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Working with grieving clients

Attending the funeral of a client’s loved one can provide comfort

Working with grieving clients

Comforting a client who has lost a loved one is an increasingly important skill for financial advisors

Working with grieving clients

Be a good listener and provide a safe place for your client to express her feelings

Working with grieving clients

Ask yourself these five questions before taking on this sensitive role

Working with grieving clients

You can be a calming influence for clients whose judgments are clouded by emotions

If you have established a rapport with both spouses, you can provide assistance to the widow

  • By: Leah Golob
  • October 26, 2015 December 19, 2017
  • 10:20
70% of widowed clients switch financial advisors — don’t be left out

Jennifer Black, senior financial advisor, certified financial planner, Manulife Securities, and co-author of “Managing Alone, Your Trusted Advisors’ Guide to Dealing With the Death of Your Spouse” gives her three top tips on how to work with widowed clients. She spoke at the 2014 Radius Practice Management and Retirement Summit in Toronto.

Recent widows are emotionally vulnerable and at risk of making costly, impulsive decisions. You can provide the advice and moral support they need

Focus on communication and reassure your client

Meet spouses to boost retention