5 Proactive Tips for Financial Advisors Working With Women Experiencing Widowhood

Clients who are experiencing widowhood are women first.

Before you start to see a bereaved client as a widow, remind yourself they are women and women are very relational, conversational and rapport driven. They're looking for advisers who are authentic and understand them.

So take the time and...

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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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What a Widow Looks for in a Financial Advisor

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 desired in a financial planner from the widow's perspective. And the five that they showcased from top...

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Widows are the Least Understood Client

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 high earning capacity? Do you love math and numbers? Or do you truly have that core value story of why...

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Learn to Mirror the Widow's Language

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 appreciated knowing John," "He made a difference in my life," "I can't imagine what you are going through...

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What You Say and Do Matters

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 proactive and set some things up or be reactive and uncomfortable and awkward.

The widowhood market is...

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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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4 Tools Financial Advisors Can Implement When Working with Widows

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 enough, baby boomers, we are going to have a death boom, and 70% of those people dying in that age...

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Let’s Talk About Monday’s Point of View

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 expand our hearts today and think about what it would be like to work with widows. Because yes, I'm...

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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.