Amy

Blog by Amy

Imagine a usual day. You grab a coffee and settle in at your desk. You conduct two productive client meetings and go for lunch before the afternoon’s tasks. There’s nothing unusual; it’s just a typical day. Then you answer the phone, you hear the hospital chaplain’s voice …..and nothing is ever the ...
03.26.20 03:56 PM - Comment(s)
It is inevitable. As a professional with long-term clients, soon or later you will be face-to-face with a client in grief or transition. What do you do? What do you say? 


If you find yourself at a loss for words, you are not alone. There has never been a financial advisor’s guide that explains w...

03.26.20 03:50 PM - Comment(s)