CEO of Corgenius and recognized as an acclaimed speaker, Amy Florian travels North America training professionals to effectively support clients in transition and loss. She is author of over 90 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 in the Wall Street Journal and featured in Financial Advisor, Financial Planning, MSN Money, On Wall Street, and Financial Advisor IQ.
She holds a Master’s Degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies). She teaches a graduate class at Loyola University Chicago, she has worked with over 2,000 grieving people, and she consults with firms, corporations, and individuals nationwide.
Guiding Clients Through Grief: Advice From Sheryl Sandberg
By Amy Florian | July 31, 2017
Do men grieve differently than women?
By Amy Florian | March 7, 2014
A survey of advisors nationwide reveals how the use of ETFs is expanding and what factors are likely to further support this trend.
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Access research on what Millennials value and what motivates them financially.
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Join this conversation as a panel of experts provides tips and best practices to optimize your tech resources for business growth.
Oct 25, 2017
Join this complimentary webcast to discover how to leave the impression that employee benefits is stodgy and sluggish in the past.
Sep 28, 2017
Women face unique retirement challenges. We can give you key considerations and strategies to help you optimize your female clients’ Social Security. In this webcast, you’ll...