Episode Synopsis "5 Simple Steps to Retain Widowed Clients"

During the webcast, Paulette and Judy will discuss the need for financial advisors to engage both partners early on and what steps to take to ensure that widowed clients will want to retain their advisor's services.

Listen "5 Simple Steps to Retain Widowed Clients"

More episodes of the podcast Dynamic Advisor Site Podcast

• Finding Stability and Opportunity in Global Fixed Income
• Staying afloat during turbulent times
• Preferred Shares: One year later, where to go now?
• Year End Tax Planning 2021
• Navigating Estate Headwinds: Strategies for the Advisor and Executor
• Team Building for Financial Advisors
• Why Invest in Europe?
• Cyber security threats and what clients should know
• Special Report: April 19 Federal Budget
• Financial Fallout in Wealth Management: Helping Your Clients Plan for 2021
• The Energy Evolution - Investing in an Industry in Transition
• Exploring Key Investment Themes: A Framework for Investing
• Virtual Client Meetings: Tips for a Smoother Experience
• Advisors and Succession Planning
• Why every advisor needs a continuity plan - for their business and themselves
• Where there's a will there's a way!
• Deciphering Pandemic Measures: discussing financial issues with clients
• Crossover Bonds: A Sweet Spot in Credit
• Alternative investing: Thinking differently about risk, return & correlation
• Investment Strategy: Thoughts & Themes for 2020
• 5 Simple Steps to Retain Widowed Clients
• Year end tax planning post election
• Playing defense in a volatile market
• Strategic philanthropy: what you need to know
• Global funds deliver - celebrate 3rd anniversary
• An active alternative for absolute returns
• Protecting the Golden Goose
• Fixed Income: What's in the Cards for Central Banks?
• The "Original" Alternatives Fund
• U.S. Mid-Caps: the missing brick in U.S. equity exposure
• Engaging With Executors
• Communication Breakdown Part 1
• Real assets, reliable income built to last
• Election year budget and tax review
• Gold: the forgotten hard asset
• Market update from Chief Investment Strategist
• Portfolio solutions: 2018 year-in-review
• Energy Sector Outlook