A couple of months ago, I spent a week in Chicago at the National Association of Personal Financial Advisor‘s (NAPFA’s) National Conference. It was a great week of meeting friends and learning more about how I can better help our clients and centers of influences.
During one of the sessions, Amy Florian spoke. She spoke about grieving, loss and how we can help our clients. I thought she gave one of the best sessions and provided a lot of information that I can use in my practice. As a business owner, you might consider reviewing her website to see how you can better help your clients.