Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading financial

advisors navigated the inevitable challenges that arise on the path to success and get insight

from leading industry consultants about how to break through to the

next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

Welcome to the 53rd episode of the Financial Advisor Success podcast. My guest on today's podcast is

Amy Florian. Amy is the founder of Core Genius, a consulting firm that teaches and trains financial advisors about how to work better with grieving clients.

What's fascinating about Amy, though, is that she actually is a trained thanatologist, one who studies death, loss, aging, transitions, and various forms of grief.

A path that first started for her when she unexpectedly became a young widow herself at the age of 25

with a seven-month-old son after a tragic car accident.

And ultimately evolved into running a support group for widows, getting a master's degree

in becoming a fellow in Thanatology.

And over the decades has expanded into conference presentations,

workshops, a masterclass, and a series of books with a primary specialization in working with us

as financial advisors. In this episode, we talk in depth about the real challenges as a financial

advisor when trying to work with clients who are grieving. Why, the grieving process isn't just

about death and

dying, but anytime someone has a break with an attachment, which can even include the break

from the attachments of existing social relationships and personal identity when someone retires,

and how in the end our job as financial advisors working with grieving clients isn't about

trying to make them feel happier,

but simply to comfort them as they go through their own healing process,

...