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...