How To Help Grieving Clients
Financial Advisor Magazine, August 2015
How to Help Grieving Clients
Financial Advisor Magazine asks Directors of Financial Planning, Alina Lee and Sarah Mouser, to discuss how Cassaday & Company, Inc. works with clients who are grieving. Understanding the clients’ immediate needs, communicating effectively, and providing external resources if the client needs them are just a few things advisors should take into consideration.