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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Let’s Talk About Monday’s Point of View

Uncategorized May 31, 2021

 So today, I want to talk about Monday's point of view because you are here for more than just the to-do list, the scheduling, the checking things off, and you are here for purpose. So I want us to expand our hearts today and think about what it would be like to work with widows. Because...

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The Value in Working with Widows

Uncategorized May 31, 2021

So today, I want to talk about Monday's point of view because you are here for more than just the to-do list, the scheduling, the checking things off, and you are here for purpose. So I want us to expand our hearts today and think about what it would be like to work with widows. Because yes, I'm...

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Financial Education Delivery Methods For Speaking With Widows

Uncategorized May 25, 2021

So today, I want us to think about financial education delivery methods, because how many ways can we get information? If I want to look up financial literacy or investments, I can do it online. I can sign up for a course, a blog, a podcast. I can read an article. I can watch a webinar. But...

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Let's Talk About Widows

Uncategorized May 18, 2021

I want to talk about capable women, educated women, career women, stay-at home mom women, widows. Widows look very differently but widows, all of those things that we've done in our lives, we're still beginners. 

I mean imagine, when I think of a beginner I think of that kindergartner and we...

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Holiday Buzz Kill; Tips for those who Grieve

 

Do you feel anxious, dread and overwhelm when the word holiday is brought up?  Do you approach them like a hurdle you have to get over/through/around?

 

Do you wish that you didn’t feel like you have to hide your feelings, put on a front with your family and friends or feel...

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Give Her a Name

 

Is there an inner critic inside your head?  Does she test you weekly, daily or by the hour?  Where did she get the license to show up whenever and wherever to tell you things that are not true?  She loves to keep you as a captive audience so you stay right where you...

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Holiday Cheer-leader!

 

“All is not Merry and Bright.”

 

Do you dread the holiday season? Does it feel like when November happens it is time to get back on that roller coaster again.  Are you buzzing around prepping, cleaning, gifting, guilting, avoiding rather than pausing, reflecting and...

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Leasing Life's Legacy?

confidence self worth Aug 22, 2020

 

“Legacy is not leaving things FOR people, it is leaving things IN people.”     

-Peter Strople

 

What will be the legacy that you leave?  When people think of you, what will they say about how you lived your life?  Are you testing out or taking...

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Yes Please, No Thank You

 

“When you say ‘yes’ to others make sure you’re not saying ‘no’ to yourself.” 

– Paulo Coelho

 

It’s either a “yes, hell yes, no or hell no.” 

When you invite maybe, perhaps and I might to the party, that is...

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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.