What does it take to help a client who’s grieving? When someone is mourning the loss of a spouse, parent, or other family member or friend, advisors need to provide empathy as well as financial guidance. In episode nine, Robin Young joins the Beyond the Portfolio podcast to discuss her specialization serving women in moments of transition, especially widows, which often brings her face-to-face with clients who are grieving. Learn her advice for how to handle these types of emotional situations by listening here.
At Dimensional, we believe that the right financial advisor plays a vital role in helping you understand what you can control while providing the expertise, perspective, and encouragement to keep you focused on your destination.
In 2017, Dimensional conducted an investor feedback survey on behalf of advisors who work with our firm. The findings show that investors place a high value on the sense of security they receive from their financial advisor relationships.
In our September webinar we will be discussing thriving and well-being based on healthy routines that support continued experience in five essential areas of life:
- Purpose and Vocation
- Community and Social Network
- Physical Health and Wellness
- Building Resilience and Handling Challenges
Breaking Money Silence is a podcast series aimed at helping all of us talk more openly about money
Financial success is viewed in our culture as the only real indicator of our worth. However, success only looks at the numbers, and neglects the other components that contribute to financial health. In this interview, Julie and Kathleen discuss what it means to be truly happy with your relationship with money and the steps you can take to be more mindful around money.