Dealing with death: Tips for advisors

By Paul Wilson

ProducersWEB


Co-created with Daniel Williams

At the age of 25, Amy Florian became the widowed mother of a seven-month-old child when her husband was killed in an auto accident. In the following weeks and months, it became apparent that while people had the best intentions, they clearly didn't know what to say or how to act.

And service providers were as guilty as anyone, often making her feel like "little more than a number in their contact list."

In the years since her husband's death, Florian has earned a master’s degree and Fellow in Thanatology (the highest international level of certification in the field of grief studies), and started her own consulting and coaching business, which focuses on training people in the health care and financial services professions in how to deal with death and grief.

In the video below, Florian talks about why we're so uncomfortable with death, explains why 70 percent of widows change financial advisors within three years of their husband's death (it may not be what you think), and describes how advisors can best support clients during periods of transition and loss.

See also:
Death is scary (but we need to get over it)

Q&A: Breaking down the taboo of death

What we talk about when we talk about death