Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
420: When a Client Loses a Loved One: Exactly What to Say and Do
When a client loses a loved one, knowing what to say, what to do, and how to show up for them can feel overwhelming. As financial advisors, we're trained to handle the financial side of things, but navigating the emotional and behavioral side of grief? That's a whole different skill set.
In this episode, I'm joined by Ashley from Beyond the Plan to talk about how to support grieving clients with empathy, confidence, and a clear plan of action. We're combining Ashley's expertise in navigating difficult conversations with my love of systems and processes to help you create an experience that's…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.