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10 Techniques for Grieving Advisors10 Techniques for Grieving Advisors

You're constantly checking in on aging clients, but who's checking in on you?

Amy Florian, CEO

August 30, 2022

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As the baby boomer generation ages, you may find yourself frequently dealing with sick, dying or grieving clients, many of whom have worked with you for years or even decades. An advisor told me that one evening he felt empty and sad as he sat and looked at the picture of yet another cherished client who had died. How do you care for yourself in your grief?    

Here are 10 scientifically validated strategies for self-care that I recommend. Some can be done anytime, including between client meetings, while driving or in the middle of the night.

There are more self-care techniques, but these are a good start. Honor the fact that grief arises only because you care so much. Tend to your own healing so you can be there for others.

Not everything works for everyone, so find what works for you and do that.

Amy Florian is the CEO of Corgenius.

About the Author

Amy Florian

CEO, Corgenius

Amy Florian, CEO of Corgenius, combines the best of neuroscience and psychology with a good dose of humor in training professionals to build strong relationships with clients through all the losses and transitions of life.

She is author of over 100 articles and the book “No Longer Awkward: Communicating with Clients through the Toughest Times of Life”. Recently, she was chosen by LifeHealth Pro as one of the “20 Most Creative People in Insurance & Financial Services.” 

Amy holds a Master’s Degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies). She taught a graduate class at Loyola University of Chicago for nine years, has worked with over 2,000 grieving people, and consults with firms, corporations, nonprofit organizations and individuals nationwide.