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Take 15 Podcast


The Take 15 Podcast Presented By CFA Institute is a popular audio interview series defined by illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.

Download now, listen later and reflect at length.

Show Host: Lauren Foster

Producer: Mitchell Forst 

May 21, 2018

In Episode #331, Amy Florian, CEO of Corgenius, a consulting firm that teaches financial services professionals how to support clients in times of grief, loss, and transition, explains that grief is triggered when there is a break in an attachment. And while we tend to think of this break as the loss of a loved one, positive transitions—such as retirement—can also trigger grief. Florian discusses why it’s important for financial advisers to communicate with clients when they are grieving and experiencing difficult times and offers practical tips for compassionate conversations.