Tips on advising widowed clients

07/14/2013 | Financial Advisor online

Losing their husbands can prompt many women to switch financial advisers or seek out advisers for the first time, writes Amy Florian, CEO of Corgenius. Financial advisers who try to understand clients' grief may be more successful in earning their business, she writes. She urges advisers to ask thoughtful questions, check in often and be patient.

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