Part One of Five. What happens every 49.5 seconds? D A B D A: Limitations of DABDA. Support staff notes. Importance of The Story

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1 Prepare To Meet Thy Boom Part One of Five What happens every 49.5 seconds? D A B D A: Limitations of DABDA Support staff notes Importance of The Story Instead of handing someone a tissue Be strong = F I N E: Copyright 2008, Corgenius, Inc., all rights reserved. For use by attendees only, For internal use only, and not for training of, or use by, non-attendees. No duplication allowed.

2 One thing I must never say Handling the lack of rational thought The importance of How is it different? Notes on should Fears of being on the street You re not crazy; you re: When do you get back to normal? Referrals come from: Other things I want to remember: Copyright 2008, Corgenius, Inc., all rights reserved. For use by attendees only, For internal use only, and not for training of, or use by, non-attendees. No duplication allowed.

3 Where Do You Go From Here? Want to learn more? Today s workshop was part of a five-part series to help you get ahead of the market. Take advantage of our comprehensive training. Each workshop awards 1.5 CEU s from the CFP Board of Standards. Part One - Prepare To Meet Thy Boom Learn why grief support matters to your business and 21 skills to get you started. Part Two - Help! What Do I Say? Banish the awkwardness of client wakes and funerals, learn what to write in condolence cards, and follow up effectively through the first year. Part Three - Preparing for the Inevitable Initiate invaluable discussions with clients on life insurance, living wills, durable powers of attorney, and other end-of-life planning. Part Four - When Your Client is Dying Walk a client and the family through the experience of terminal illness. Part Five - The Wise Guide Learn how to deal with gender and cultural differences in grief, the if-only syndrome, and the eight types of loss your clients experience. Want to provide a unique service to your clients? These workshops are designed for presentations at client events, and offer valuable information that may be hard for your clients to find. Heal Back to Life After Loss Grief hits hard after any type of loss. Learn what to expect and how to help yourself or a love one heal. Your Life. Your Choice Gain understanding of the many documents and options available for having your wishes honored even when you are unable to make decisions for yourself. Help a Child Grieve Learn the unique ways that children grieve and the best ways to help them. Stay In Touch and Continue Your Training Hire us to deliver in-office training for your firm or a group of firms, ranging from a one-hour session to a multi-day engagement. Call us for phone coaching to answer questions or address specific situations. This services both sides of the table; in addition to using the service personally, an advisor can pay for or recommend coaching to a client. Commission us to custom-write anything from condolence cards to articles for the firm s newsletter. Purchase lists of resources from our online store, including an annotated bibliography of over 90 books that advisors can read, recommend, or give as gifts. (Each book described in detail to make selections easier.) Go to Corgenius.com to subscribe to eight s per year from us. Receive articles, tips, and notices of upcoming training sessions. Corgenius, Inc info@corgenius.com

4 Notes

5 1. On a scale of 1 to 10, how likely are you to recommend this session to a friend or professional acquaintance? 2. What did I do especially well? 3. What is the single most important thing I could do to improve the session? Name: Company: Title: 4. May I have your permission to use your comments as a testimonial? If yes may I use your name and/or title? 5. May I have your permission to send you my Artful, Heartful Business Tips 9x per year? Thank you Amy Florian Corgenius, Inc info@corgenius.com

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