You are the expert, You've been trained. You have the experience and the expertise in financial planning. But let's fill the gap and follow the steps in the P.A.C.E.R. Program. Learn to connect with these tools and engage and attract and retain female clients.

This is what I can help...

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...

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...

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...

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,...

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...

By 2030, less than 10 years from now, women will control a huge part of the $30 trillion wealth transfer that is coming.

Marketing to women just makes sense.

Let's talk about widows because, sadly enough, they are your current and future clients.

How prepared are you? How practiced are you?

It's...

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...