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Building Long-Term Relations with Clients through Compassionate Conversations: 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...

Building Long-Term Relations with Clients through Compassionate Conversations: 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...

FromTake 15 Podcast


Building Long-Term Relations with Clients through Compassionate Conversations: 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...

FromTake 15 Podcast

ratings:
Length:
20 minutes
Released:
May 21, 2018
Format:
Podcast Episode

Description

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.
Released:
May 21, 2018
Format:
Podcast Episode