Description
As baby boomer women outlive their husbands, it will change who makes the financial decisions for an increasing percent of an advisor’s client base. Financial advisors who work with women and/or current widows may be ill-equipped in grief communication skills that engage and connect with this growing population that really needs your help making informed financial decisions. Many financial advisors are at a high risk of losing these clients without a better understanding of grief communication and language skills. This presentation helps advisors better understand how to engage, protect, assist and empower their widow clients. Testimonial: “This is such an important topic. Provided good ideas to serve those grieving/preparing the relationship in advance.”
Learning Objectives
In this one-hour webinar you will: 1. Learn why grief literacy competence is vital to bereaved clients; 2 Gain a better understanding of grief communication skills and language that connect and build the relationship with widow clients; 3. Discover who widows are today and why they need a grief-smart financial advisor; 4. Identify possible interventions and proactive steps that advisors can take before and after their client experiences grief; 5. Recognize the benefits of becoming grief literate professionally, personally and culturally.