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What a Widow Looks for in a Financial Advisor advisors financial advisor grief literacy widows 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...

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Widows are the Least Understood Client financial advisor grief communication insurance widows 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...

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Learn to Mirror the Widow's Language financial advisor financial planning grief literacy widows 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...

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How to Develop Your Grief Literacy Skills advisors communication grief communication grief literacy 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...

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What You Say and Do Matters dual inheritors financial advisor grief communication 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...

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Finding Common Ground Between Financial Advisors and Widows advisors bereaved client financial advisor 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...

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

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4 Tools Financial Advisors Can Implement When Working with Widows financial advisor truth working with widows 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...

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Let’s Talk About Monday’s Point of View advisors financial advisor financial planning 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...

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The Value in Working with Widows financial advisor financial services working with widows May 30, 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...

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Financial Education Delivery Methods For Speaking With Widows financial advisor financial services working with widows May 24, 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...

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Let's Talk About Widows advisors financial advisor working with widows May 17, 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...

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