CHICAGO - When you serve a client well during one of the most difficult times of their lives, it’s not just helpful for the client, but it’s 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.

There’s 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 don’t know how to interact with clients at this crucial time.

Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access