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Financial Advisor February 2010 David J. Drucker |
Who Cares? When your client of ten years calls to say his wife just died, your response may make or break that relationship. |
Financial Advisor May 2008 Caren Chesler |
Grieving Spouses In the end, advisors say it's not really their responsibility -- or their right -- to tell grieving clients what to do after the loss of a spouse, no matter how vulnerable they are at this time. |
AskMen.com Simon Sinek |
Be Honest With Yourself It's OK to ask for help if you're overwhelmed. We can't do it all. "I realized that I was just getting by -- engaged when I needed to be -- but felt completely detached when I didn't need to be "on." |
Financial Planning October 1, 2008 Amy Florian |
Comforting the Bereft Financial planners serving clients after the death of a loved one will be remembered by how they made the clients feel rather than how proficient they were with money. |
Financial Advisor September 2008 Wayne von Borstel |
Who's Running Your Practice? One of the toughest obstacles for advisors is telling clients what they need to hear instead of what they want to hear. Some people simply don't want candor. Some people refuse to be coached. |