SEATTLE Life expectancy continue to rise, but death is still as sure as taxes. As the number of Americans working with advisors also rises, experts say many wealth managers need to upgrade their strategies for working with clients coping with grief or risk losing them to other advisors.
Amy Florian, CEO of Corgenius, which specializes in training professionals to effectively support clients handling a loss or life transition, told a crowded session at the Investment Management Consultants Association conference on Tuesday that its crucial to ask good questions and really, really listen.
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