Communicating with Clients Touched by Death

Florian, Amy
August 2010
Journal of Financial Planning;Aug2010, Vol. 23 Issue 8, p42
Academic Journal
The article focuses on the effective ways of communicating with clients who are affected by death. The author offers several guidelines in dealing with grieving clients which include attending the services, reconsidering flower sending, making a donation in the name of the deceased, sending a card a few days after the services, continuing to send cards at normal intervals for at least a year, sending gifts especially for valued clients, and evaluating the text and including one's own words in the cards.


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