Holiday Cards & Communications with Grieving Clients

Amy Florian
Coregenius, Inc.
CEO
Wednesday, November 10th
2 pm eastern

Financial professionals often send the same holiday card to all their clients, wishing them Happy Holidays. But what about those clients for whom the holidays are not so bright? What if they’ve had a death in the family in the past year, or someone they love is currently in the hospital or in hospice? You will alienate those clients if you fail to acknowledge the reality of their lives.

This session is for insurance and financial advisors who want to learn how to build strong, loyal relationships with clients and their families by supporting them through the difficult times of their lives in ways that make a difference.

This event will not be available on-demand – register now for the live event so that you don’t miss out!

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