Financial advisors are on the front lines of bad news.
Your entire business is filled with clients who have either experienced grief or will experience grief at some point in their lives.
When that time comes, you’ll often be one of the first people they talk to.
And, unfortunately, we aren’t naturally “grief-literate.” We feel awkward, don’t know what to say, and generally mishandle the conversation.
But, when you have a process for handling grieving clients, you can capitalize on the opportunity to forge deeper relationships and grow your business.
In this episode, grief literacy expert Kathi Balasek reveals the essential skills financial advisors need to navigate conversations with clients experiencing grief.
You’ll Learn:
- The #1 reason widows leave their advisors
- What NOT to say during times of grief and loss
- How to help clients avoid big decisions during times of grief
- The significance of creating a “lesson plan” for a post-loss meeting
- What her advisor did well in her first meeting after losing her husband
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