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Working Effectively with Widows: Providing Assistance They Need

Kathleen M. Rehl, Ph.D., CFP®, Speaker, Author & Trusted Guide, Rehl Financial Advisors
It’s a fact that 70% of widows consider changing advisors within the first three years of widowhood AND 44% get financial information in new ways. Participants will learn about the special challenges and opportunities of serving widows, including practical techniques to strengthen their relationships with these women. The presentation will cover business benefits of serving this niche, understanding the grief process, communications do’s and don’ts, common money mistakes widows make and more.
Sep 5 2012
49 mins
Working Effectively with Widows: Providing Assistance They Need
widow financial advisor niche women
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Thought Leadership for Financial Advisors (TLFA) provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning.

You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.
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  • Title: Working Effectively with Widows: Providing Assistance They Need
  • Live at: Sep 5 2012 5:00 pm
  • Presented by: Kathleen M. Rehl, Ph.D., CFP®, Speaker, Author & Trusted Guide, Rehl Financial Advisors
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