Bridge over ocean
29 March 2018 Multimedia

Building Long-Term Relations with Clients through Compassionate Conversations

  1. Amy Florian

In this video interview, Amy Florian, CEO of Corgenius, a consulting firm that teaches financial services professionals how to support clients in times of grief, loss, and transition, explains that grief is triggered when there is a break in an attachment. And while we tend to think of this break as the loss of a loved one, positive transitions—such as retirement—can also trigger grief. Florian discusses why it’s important for financial advisers to communicate with clients when they are grieving and experiencing difficult times and offers practical tips for compassionate conversations.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

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