Advisor's Guide to Grieving Clients

Send us Fan MailIn this week's episode I get to showoff an online education program I built several years ago,  "The Advisor's Guide to Grieving Clients." I built this program as a self-paced tool for advisors and non-financial types. The idea was born and came to fruition as advisors continuously sought me out for my expertise in working with grieving clients. Grieving clients also encouraged me to teach their advisors how to work with them comfortably.I had close friends who gave me a hard time for years after I graduated because I never formally used my elementary education degree.  Well, now I can say I have used my degree to the fullest extent. With a lot of help, time and energy, I designed a program in which I am really proud. The program has 10 lessons, stemming from understanding anyone's grieving style, grief triggers, how to speak to someone in grief, stages of grief, support services, family dynamics, timelines and many more tools and tips. Furthermore, the program is approved for continuing education credit for anyone who is a  CERTIFIED FINANCIAL PLANNER™ .I have also opened up a Facebook Group for anyone who has taken the course in order to create a tight-knit community of folks who want to help others in grief.  Here is a link to the course--Advisor's Guide To Grieving Clients | Life After Grief Consulting  Please feel free to pass this podcast on to any friends, family members or colleagues. Don't forget to subscribe on Apple Podcasts, Spotify or wherever you listen to podcasts.  Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening!  Follow us on twitter or follow us on Facebook.  You can also find us on LinkedIn.