When there is a death in a client’s family, do you say “I’m so sorry” like everyone else, or do they you know how to provide genuine comfort? Are you prepared to support an aging client showing signs of diminished capacity?
As the client base ages, knowing how to support clients in transition plays a surprisingly large role in building the trust and confidence that is the foundation of lasting client relationships.
Internationally recognized as an inspiring and knowledgeable speaker, Amy Florian offers practical insight on how to work with clients in transition and serve them in ways that benefit your clients, their families, and your firm. Read More