Download Kathi’s free guide on engaging bereaved clients: What to Say & What Not to Say
According to both the Financial Times and McKinsey, there is a serious “service gap” in the financial services industry. The result? 70% of widows are switching financial advisors within the first year after their spouses death.
McKinsey estimates that baby boomers control about 70% of U.S. affluent household investable assets. Two-thirds of that is held by joint households, where the woman is not actively involved in financial decisions. These are the women clients you’re most at risk of losing.
This presentation features:
- Proactive strategies for before, during and after a client experiences grief
- Learn what “not to say” to a grieving spouse despite having the best intentions
- Learn meaningful messaging on a sympathy card
- Best practices for organizing the tasks, paperwork and decisions after a loss
To contact Kathi visit her website at www.KathiBalasek.com or email her at kathi@kathibalasek.com.