Day: October 18, 2021

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In this podcast we talk about how to be a financial advisor for widows, what to say and what not to say with advice from a grief expert.

In this podcast we talk about how to be a financial advisor for widows, what to say and what not to say with advice from a grief expert.

How to talk to a grieving widow: ask to learn, not to fix

Being a financial advisor for widows requires a high degree of empathy and compassion. In this podcast, Kathi Balasek joins us to teach how to

October 18, 2021

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