As the business environment becomes increasingly relationship-centric, advisors and consultants must be able to appropriately interface with clients on a professional as well as personal level.
Our training builds on the skills you’ve developed over your lifetime and helps you leverage them to support clients experiencing death, widowhood, divorce, a serious diagnosis, aging, empty nest, retirement, and all the other major transitions of life.
This sturdy twelve-page guide gives you just-in-time refreshers of artful and compassionate things to say (and not say) when clients navigate life transitions, loss, death, and grief. Keep it on your desk to help you serve people well and build relationships and loyalty during life’s toughest moments.
The document includes:
For discounts on bulk orders of over 100 copies, contact us at email@example.com.
This four-page reference checklist gives the most important financial and non-financial things a person needs to need to do in the days and months after the death of a loved one.
It is available in boxes of 25 copies and designed for firms to give individual copies to clients for the family’s use. It also functions as an easy tool for assessing ways the firm can most effectively help clients accomplish those tasks. Make a difference for your clients when they need it the most.
For discounts on bulk orders (minimum of 10 boxes of 25), and/or for information on branding the list with your company logo and information, contact us at firstname.lastname@example.org.