S2E4 End of Life Pt 2

Challenge the Standard in Financial Advice

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 of of a 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 [e-mail], and Jordan's is [e-mail].

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