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A Widow’s Journey
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- 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
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