Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale
Today we have the honor of speaking with Chris Dale and Julie Quick, two XYPN members and RIA owners who make a tremendous impact in their clients\u2019 lives as they focus on the complex niche of people in transition, specifically those dealing with grief.
To begin our conversation, Julie and Chris define grief and explain the complexities and emotions of the grieving process. They discuss how essential it is to humanize the experience of grief and to understand the longevity and vulnerability associated with processing grief\u2014a perspective that is necessary when working with someone in transition. You'll hear Chris and Julie discuss the unique aspects of their firm and service model that allow them to be much more than just financial planners to their clients\u2014they often introduce their families to their clients and share their own stories of grief. Given the time commitment of this type of advising relationship, questions arise about scalability. You\u2019ll hear their tips for continuing to build a practice while maintaining a meaningful relationship with each one of their clients founded on support, friendship, and empathy.
If you\u2019re interested in supporting and guiding clients through transition, this episode is for you.
You can find show notes and more information by clicking here:\xa0https://www.xyplanningnetwork.com/304\xa0\xa0