How Financial Advisors Communicate With Widows

Uncategorized Aug 30, 2021

Hi, everyone. Today, we're going to talk about common statements that people say to someone who is grieving. Basically, popular statements that are unpopular with grievers, stay strong, they're in a better place, everything happens for a reason.

However well-meaning, it can be more hurtful and it...

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How to C.A.R.E For Widow Clients

Uncategorized Aug 23, 2021

To all of my financial friends out there, I am on a mission that every one of you, whether you're an advisor, a company supporter, that you have a widow division in place. I believe that it consists of four areas.

If you want to be grief literate with widows, you need communication, action,...

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What a Widow Looks for in a Financial Advisor

Uncategorized Aug 17, 2021

So today, I want to talk about the research from widows and financial advisors and how to make that connection. Even though this is an understudied area, I found a current study about qualities desired in a financial planner from the widow's perspective. And the five that they showcased from top...

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Widows are the Least Understood Client

Uncategorized Aug 09, 2021

To my financial industry friends, how did you connect with widow clients?

They are the least understood, but yet with the highest needs.

Why do you do what you do? Do you want the income and the high earning capacity? Do you love math and numbers? Or do you truly have that core value story of why...

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Learn to Mirror the Widow's Language

Uncategorized Aug 02, 2021

Today I want to give two grief communication skills to financial advisors who are working with widow clients.

First, say the name of their late husband or spouse

Say things like "I really appreciated knowing John," "He made a difference in my life," "I can't imagine what you are going through...

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How to Develop Your Grief Literacy Skills

Uncategorized Jul 12, 2021

By 2030, less than 10 years from now, women will control a huge part of the $30 trillion wealth transfer that is coming.

Marketing to women just makes sense.

Let's talk about widows because, sadly enough, they are your current and future clients.

How prepared are you? How practiced are you?

It's...

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What You Say and Do Matters

Uncategorized Jul 05, 2021

I want to help support the success for financial advisors, specifically when it comes to widows.

What you say and what you do through this grieving time and transition is pivotal. You can be proactive and set some things up or be reactive and uncomfortable and awkward.

The widowhood market is...

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Finding Common Ground Between Financial Advisors and Widows

Uncategorized Jun 21, 2021

So if wealth management was a sport, where would women be? Would they be on the field, on the bench, in the stands? Would they be handing out the Gatorade?

As a widow, I am very familiar with on the bench, watching life go by, and handing out the Gatorade.

Let's talk today about widows, financial...

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How Can Financial Advisors Be Better Prepared to Guide Their Female Clients?

Uncategorized Jun 14, 2021

Hi, everyone. Today I want to ask you a question. What are you doing to retain your financial clients who will become widows? Because in the real estate market, it's location, location, location, but in the financial industry, it's prepare, prepare, prepare. I call it triple P.

So, here's some...

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4 Tools Financial Advisors Can Implement When Working with Widows

truth Jun 07, 2021

If you are a financial or wealth advisor, I have a question for you. Do you want to be a champion for widows? Because there are so many reasons why they are your current and future clients.

Sadly enough, baby boomers, we are going to have a death boom, and 70% of those people dying in that age...

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Your Guide on How to  Communicate Authentically With Someone Who is Grieving.

We have all had moments of loss. What you say is important.