Advising Clients through the Toughest of Times
September 23, 2014
Elmira Country Club
Clients increasingly want more than just investment strategies. They want advisors who understand their lives. In this positive and educational session, learn what questions to ask grieving clients, how to provide support without being intrusive or unintentionally alienating them, and the most helpful "tissue etiquette". Discover ways to handle irrational fears, how to bring humor into meetings, and tips to help clients make wise decisions in the midst of trauma. Learn practical skills you need to walk clients through their toughest times, so you provide genuine support while building life-long loyalty and enthusiastic referrals.
Join us for the Community Foundation's first Professional Advisor luncheon featuring guest presenter, Amy Florian.