Be a good listener and provide a safe place for your client to express her feelings
Ask yourself these five questions before taking on this sensitive role
If you fail to engage the woman, you risk losing her business
Relate to both partners as individuals
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
Become your grieving client’s “thinking partner”
Postpone important decisions and avoid clichés
Women think differently from men when it comes to finances
Women seek financial advisors who understand the challenges they face
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