We have all been there.
You walk into an appointment with an advisor only to find out that they have suffered a loss.
Loss of a parent/spouse/friend.
Loss of a pet.
Loss of their largest client’s business.
What do you say?
If you’re like us, finding the right words and behaviors does not come easy.
Thanks goodness we found Amy Florian.
After +15-years of service to our wholesaling community, I've now retired - and I’m committed to keeping all our resources available for future generations of wholesalers and their leaders – but only as long as it makes fiscal sense.
Please consider a seamless, no fee donation using Zelle or PayPal.
Our Zelle address is: shorespeak@gmail.com or use the QR codes.
THANK YOU!
Rob Shore
Founder
Amy serves as CEO of Corgenius and recognized as an acclaimed speaker, she 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).
Please benefit from this discussion with Amy.
The NEW BOOK “Brotherhood of the Bag” has arrived!!
Watch the video here.


One Great Sales Idea
Wholesaler Satisfaction Survey Results
Are Wholesalers Emotionally Fit? – Dr. Barton Goldsmith
How Wholesalers Can Attract a Boatload of Ideal Clients – Annette Bau
2013 UPDATE: (More Than) 24 Great Ideas Wholesalers Use to be More Productive – and Memorable