Ep 054: Lessons Of An Advisory Firm Merger And Launching Your Own Advisor FinTech Company with Greg Friedman

Ep 052: Why Today's Technology Tools Are The Golden Age Of Advisor FinTech with Joel Bruckenstein

Financial Advisor Success - Ep 053: How Compassionate Communication Makes Us "No Longer Awkward" With Grieving Clients with Amy Florian

It is so hard to know what to say to or what to do for a grieving person. The awkwardness fills us up and makes it hard to give grieving people what they need to feel comfort and cared-for. Amy Florian is a thanatologist and expert in grief, death and loss. She joins us on the show to give some incredibly valuable and actionable advice on how to deal with clients, coworkers, friends and family who are grieving. For show notes and more visit: <a href="https://www.kitces.com/53" rel="noopener" target="_blank">https://www.kitces.com/53</a>

Ep 053: How Compassionate Communication Makes Us "No Longer Awkward" With Grieving Clients with Amy Florian

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd's Eye View at www.Kitces.com.

Ep 053: How Compassionate Communication Makes Us "No Longer Awkward" With Grieving Clients with Amy Florian

Financial Advisor Success

Michael Kitces

Summary

Transcript