Updated Sunday, April 20, 2014 as of 4:30 AM ET
Practice - Practice Management
Can We Talk?
Tuesday, December 1, 2009
Print
Email
Reprints

I was talking with an advisor the other day. One of his clients had died a few months ago and he recently had his first professional conversation with the widow. "I asked how she was doing. She cried," he said. "I asked if she wanted to talk about her finances. She cried. I told her how sorry I was and asked her if she wanted to meet another time. She cried some more. Truthfully, I just did not know what to do. I hate it when my wife cries. How can I possibly know what to do with my client?"

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Lists
Advisors on the Move: Cambridge Snags $500 Million Team

Current Issue

The April Issue is now online!


TWITTER
FACEBOOK
LINKEDIN
Already a subscriber? Log in here