No Longer Awkward Communicating with Clients Through the Toughest Times of Life Amy Florian Ken Florian 9780989628006 Books
Download As PDF : No Longer Awkward Communicating with Clients Through the Toughest Times of Life Amy Florian Ken Florian 9780989628006 Books
Life transitions put money in motion. Seventy percent of new investments and referrals to financial advisors result from transitions like birth, death, divorce, dementia or serious diagnosis, and retirement.
Thousands of financial professionals compete for this business, touting their skill in investing money, minimizing taxes, utilizing insurance, and coordinating estate planning. Those who succeed in getting the business have one additional skill they understand the grief triggered by every life transition, and they know what to say and do to effectively support clients through the process. People look for professionals who understand their lives to give them their business.
This kind of training is difficult for professionals to find. Most rely on what they’ve picked up from others, inadvertently perpetuating mistakes that hurt their clients and their business.
This guidebook is the definitive resource for professionals who work with clients in transition. It is packed with insightful research-based knowledge and practical applications that have a profound impact on clients and professionals alike.
Learn
- why there are better things to say than “I’m so sorry”
- facts about dementia, signs to look for, and the office protocol to follow
- whether grief is different in men and women
- six common “comfort phrases” to avoid and what to say instead
- emotional differences between divorce and widowhood
- what to do when a client is diagnosed with serious or terminal illness
- what to write in condolence cards, whether to send flowers, and what to say at services
- how to deliver a life insurance benefits check
- and much more.
The knowledge in this book equips professionals to truly serve clients, providing effective support in ways that others don’t. The added benefit serving clients well through the toughest times of life builds long-term loyalty and enthusiastic referrals. It is good for the client, good for professionals, and good for business.
What Others Say
Amy Florian’s book No Longer Awkward does one simple thing very well it helps you to respond sensitively and supportively in situations where a client is grieving. Along the way, she helps us understand why so many of our normal androutine responses can be so insensitive and unhelpful. You will do a better job with your clients by following the suggestions in this book.
- Bob Veres, Editor of Inside Information; Columnist for Financial Planning magazine.
Amy Florian eloquently describes the life transitions and sources of grief every client experiences. Most financial professionals don’t adequately understand these transitions and are ill-equipped to guide clients through them. Amy’s prescriptions in this eminently practical reference guide teach us all what to say (or not say), how to respectfully honor a client’s grief, and how to communicate support in a professional yet personal way. Learning the skills in this guide is sure to improve the quality of client relationships and the value clients assign to a firm’s services.
- David J. Drucker, President, Sunset Financial Management, Inc; principal at Virtual Office News
All financial advisors must deal with grieving clients. Unfortunately there's never been a guide that really explains what to say, what not to say, and how to handle these challenging and professionally awkward situations. Until now. "No Longer Awkward" is an incredible and incredibly practical resource for working with grieving clients, and should be required reading for every financial advisor!
- Michael Kitces, Partner and Director of Research for Pinnacle Advisory Group, and publisher of the financial planning industry blog Nerd's Eye View
No Longer Awkward Communicating with Clients Through the Toughest Times of Life Amy Florian Ken Florian 9780989628006 Books
I manage a financial institution and have worked with author Amy Florian. In addition to hiring her for client educational events, I hired Amy to work with our office to help train us in how to best serve and communicate with grieving clients. So, what I say comes from personal experience in having learned from and worked with the information Amy delivers in her book.I promise: What you will learn from Amy will not only change your life for the better, but it will change the lives of your clients for the better. They will see even more clearly how much you care for them, and they will see you as someone who understands them in ways others don't.
It is amazing how a majority of people have no idea how to communicate with someone who is suffering from a loss; even people such as those in the medical field who you would think would know what to do.
They don't.
Here's the thing: After reading this book, it may very well be that you will be the ONLY person in the client's life who truly knows how to properly communicate with a grieving individual--knowing what to do is so important when it comes to helping a client cope and, eventually, heal.
When you go to funerals or send condolence cards, you will know what to say and how best to say it. You will no longer feel awkward when communicating with someone suffering from a loss in any life situation--it is important to note here that a loss can be anything from losing a loved one, a job, a pet, a job, money, or it could be a divorce, a lawsuit, moving, or countless other things.
Before learning from Amy, I thought I was excellent at interacting with those suffering from a loss, and I probably was a little better at it than most, but wow, did I have a lot to learn. For example, I learned why I shouldn't hand a crying person a Kleenex or why I shouldn't say "I'm sorry to hear about your loss." Also, fourteen things to NEVER say (almost everyone says them) and twenty-two options for comfort, that is, what to do or say instead, and so much more.
There are wonderful, valuable chapters on dementia, terminal illness, office appointment systems, documents, and even suicide is addressed. I feel sorry for professionals who do not have a copy of this book because the professionals who do will have an edge over them.
I'll end by adding that what you will learn will help you with the relationships you have with friends and family as well as your clients. This is a wonderful, life changing book, and I know you will benefit from it as much as our office, and I, did.
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Tags : No Longer Awkward: Communicating with Clients Through the Toughest Times of Life [Amy Florian, Ken Florian] on Amazon.com. *FREE* shipping on qualifying offers. Life transitions put money in motion. Seventy percent of new investments and referrals to financial advisors result from transitions like birth,Amy Florian, Ken Florian,No Longer Awkward: Communicating with Clients Through the Toughest Times of Life,Corgenius, Inc.,0989628000,Business & Economics Finance Wealth Management
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No Longer Awkward Communicating with Clients Through the Toughest Times of Life Amy Florian Ken Florian 9780989628006 Books Reviews
I found this book to be "right on" explaining all aspects of grief. When dealing with the Market Place, there are so many ways we need to avoid unintentionally being offensive. This book, I've found to be an exceptional guide.
Terrific guide to writing those tough letters
Filled with excellent information on dealing with clients who are grieving. I would definitely recommend this book to anyone working with or has friends or family whom they are trying to support who are in the grieving process. Enlightening read.
Amy Florian has prepared a wonderful resource for the professional business person to learn how to interact with grieving clients. Her practical information is easy to adopt and her insights to people living through trauma of loss are very useful. I am a grief coach and was interested in the author's perspective. I found it very affirming as many of Amy's thoughts resonated with the current information I offer to those wanting to support their friends and loved ones through loss. I wish every business person had a copy and implemented its contents.
I bought this book for every member of my law office Team at my estate planning practise. We are reading it now and discussing it at Team Meetings every Monday. I have already found it to be enormously helpful to assist with ideas for condolence and even Get Well cards. It has also been very helpful for the Team as to what kinds of expressions of sympathy are helpful and what are not. This is a book that I would give an additional star if I could do so.
We hired Amy Florian (the author) to speak to our financial services group on how to more effectively and compassionately deal with clients who have lost a loved one. She was so effective and had so many useful tips, suggestions and research that I think the vast majority of the audience bought her book immediately (including me).
Though written for the adviser/client relationship, this book will help everyone who has ever attended a funeral, consoled a colleague after a divorce or even helped someone grieve with the loss of a pet. She tells you what TO say and as importantly what NOT to say. After reading this book, you'll feel more at ease in difficult situations and be more confident that you are actually helping the widow/widower, divorcee, etc. instead of just repeating the same of platitudes and beating a hasty exit from an awkward situation.
Very worthwhile book.
As a financial advisor specializing in working with women in tranasition through divorce and widowhood, I have very deep and often emotional conversations with my clients. This books helps enormously in providing not only a language but also the context. Amy Florian has done a sterling service for advisors and their clients.
I manage a financial institution and have worked with author Amy Florian. In addition to hiring her for client educational events, I hired Amy to work with our office to help train us in how to best serve and communicate with grieving clients. So, what I say comes from personal experience in having learned from and worked with the information Amy delivers in her book.
I promise What you will learn from Amy will not only change your life for the better, but it will change the lives of your clients for the better. They will see even more clearly how much you care for them, and they will see you as someone who understands them in ways others don't.
It is amazing how a majority of people have no idea how to communicate with someone who is suffering from a loss; even people such as those in the medical field who you would think would know what to do.
They don't.
Here's the thing After reading this book, it may very well be that you will be the ONLY person in the client's life who truly knows how to properly communicate with a grieving individual--knowing what to do is so important when it comes to helping a client cope and, eventually, heal.
When you go to funerals or send condolence cards, you will know what to say and how best to say it. You will no longer feel awkward when communicating with someone suffering from a loss in any life situation--it is important to note here that a loss can be anything from losing a loved one, a job, a pet, a job, money, or it could be a divorce, a lawsuit, moving, or countless other things.
Before learning from Amy, I thought I was excellent at interacting with those suffering from a loss, and I probably was a little better at it than most, but wow, did I have a lot to learn. For example, I learned why I shouldn't hand a crying person a Kleenex or why I shouldn't say "I'm sorry to hear about your loss." Also, fourteen things to NEVER say (almost everyone says them) and twenty-two options for comfort, that is, what to do or say instead, and so much more.
There are wonderful, valuable chapters on dementia, terminal illness, office appointment systems, documents, and even suicide is addressed. I feel sorry for professionals who do not have a copy of this book because the professionals who do will have an edge over them.
I'll end by adding that what you will learn will help you with the relationships you have with friends and family as well as your clients. This is a wonderful, life changing book, and I know you will benefit from it as much as our office, and I, did.
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