Engage your clients.

Grief or Depression? A Guide for Advisors Supporting Clients in Loss

When clients are grieving, for whatever reason, great advisors find a way to guide clients through that process while still focusing on the practical issues associated with wealth. They can create safe spaces for conversation, and pause to help clients regain their emotional footing before acting. This very human process not only creates trust but protects clients against the cost of poor decision‑making. 

Amy Florian, CEO at Corgenius, examines how advisors can weave compassion into every interaction.

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Engage your prospects.

Don't Get Ghosted: How To Keep Prospects From Disappearing

Prospects don’t disappear by accident. It happens when there is no urgency, clarity is lacking, or emotional engagement is missing. Effective advisors build momentum by clearly defining next steps, creating meaningful touchpoints, and aligning their follow‑up with the prospect’s pace and priorities.

Brian Wolfe, vice chair of Terrace Wealth, explains why following up with value, conversation, and connection moves prospects from interest to action.

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Engage your mind.

Want to Lead and Direct? You Should Be Asking More Questions

Leadership isn’t defined by being the expert in the room. It starts with asking better questions and listening to what’s truly happening, getting beneath the surface when possible. By facilitating conversation instead of dictating direction, leaders build engagement, clarity, and ownership within their teams. 

Bruce Tulgan, CEO of RainmakerThinking, draws from Mary Trout, Chief Commercial Officer at Candela, to understand why true impact is guided by inquiry, empathy, and shared purpose.

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