Resources for Grieving Children

No matter their age, it is always tragic for a child when a parent or other significant person dies. It is particularly difficult because so few people know how to accompany a grieving child, and so few of their peers have any experience or wisdom to draw on to help.

These are two recently publis...

03.27.20 09:03 PM - Comment(s)
New Hope for Diagnosing Alzheimers Disease?
There is recent research on Alzheimer’s disease that you may wish to share with your clients. Scientists have isolated a new variation of dementia that mimics Alzheimer’s disease. They call it LATE, because it doesn’t manifest itself until people are in their 80’s. Yet it is far more widespread than...
03.27.20 09:02 PM - Comment(s)
When Clients Want More Than Your Financial Expertise 

When Clients Want More Than Your Financial Expertise

In this day and age, financial expertise alone is insufficient to gain and retain clients. Clients expect more. They want you to understand their personal experience, and be equipped to walk them through whatever life throws at them.

Truth is, for ...

03.27.20 09:01 PM - Comment(s)
Life happens, and we are not in control. I learned this lesson yet again last month when I tripped over some fencing and fell hard onto concrete. The impact broke a crucial bone in my hip, and a few weeks later I had a total right hip replacement. This was not in my plans. 

As the news got out, ...
03.27.20 08:59 PM - Comment(s)
When Clients Chase After Closure
For many in our society, closure means leaving grief behind, a milestone they usually expect within a matter of weeks or months. Closure means being “normal”, getting back to your old self, no longer crying or being affected by the death. It means “moving on with life” and leaving the past behind, e...
03.27.20 08:58 PM - Comment(s)
Serving Families With Young Children When a Parent is Dying

When a parent with young children is diagnosed with a life-limiting illness, the emotional devastation disrupts every facet of a family’s life. It is a nightmare all of us hope we never have to face. But, at this very moment, you may well have this occurring in your corner of the world.

Do you k...

03.27.20 08:57 PM - Comment(s)
Three Skills that Generate Clients for Life 
Advisors are increasingly faced with deaths among their clients and the clients’ families. In large firms, there may be more than one a month.  If you can serve clients really well in those most difficult times, you create a bond of loyalty with the client and with the family members. Those who...
03.27.20 08:56 PM - Comment(s)
Young Adults Grieve Too Dont Ignore Them
We sometimes hear advisors assert that they don’t need training in grief support because their client base skews younger. Nothing could be further from the truth. 

First of all, remember that grief is triggered by any break in attachment. In other words, any life transition. So a client or a cli...
03.27.20 08:54 PM - Comment(s)
When Mayhem is Not a Funny Commercial During a Bowl Game 
Our speaking engagements put us in contact with many of you smack dab in the mayhem of one of the stock market’s most volatile 60-day periods in memory and the worst December since 1929.  Clients have a "relationship" with their money, and when that deeply personal relationship ends or tak...
03.27.20 08:53 PM - Comment(s)
When Grief Comes to the Office

We teach about grief and transition, and usually our focus is on helping you to support and communicate with your clients. There is another aspect, though, because it’s not just clients who are aging. So are your co-workers and colleagues. As data from Cerulli Associates suggests, the average ag...

03.27.20 08:52 PM - Comment(s)