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.