For ease of accessing the recordings and powerpoint presentations, I am including links to the webinars below on this page. I am also including several freebies. I hope you find the information useful.

1.  Kickstarting Tips Recording

Kickstarting Tips Power Point

Learn powerful kickstarting tips to engage your grieving client. Also learn your client’s preferred style of grief.

2.  The Checklist Recording

The Checklist Power Point

A preview to the Advisor's Guide to Grieving Clients, THE CHECKLIST. Learn how to define and recognize grief.


3.  Advisor Common Questions Recording

Advisor Common Questions Power Point

This webinar will introduce common questions, concerns and answers among advisors who currently work with or who have worked with grieving clients in the past. This webinar will also address questions that you may have from a personal perspective if you are a griever yourself.

4.  Advisor Best Practices Recording

Advisor Best Practices Power Point

5. Here are some freebies you may have missed if you did not catch the videos on the home page.

6. Here is a Release of Authorization Form. This form can be altered to use with professionals as you see fit.

For all of this information and a lot more take a look at the full course The Advisor’s Guide to Grieving Clients.