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S2E3 End of Life Pt 1
Manage episode 433078260 series 3591847
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If you're a financial adviser for long enough, you're going to come up against one of life's inevitabilities - the death of a client.
And, because you're a diligent financial adviser, your client will have been well prepared.
Insurance in place.
Estate planning sorted.
Wealth invested soundly.
But, Nathan and Jordan ask in part 1 of this double-episode, should we actually do when the time comes?
What are the procedural steps financial advisers should be taking when they learn of a clients imminent, or sudden, death?
How can financial advisers balance being valuable to a family at a time of such need with their own emotional needs?
And do these requirements change along the spectrum of potential events?
This one's heavy-going in places, and we talk about some challenging topics. Which is why we split it across two episodes.
Regardless - we also understand if it's TOO heavy and you skip these ones. Next weeks will be lighter-hearted.
Nathan's email address is advice@nathanfradley.com.au, and Jordan's is jordan@planningsolo.com.au.
Both are active on LinkedIn, and please feel free to leave any comments, complaints or notes over on the CTS LinkedIn Page too.
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