Widows are the Least Understood Client

financial advisor grief communication insurance widows Aug 09, 2021
understanding grieving clients

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 you really want to help someone?

If it is rooted in that third why, that truly helping someone, making an impact on the planet, I have a challenge for you.

Widows are your tribal market.

They want to know you. They want to know your purpose, and they want to know your why. Your impact on this world matters.

So reach out to your widow clients and make that happen. Cheers.