Episode 100: The Death of a Client

The death of a client can be one of the hardest parts of an advisor's job. In many cases, this may be a relationship that has been forged over 20-30 years. It is a difficult time for everyone involved, and a financial advisor needs to be the voice of reason for the surviving family members. There is a lot riding on the next steps, and everything needs to be done correctly. Listen today to hear some of the elements that come into play when this part of a client’s financial journey comes into play.