The C.A.R.E Strategy

So if you work with women, you will work with women in transition. With female financial transitions, there is a component of loss and they truly need a trained thinking partner. Whether they are widowed, divorced, retired, have a career change, have an inheritance, things that really alter their...

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How Financial Advisors Communicate With Widows

Hi, everyone. Today, we're going to talk about common statements that people say to someone who is grieving. Basically, popular statements that are unpopular with grievers, stay strong, they're in a better place, everything happens for a reason.

However well-meaning, it can be more hurtful and it...

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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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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.