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How to Help Grieving Clients

Saturday, Sep 29 2018
News Roundup
Written by  PFA News

Advisors should avoid overwhelming clients who have recently lost a spouse. So reports Barron's.

Advisors should refraining from using too many charts or conducting long meetings, says Financial Transitionist Institute Founder Susan Bradley.

Clients with adequate cash flow should be given time off from having to make significant financial decisions and advisors should inquire about the best communication channel to use.

Read the full article from Barron's.

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