An Indispensable Guidebook for Professionals Serving Clients Through the Transitions of Life
“After reading this book, it may very well be that you are the only person in the client’s life who truly knows how to properly communicate with a grieving individual – knowing what to do is so important when it comes to helping a client cope and eventually heal.” - Lee Bernstein, Business Manager; Eley-Graham Financial Advisory Services.
Life transitions put money in motion. Seventy percent of new investments and referrals result from transitions like birth, death, divorce, dementia or serious diagnosis, and retirement.
Thousands of financial professionals compete for this business, touting their skill in investing money, minimizing taxes, utilizing insurance, and coordinating estate planning. Those who succeed in getting the business have one additional skill: They understand the grief triggered by every life transition, and they know what to say and do to effectively support clients through the process. This guidebook is the definitive resource for professionals who work with clients in transition.