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...

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 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...

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...

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...

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...

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...

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...

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...

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...

So today, I want us to think about financial education delivery methods, because how many ways can we get information? If I want to look up financial literacy or investments, I can do it online. I...