Creating the Human Moment for Clients in Crisis Situations

Gallo, Jon
December 2006
Journal of Financial Planning;Dec2006, Vol. 19 Issue 12, p46
Academic Journal
The article discusses methods that financial planners can use to better aid clients who are in crisis situations. Estate planners are constantly dealing with clients that are undergoing loss, crisis, and grief, whether it is through a divorce or a death in their immediate family. Financial planners must not only manage their clients wealth well during these situations, but must also be there for their clients on a more personal level that takes into account their emotional state.


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