CHICAGO - When you serve a client well during one of the most difficult times of their lives, its not just helpful for the client, but its also good for your business says Amy Florian, an educator, Schwab Impact speaker and the founder of the Chicago-based loss and grief consulting firm, Corgenius.
Theres no way around it, every advisor will have clients who lose a husband, a wife, or another family member. Every advisor will face grieving clients and difficult conversations about these painful transitions, but according to Florian, the problem is that most dont know how to interact with clients at this crucial time.
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