How to treat a client when a loved one is lost

For clients who are newly grieving the death of loved ones, it's important for advisors not to use stock phrases like "I'm so sorry" or "I know what you're going through," some say. Instead, share a memory about the loved one or just provide a listening ear, and set up specific times to help with paperwork rather than waiting for the grieving person to call. Also, advisors should avoid overwhelming bereft clients with lots of immediate financial decisions.

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