Working Effectively with Widows: Providing Assistance They Need

Presented by

Kathleen M. Rehl, Ph.D., CFP®, Speaker, Author

About this talk

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.

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