Prepare to Meet Thy Boom: Communicating with Clients in the Toughest Times of Life

Clients increasingly want more than just investment strategies. They want advisors who understand their lives so they can give them their business. Yet how many advisors are trained to support clients through painful life transitions? In this positive and educational session, learn what questions to ask grieving clients, how to provide support without being intrusive or unintentionally alienating them, and the most helpful “tissue etiquette”. Discover ways to handle irrational fears, how to bring humor into meetings, and tips to help clients make wise decisions in the midst of trauma. Learn practical skills you need to walk clients through their toughest times, so you provide genuine support while building life-long loyalty and enthusiastic referrals.

Help! What Do I Say?

Do you dread attending funerals or services for a client’s family member? When you do go, are you at a loss for words after stammering over “I’m so sorry” or “You have my sympathy”? This workshop turns your dread into confidence by teaching you what your clients wish you would say and do. Learn six commonly-used phrases to avoid, and what to say instead. Find out what to write in a condolence card and when to send it, and whether to send flowers. Be informed on the best way to follow up in the year after a death. Come hear from a pro so you can effectively talk with and support clients during these painful times.

The Wise Guide: As Your Client Ages

You know how to invest money. Do you also know how to recognize the signs of dementia in clients, and what to do when you notice them? Can you fully explain the eight legal, medical, and legacy documents clients need to complete to help ensure their wishes will be honored? Find out what you need to know to protect yourself and your clients when their capacity diminishes. Learn to be a trusted and knowledgeable resource guiding clients through the losses and changes of aging, and the possibility of dementia.

Shadows Grow Long - When Your Client is Dying

Seventy percent of people in the United States die of a chronic or terminal illness, so probably 70% of your clients will, too. When your client receives a terminal diagnosis, are you as uncomfortable as most people, or do you know what to say in the office and how to facilitate the necessary financial decisions? Learn to help clients live fully whatever time remains to them, and help them have the four things people need in order to die in peace. Be equipped to bring family members into the process in ways that prevent later problems and promote intergenerational loyalty. Become a trusted advisor through all phases of life while solidifying lasting professional relationships.

Advanced Topics in Grief Support - Part Five

You understand the basics of grief, and have learned to do a good job supporting clients through it. Yet you could still be alienating clients because of what you don’t understand. For instance: What are the six types of loss people experience, and the five ways loss can hit? How do you know whether you should refer a grieving client for professional help? How do you recognize the guilt of the “if-only” syndrome and help a client resolve it? What about those difficult situations like suicide, murder or violent death, and complicated cases? Learn all this and more, so you can be a valued resource and effectively guide your clients in the toughest times of their lives.

A Friend Indeed

Everyone experiences loss, whether from death, divorce, or other major transition. In the midst of it, hope can seem lost and you may even feel like you will never be happy again. Would you like to help yourself or help those you love?

Learn from a professional in the field who has been there herself and has continued to coach grieving people for over 20 years. Learn about grief itself - what it feels like and what is normal. Then learn practical strategies - what to say, what to do, and how to help yourself or your loved ones become whole again. Heal back to life, so you can live it vibrantly.

Your Life. Your Choice

Do you want to have as much control over your life as possible right up to the end? Do you want to pass on your wisdom, life lessons, and legacy to those you love? You are not alone. Learn what you need to know about completing eight documents that can help make that happen. Understand the options, limitations, usefulness, and relevant issues.

Get the facts in sensible, easy-to-understand language so you can prepare to live as fully as possibly until you take your last breath, while relieving your loved ones of making difficult decisions without knowing what you want.