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 [email protected], and Jordan's is [email protected].

Both are active on LinkedIn, and please feel free to leave any comments, complaints or notes over on the CTS LinkedIn Page too.