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- Sep 30, 2026
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Managing The Death Of A Longtime Client (podcast) - Palisades Hudson Financial Group (opens the original)
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The financial advisers at Palisades Hudson work with individuals and families over the course of decades. Navigating the decline and death of a client they’ve known for a very long time is a fundamental part of the job. Larry Elkin, Eric Meermann and Rebecca Pavese — three of the firm’s executives, each with more than 25 years of experience in their field — join host Amy Laburda for a roundtable discussion of how advisers experience a client’s death. They talk frankly about the emotional side of
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