The sad reality is that many of your clients are facing difficult transitions now and in the future. In fact,...
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.
Don't text, don't write, don't send a message. You call and learn how to...
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,...
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.