Anticipatory Grief and How to help your Clients

bereaved client Apr 03, 2022

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 reality is that many of your clients are facing difficult transitions now and in the future. In fact,...

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What Do You Do When Working With a Client Whose Spouse Passes Away?

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. You must call immediately.

Don't text, don't write, don't send a message. You call and learn how to...

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How to C.A.R.E For Widow Clients

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 consists of four areas.

If you want to be grief literate with widows, you need communication, action,...

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Finding Common Ground Between Financial Advisors and Widows

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 the bench, watching life go by, and handing out the Gatorade.

Let's talk today about widows, financial...

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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.