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Ep 39: Serving Clients When Their Story Changes — With Christopher D. Hill, CFP®, CGRS

As an advisor, your work with clients often goes well beyond their financial portfolio – especially when their story changes.  

In this episode, Laura Gregg and David Partain talk with Ambient Financial Advisors’ Christopher D. Hill, CFP®, CGRS. Christopher discusses why his firm decided to rebrand and focus specifically on helping clients manage through transition due to a meaningful loss of life or livelihood or other traumatic events.  

In this episode, you’ll learn:

  • Why rebranding helped Ambient better find and speak to their ideal clients
  • How to talk about and plan for anticipatory grief
  • Helping clients move through emotional landmines
  • Ideas for helping clients find hope again
  • What Christopher did to reconcile his feelings about racial inequity
  • And more!

Listen now to discover how you can be a more impactful resource for your clients as their story changes.

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Ambient Financial Advisors