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Working with widows

Kathleen M. Rehl, Ph.D., CFP

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Almost three-fourths of widows fire their advisor after the death of their spouse. Will you be fired or hired by the new widow? Speaking from experience as both a widow and advisor, Rehl enhances your skills in working with this fast-growing segment of the population and emphasizes tools and processes to strengthen relationships with these women. She shares insight about how grief, emotion and stress impact cognitive abilities and relays what widows need and want from advisors. Leave this session with knowledge of the three general stages of widowhood and several best practices you can use to work well with widowed clients during each phase.


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