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Ways to Ease Valentine's Day for Single Clients

By Amy



Valentine’s Day is rapidly approaching. For coupled clients, it’s a reminder to show appreciation to the one they most love. But what if your client is single, was divorced recently, or had a spouse die? For them, this partner-centric day is often deeply painful. Many want to hide from ads of doe-ey...
01.12.22 02:34 PM - Comment(s)
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 How to Write Holiday Greetings for Clients in 2021

By Amy



Each fall our newsletter teaches helpful texts to write in holiday cards. Last year was particularly fraught due to the many layers of grief in the COVID pandemic. In 2021, we are still dealing with COVID, plus all kinds of other grief, so what do you write to the many clients who were touched by de...
10.28.21 03:08 PM - Comment(s)
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A Comprehensive Resource for Aging Clients and Their Families 

By Amy


Your clients come to you for more than financial and legal information, especially as they age. A significant area of concern is options for aging at home and for assisted living. Today we offer a resource you may f...
10.28.21 02:58 PM - Comment(s)
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Resources for the "Other Epidemic"

By Amy



In 2017, 36% of advisors reported having a client or a client’s family member struggling with drug addiction. And the numbers are undoubtedly higher now, as the U.S. government just reported that overdose deaths last year soared to a record 93,000. That’s an increase of almost 30% over the previous ...
10.28.21 02:55 PM - Comment(s)
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Support Clients through "Who am I now?"

By Amy



In recent blog posts, you learned about relationship loss and intra-psychic loss. Now we turn to another type of grief-inducing change...
10.28.21 02:48 PM - Comment(s)
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When a Client's Dreams are Broken

By Amy



My last blog post focused on the pervasive relationship losses your clients experienced since COVID hit. Today we turn to intrapsychic loss. This is the loss of dreams, visions, and plans for the future. It frequently occurs in everyday life – everything from infertility to divorce to not getting in...

04.26.21 07:43 PM - Comment(s)
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Five Ways to Support Clients through the Pervasive Relationship Losses of These Times

By Amy



This past year generated untold layers of grief throughout our society. Today, we focus on one pervasive grief trigger - relationship loss - and how you can effectively support your clients through it.


The most obvious relationship loss is death – the permanent, total loss of the physical relationshi...

03.15.21 03:49 PM - Comment(s)
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An Excellent Resource for Aging Clients, plus a Bonus Tip

An Excellent Resource for Aging Clients, plus a Bonus Tip

By Amy

If you are like most financial professionals, your client base is aging. Even clients in middle age see their parents (or in some cases, their grandparents) face the ups and downs that naturally occur as they get older.

Some are good things: more freedom with less “climbing the ladder,” the benefit o...
01.05.21 02:15 PM - Comment(s)
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Holiday Greetings for Clients in Light of COVID

By Amy


Check the holiday card aisle in your favorite store or catalog as you ship for cards to send to your clients. You’ll see “Happy Holidays” and “Happy Hanukkah” and “Merry Christmas”. They are all messages of light and jo...
11.21.20 08:14 PM - Comment(s)
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Talking with Those Whose Beliefs Are Opposite Yours

Talking with Those Whose Beliefs Are Opposite Yours

By Amy

In our current polarized milieu, with virus and race discussions as daily events, people are often divided into “camps” – those who wear masks and those who refuse, those who see white privilege as a reality and those who deny it, those who trust mainstream news and those who reject it, and on the l...
07.30.20 10:09 AM - Comment(s)
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