Description
Financial and legal professionals are rarely taught what to do and say (and what not to) when clients go through tough, emotional times. That means if you do know, it sets you apart and you gain clients from others who don’t. Start by understanding the many levels and triggers of grief your clients experience during crisis and tragedy. Learn a list of things not to say, including several that will surprise you.
Learning Objectives
Learn how to answer the dreaded “bad news” phone call, what to concentrate on at services after a death and the most life-giving ways to communicate with grieving clients at appointments and on the phone. Walk away with practical, proven strategies to implement immediately.