Topic: Life Strategy

Caring for Clients, Even After Farewell 

One of the things Advisors have to learn on the job, emotionally, is how to deal with the knowledge that a client has passed away. Often in my relationships with clients, I get a sense of their energy, and I look forward to interacting with them in our meetings and phone calls. When this energy [&he...

Lauren Williams, MBA, CFP®

Feb 2, 2024

Topics:

Get new blog posts in your inbox:

pages:

Contact Headshot Image

Let's talk.

Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.

(877) 733-1859

Your Name

Phone Number

Email address

ZIP code