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A Widow’s Journey

41:48
 
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Manage episode 329256289 series 3352848
Kandungan disediakan oleh InvestmentNews. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh InvestmentNews atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
  • 2:40 - When Heather started out in the industry
  • 5:15 - Considerations to keep in mind when working with widows
  • 8:00 - Organizing the steps of the financial process
  • 12:45 - Importance of patience in the widow deciding where to live
  • 15:00 - COVID adjustments for engaging with clients
  • 20:00 - Staff growth during the pandemic
  • 23:00 - Matching clients with the right advisor
  • 26:00 - How to charge for these sorts of services
  • 28:15 - The importance of sharing account access
  • 31:45 - Coordinating with other service providers
  • 34:45 - Resources for advisors in this area
  • 37:15 - Final comments - Keep the person in mind

This episode is sponsored by Transamerica.

For more information, and tools on how you can support female clients on their journey to and through retirement visit www.transamerica.com/women-and-investing

  continue reading

39 episod

Artwork
iconKongsi
 
Manage episode 329256289 series 3352848
Kandungan disediakan oleh InvestmentNews. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh InvestmentNews atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
  • 2:40 - When Heather started out in the industry
  • 5:15 - Considerations to keep in mind when working with widows
  • 8:00 - Organizing the steps of the financial process
  • 12:45 - Importance of patience in the widow deciding where to live
  • 15:00 - COVID adjustments for engaging with clients
  • 20:00 - Staff growth during the pandemic
  • 23:00 - Matching clients with the right advisor
  • 26:00 - How to charge for these sorts of services
  • 28:15 - The importance of sharing account access
  • 31:45 - Coordinating with other service providers
  • 34:45 - Resources for advisors in this area
  • 37:15 - Final comments - Keep the person in mind

This episode is sponsored by Transamerica.

For more information, and tools on how you can support female clients on their journey to and through retirement visit www.transamerica.com/women-and-investing

  continue reading

39 episod

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