How many of your current clients are experiencing:

• A critical health diagnosis? 
• A long term illness? 
• Caregiving for a family member?  
• A stressful life transition?

The sad...

Today, I want to talk about firsts. When you have a client whose spouse passes away, you have a series of things that must happen. So first thing, we want to organize our empathetic actions.

#1....

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...

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...