Home JoAnne Sommers

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

  • August 25, 2016 February 12, 2019
  • 11:00

Ask yourself these five questions before taking on this sensitive role

  • August 24, 2016 February 12, 2019
  • 10:15

If you fail to engage the woman, you risk losing her business

  • February 19, 2016 February 12, 2019
  • 11:30

Relate to both partners as individuals

  • February 18, 2016 February 12, 2019
  • 11:45

The best way to help clients who are going through this difficult process is to provide calm, logical advice. You can help your clients organize their paperwork in preparation for seeing a divorce lawyer

  • December 10, 2015 January 31, 2019
  • 00:00

Become your grieving client’s “thinking partner”

  • December 7, 2015 February 12, 2019
  • 10:30

Postpone important decisions and avoid clichés

  • December 4, 2015 February 12, 2019
  • 11:15

Women think differently from men when it comes to finances

  • July 29, 2015 February 12, 2019
  • 10:30

Women seek financial advisors who understand the challenges they face

  • June 1, 2015 February 12, 2019
  • 09:10

With senior clients being prime targets for fraud - even from family members - there are several signs you could be looking for to help these clients protect their assets

  • February 15, 2015 February 13, 2019
  • 00:00