Here's what you'll learn in today’s video:

  • Learn the crucial first step in working with your grieving client to properly engage them.

  • Learn how to quickly earn your grieving client’s trust.

  • Learn how to gauge how fast or slow your client will progress through the financial process.

Ready to Take the Full Course?

Get the Advisor's Guide to Grieving Clients and boost your confidence in working with your clients during loss.