Our guidebook is the definitive resource for professionals who work with clients in transition. It is packed with insightful research-based knowledge, instantly usable templates, and practical applications that have a profound impact on clients and professionals alike.
Life transitions put money in motion. Seventy percent of new investments and referrals to financial advisors result from transitions like birth, death, divorce, dementia or serious diagnosis, and retirement.
Thousands of financial professionals compete for this business, touting their skill in investing money, minimizing taxes, utilizing insurance, and coordinating estate planning. Those who succeed in getting the business have one additional skill: they understand the grief triggered by every life transition, and they know what to say and do to effectively support clients through the process.
Help those you love when they need it most
Someone you love is grieving. Do you know what to do, what to say, and how to
help? Or do you say "I'm so sorry", pick up what everyone else does, and
perpetuate the mistakes?
Let this book be your personal, informative,
enlightening guide. Learn what to ask, what to say, how to write a condolence
card, what books to recommend, concrete actions to take, and the best ways to be
truly helpful and supportive to those you care about, especially when they go
through the toughest times of their lives.
Make a difference when it counts the
For discounts on bulk orders of 15 copies or more, contact us at
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:
- 32 Effective Questions to Ask
During Life Transitions
- 26 Compassionate Things to Say in a Client’s Toughest
- Ways to Acknowledge the Mixed Experience of Positive
- Phrases to Avoid When Offering Support or Comfort
- 10-Step Protocol for Attending
Services After a Death
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.
This is a set of ten (10) individuals 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.
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