Amy Florian

Whether clients are coping with death, divorce, retirement, empty nest, or other life transitions, what you say and do in the office has more influence on your client relationship than your financial savvy ever did. Understand how to answer the dreaded “bad news” phone call, the different levels of grief in every transition, the differences between men and women, and the best ways to communicate at appointments and on the phone. Find out how to handle a crying client and why the stages of grief don’t fit. Gain skills to bring humor into meetings and help clients make wise decisions in the midst of loss or transition. Walk away with practical, proven strategies that you can implement immediately.

(Note: also available specifically to women – “Effectively Guiding Women through Life Transitions”)