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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...