Dennis Hall: Dealing with bereaved clients should be crisis avoidance not crisis management
Be prepar
"The body's chemical cocktail that accompanies grieving can also lead to bad decisions and irrational choices."
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,...
More on Your profession
Half of advisers expect to work from home after Covid-19 - PFS
Social media poll
InvestCloud acquires software firm to 'bridge adviser-client gap'
Create better communication
Chris Parlour: Corporate client options for DB scheme consolidation
Advising business owners
Fidelius Group adds 28 staff from deVere UK in latest deal
Adds £280m AUM
How to influence advisers: LinkedIn tells asset managers how to build relationships
‘Help advisers get new clients’
Back to Top
More news
Advisers reveal pros and cons of remote working during pandemic
Changing attitudes
Bank of England holds rates amid stronger growth and inflationary outlook
QE held at current pace but BoE signals tapering
UK funds back in favour as retail investors turn away from US stocks
Latest data from Investment Association
Aviva's restricted operation ditches retirement-only advice remit
Invesetment advice move
Half of advisers expect to work from home after Covid-19 - PFS
Social media poll
