Julie Quick's guest appearances

Julie Quick

XYPN Radio

Why do we do this?

Funky Business Show

Jeff Rose

Michael Kitces

Bonnie Arnold

Anna Sergunina

Natalie Taylor

Bob Proctor

Eric Thomas

Mike Dooley

Michael Reynolds

Rob Brown

Mary Beth Storjohann

Farnoosh Torabi

Daniel Crosby

Dan Andrews

Cynthia Meyer

OwlTail

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’ 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—a 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—they 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’ll 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’re interested in supporting and guiding clients through transition, this episode is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/304  

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’ 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—a 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—they 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’ll 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’re interested in supporting and guiding clients through transition, this episode is for you. You can find show notes and more information by clicking here: <a href="http://www.xyplanningnetwork.com/304" rel="noopener nofollow" target="_blank">http://www.xyplanningnetwork.com/304</a>

Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale

Julie Quick is an unofficial dame of the Adelaide theatre community. She has a resume spanning decades of award-winning shows and performances and many a happy audience appreciative of her charms.  She is open, funny, refreshingly honest and brings a unique insight into our wonderful world. You’re gonna love this one!

Support GroupsWellbeing Link is a non-profit community project providing support for people with life-affecting conditions through our regular weekly meetings.If you have any condition that impacts your life maybe we can help?We are a warm, welcoming group and our members have told us that they are experiencing:Feelings of well-beingReduced stressImproved confidence and self-esteemFeeling empowered to make positive decisionsAnd companionshiphttps://wellbeinglink.org.uk/

Support Groups Wellbeing Link is a non-profit community project providing support for people with life-affecting conditions through our regular weekly meetings.If you have any condition that impacts your life maybe we can help? We are a warm, welcoming group and our members have told us that they are experiencing:Feelings of well-being Reduced stress Improved confidence and self-esteem Feeling empowered to make positive decisions And companionship <a href="https://wellbeinglink.org.uk/" rel="nofollow" target="_blank">https://wellbeinglink.org.uk/</a>