Discover Our On-Demand Webinars

Available Always

Grief Counselor

What does it take to help a client who’s grieving? When someone is mourning the loss of a spouse, parent, or other family member or friend, advisors need to provide empathy as well as financial guidance. In episode nine, Robin Young joins the Beyond the Portfolio podcast to discuss her specialization serving women in moments of transition, especially widows, which often brings her face-to-face with clients who are grieving. Learn her advice for how to handle these types of emotional situations by listening here.

Read More