We are VERY close to finishing our long-awaited Training Manual.

We have been working on this for more than 10 years, but we are finally going to wrap it up. We will be releasing it in the next few weeks.

This course will be entirely focused on the “Advisor’s Guide to Grieving Clients.” It will be hosted on an easy to use online platform, where you will have unlimited access to the materials. It will include 10 Episodes. The 10 Episodes will have 10 short videos, 10 audio files, 11 learning aids and at least 10 bonus materials\checklists. All of the learning aids and bonus materials will be downloadable. This will be a complete brain dump of everything we know about teaching you to work with your grieving client.

We are going to cover all the topics related to educating you and helping you feel prepared when working with you grieving client. We are also going to educate you by giving you a process to follow when working with your grieving client to enhance your financial process. HOWEVER, we need your help. Before we finalize everything and open the training guide, we need to make sure everything is covered.

That is where you come in. Please take a few minutes to answer this super-short survey—there is really only one thing we want to ask you…

What are your two top questions about Guiding Advisors with Grieving Clients we absolutely need to answer in our training course?

Create your own user feedback survey



Please whitelist chrisdale@lifeaftergriefconsulting.com in your address book
so you don’t miss this or any other important emails from me.

Life After Grief Consulting® is registered and trademarked in the State of Florida.