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Episode 249: Educating Clients: Widowhood, Wisdom and Wealth
Manage episode 408976730 series 2914144
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In this episode, Molly is joined by Donna Kendrick, a financial services expert with a special passion for assisting widows in managing their financial lives during and after the life-altering loss of a spouse. The discussion delves into Donna's personal journey from widowhood to financial advisor, her published book for navigating the complexities of widowhood, and her unique eight-week course designed to support individuals through this challenging time.
Key Takeaways:
- Preparation and prior conversations about estate planning are crucial to avoid unnecessary stress and anxiety during times of loss.
- Donna's book "A Guide to Widowhood" provides valuable insights and practical steps for those dealing with the immediate aftermath of losing a spouse.
- Financial advisors and estate attorneys can work collaboratively to support clients, both pre- and post-transition, with clear communication and empathy.
- Donna's eight-week course and personal document locator checklist can empower individuals during times of great emotional and financial upheaval.
Quote for the Show: "Sometimes you can learn more about the values of your client and where they want life to go by just listening." - Donna Kendrick
Links
Sephton Financial Website: https://sephtonfinancial.com
- Widow & Wisdom Website: https://www.widow-wisdom.com
Facebook: https://www.facebook.com/widowandwisdom
Law Firm Admin Bootcamp: https://www.lawfirmadminbootcamp.com/
Get Fix My Boss Book: https://amzn.to/3PCeEhk
Ways to Tune In:
Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N
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YouTube - https://youtu.be/Yj8Wsj8IZ4k
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