The Grief of a Financial Advisor

Rick Ross: Even positive transitions trigger grief. He says a financial advisor has a client who retires, throw a party, right? Happy. But look at everything they have to leave behind in order to retire; status and title and prestige,. Their role, the relationships, the colleagues they associated with on a daily basis. And so yeah, it could be thrust upon you. Your circumstances may not be of your choosing. You can experience denial and anger bargaining and depression and acceptance. These are all things that you go through when you go through this grieving process.