FINANCIAL PLANNING FOR NEWLY WIDOWED CLIENTS, A Better Approach During a Challenging Time
presented by Chris Bentley
Most financial advisors work with clients who have lost a spouse at some point. While sympathetic to this transition, it's still pretty much “business as usual.” Naturally, advisors want to help, but what is it clients need during this stressful and painful time? They can't tell their advisor because even they don't know. But advisors need to know.
This session will provide an overview of the widow crisis and the financial impact of losing a spouse. Advisors will learn the difference between crisis planning and financial planning to better serve newly widowed persons. Use new optics with which to better serve widowed persons, resulting in deeper relationships, retention, and referrals.
By the end of this session, attendees will:
- Understand the scope of the Widow Crisis
- Understand the unique challenges of working with newly widowed men and women and their finances
- Learn the five most important topics to address with newly widowed clients and why
- Learn how to adjust your approach to financial planning to be more relevant to newly widowed clients
- Obtain a deeper understanding of how to deliver the desired client experience to newly widowed clients to retain them and generate referrals
One hour of CFP CE Credit Approved.
https://us06web.zoom.us/j/88078267201?pwd=ZFk0UTNiSlFwTGF3MS9kVkxTVkU4UT09
Meeting ID: 880 7826 7201
Passcode: 250968