Good Grief! Helping Clients in Transition


Program Description: Financial professionals in long-term relationships with clients are likely to play a vital support role when clients face significant life transitions or loss. But rarely have we been trained in therapeutic communication to help facilitate the process. Grief can be triggered by many life changes such as death of a love one, divorce, job loss, or financial disruption. It’s valuable for advisors to understand grief stages and communicate effectively when clients are trying to function during troubled times. Gain higher trust and strengthened connection while keeping financial tasks clear and moving forward as necessary.

You’ll learn:
    • An easy way to remember and assess grief stages of your client;
    • Therapeutic questioning techniques to keep comfort levels acceptable;
    • Specific examples of what to say and what NOT to say;
    • Listening for priorities and pacing of tasks that need to be done.

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