Advice for WidowsPosted on
According to 2011 Spectrem Group research, 70% of widows leave their financial advisor after their husband dies. Why are they unhappy? This week’s guest is Kathleen Rehl, both a widow and a financial advisor, who experienced grief compounded by financial stress when her own husband passed away. Kathleen joins Real Wealth® to talk about the importance of having both spouses in on the “money conversation,” so that all are on the same page and comfortable with the decisions made. By establishing a trusting, solid relationship with each of your clients, you’ll be able to help them through this difficult time instead of adding to their anxiety, which may cause them to leave.
This program may have passed its compliance expiration date.
Please fill out the 'request access' form so we can get it re-approved and make it available to you.