widowed clients – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Sun, 17 Nov 2019 08:17:24 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png widowed clients – Investment Executive https://www.investmentexecutive.com 32 32 Offering support in times of grief https://www.investmentexecutive.com/building-your-business/client-communications/offering-support-in-times-of-grief/ Wed, 24 May 2017 16:00:00 +0000 https://www.investmentexecutive.com/uncategorized/offering-support-in-times-of-grief/ Attending the funeral of a client’s loved one can provide comfort

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]]> Working with grieving clients https://www.investmentexecutive.com/building-your-business/client-communications/working-with-grieving-clients/ Thu, 18 May 2017 15:30:00 +0000 https://www.investmentexecutive.com/uncategorized/working-with-grieving-clients/ Comforting a client who has lost a loved one is an increasingly important skill for financial advisors

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]]> In the face of grief: communicating with widows https://www.investmentexecutive.com/building-your-business/practice-management/in-the-face-of-grief-communicating-with-widows/ Thu, 25 Aug 2016 16:00:00 +0000 https://www.investmentexecutive.com/uncategorized/in-the-face-of-grief-communicating-with-widows/ Be a good listener and provide a safe place for your client to express her feelings

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]]> Working with widows is not for everyone https://www.investmentexecutive.com/building-your-business/practice-management/working-with-widows-is-not-for-everyone/ Wed, 24 Aug 2016 15:15:00 +0000 https://www.investmentexecutive.com/uncategorized/working-with-widows-is-not-for-everyone/ Ask yourself these five questions before taking on this sensitive role

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]]> Helping clients in times of grief https://www.investmentexecutive.com/building-your-business/practice-management/helping-clients-in-times-of-grief/ Tue, 26 Apr 2016 16:45:00 +0000 https://www.investmentexecutive.com/uncategorized/helping-clients-in-times-of-grief/ You can be a calming influence for clients whose judgments are clouded by emotions

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]]> When your client dies https://www.investmentexecutive.com/building-your-business/practice-management/when-your-client-dies/ Mon, 26 Oct 2015 15:20:00 +0000 https://www.investmentexecutive.com/uncategorized/when-your-client-dies/ If you have established a rapport with both spouses, you can provide assistance to the widow

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]]> 70% of widowed clients switch financial advisors — don’t be left out https://www.investmentexecutive.com/news/industry-news/70-of-widowed-clients-switch-financial-advisors-dont-be-left-out/ Tue, 13 May 2014 10:00:00 +0000 https://www.investmentexecutive.com/uncategorized/70-of-widowed-clients-switch-financial-advisors-dont-be-left-out/ Jennifer Black, senior financial advisor, certified financial planner, Manulife Securities, and co-author of “Managing Alone, Your Trusted Advisors’ Guide to Dealing With the Death of Your Spouse” gives her three top tips on how to work with widowed clients. She spoke at the 2014 Radius Practice Management and Retirement Summit in Toronto.

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]]> Suddenly alone https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/suddenly-alone/ Mon, 16 Dec 2013 05:00:00 +0000 https://www.investmentexecutive.com/uncategorized/suddenly-alone/ Recent widows are emotionally vulnerable and at risk of making costly, impulsive decisions. You can provide the advice and moral support they need

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]]> Working with recent widows https://www.investmentexecutive.com/building-your-business/practice-management/working-with-recent-widows/ Tue, 18 Dec 2012 15:30:00 +0000 https://www.investmentexecutive.com/uncategorized/working-with-recent-widows/ Focus on communication and reassure your client

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]]> Working with widowed clients https://www.investmentexecutive.com/building-your-business/practice-management/working-with-widowed-clients/ Mon, 24 Oct 2011 16:10:00 +0000 https://www.investmentexecutive.com/uncategorized/working-with-widowed-clients/ Meet spouses to boost retention

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