Dennis Hall: Dealing with bereaved clients should be crisis avoidance not crisis management

Be prepared

clock • 4 min read

Navigating bereaved clients’ emotions can be a battlefield, says Dennis Hall. He explores what financial advisers can do to improve the process...

The brief was simple: a 700-word article on how to best deal with recently bereaved clients who suggest making unusual or rash decisions with their finances in the midst of grief. Sure, I can do that, I have even written a book about it. Well, not exactly that. I will explain. Yes, I have written a book (Who Will it Hurt When I Die - not the most inspiring title, I admit) and part of the research involved interviewing dozens of widows about their experiences following the death of their husband. I set out with the intention of creating a crisis management book; the ‘go-to' reference for ...

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