If you're a financial adviser for long enough, you're going to come up against one of life's inevitabilities - the death of a client.  And, because you're a diligent financial adviser, your client will have been well prepared. Insurance in place.  Estate planning sorted.  Wealth invested soundly.  But, Nathan and Jordan ask in part 1 of this double-episode, should we actually do when the time comes? What are the procedural steps financial advisers should be taking when they learn of a clients imminent, or sudden, death? How can financial advisers balance being valuable to a family at a time of such need with their own emotional needs? And do these requirements change along the spectrum of potential events? This one's heavy-going in places, and we talk about some challenging topics. Which is why we split it across two episodes.  Regardless - we also understand if it's TOO heavy and you skip these ones. Next weeks will be lighter-hearted.    Nathan's email address is [email protected], and Jordan's is [email protected]. Both are active on LinkedIn, and please feel free to leave any comments, complaints or notes over on the CTS LinkedIn Page too. 

Ver todos los episodios