Special Live Masterclass for Financial Advisors
Helping Clients Deal with Grief & Loss
As a financial advisor, we do much more than manage money. More often than not, we play a role in managing client’s emotions. We are all too familiar with this role during a market downturn. Yet, supporting clients emotionally after the death of a loved one is far less familiar.

While grief counseling is not a formal requirement to become a financial advisor, we are often one of the very first calls made after a client or client’s family member passes away. Being emotionally available during these difficult times can determine the trajectory of your client relationship. In fact, Investment News reports 70% of widows decide to make a financial advisor change after their spouse passes away.

Mindshift Financial Coaching is committed to helping financial advisors be the best they can be in life and in business. The holidays are upon us and can be a tough time for clients who have lost loved ones, serving as a reminder of their loss. 
Join Mindshift for Helping Clients Deal with Grief & Loss. This 2-part series will take place on November 16th and 30th from 12:00pm to 1:00 EST. This training is via Zoom and will be led by Benjamin Allen, grief recovery specialist.
Benjamin has experienced more grief than any one human being should ever have to endure, having made it his mission to help others through what he has coined “the after-loss.” As a grief recovery specialist, Benjamin guides those who wish to resolve their loss issues and move beyond their grief into a richer quality of life, to feel more alive and fulfilled than ever before. An author 3x’s over, Benjamin has  appeared extensively in the media beginning with the New York Times, Dateline, The Today Show, Good Morning America, 20/20 and various local newspapers, especially The Dallas Morning News. His story also featured on The Oprah Winfrey Show. The subject matter focused on the tragic circumstances his family endured.

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