Confidently help clients in grief with empathy and understanding
No feelings of awkwardness. No walking on eggshells. Be there for your clients with the confidence to lead them through any traumatic experience.
Not Sure How to Help Your Grieving Client?
Are You Experiencing This?
You don’t know how to help your grieving client, despite all of your education and experience.
You feel helpless on navigating financial matters in the midst of their grief.
You’re not sure how quickly your grieving client should take care of financial matters after the loss of a loved one.
You feel uncomfortable about what to say to your grieving client, as if you’re “walking on eggshells.”
You care about your clients and want to help them through their grief, but don’t have any resources to offer them outside of financial matters.
Amy Irvine, CFP® - Rooted Planning Group
“As a financial planner, I was taught to work with the data, but emotion isn't data, and if we want to be ‘real financial planners’ we are going to have to learn how to cope with issues like grief. Chris' class digs into not only the stages of grief but the styles of grief, and how we, as financial planners, can help our clients based on their grieving style and stage.”
Here's what you can expect to learn
- Understand how to help grieving clients to improve client relationship.
- Learn how to distinguish grieving styles so you know how quickly your client will move through financial steps.
- Develop better communication with grieving clients.
- Identify grief triggers and keep your client comfortable when they occur.
- Navigate family dynamics with confidence.
- Facilitate the compensation conversation delicately and appropriately.
Here’s what Advisors like you had to say about the course
These advisors have already discovered this proven method to assist grieving clients and keep their business successful.
“Most of our clients will experience some sort of loss event during their time with us. Instead of teaching ways to ‘get through’ these client experiences without hurting the relationship, Chris presses into his interactions and treats them as pivotal moments, where clients gain immense clarity as to their relationship with money.”
Christopher D. Hill, CFP®
“The class has given me the confidence and ability to be able to connect and understand grieving clients on a deeper level. The platform is easy to follow and Chris does a phenomenal job in his videos and providing helpful resources.”
Kerrie Bean, CFP® - Rooted Planning Group
“Chris was a tremendous help to me. He helped me assess how my client would grieve, and to think through my client's financial and emotional needs. Plus, he provided me with some important emotional support as I supported my clients...
Chris is a huge help to advisors who want to help their clients move through their grief.”
John Chesbrough, Co-Founder of Trail Financial Planning LLC