2012 Event Sponsors

Plantinum Sponsors

Event Sponsors

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Tuesday, March 13, 2012

10:00 AM - 10:45 AM


Kathleen Rehl, PhD, CFP®, Speaker, Author, Trusted Guide

Working with widows presents special challenges and opportunities. This session covers information to help strengthen relationships with your widowed clients and other women you may reach out to assist in the future. We’ll focus on:

  • Powerful business reasons to serve widows, a fast growing demographic—the numbers may shock you!
  • Understanding the grief process—a confluence of psychological factors and emotional forces that impact a widow’s thinking and decision-making
  • Why widows are often unprepared to deal with the financial reality that sinks in after the death of their spouse
  • What widows want and need from advisors
  • Speaking the right words and listening to widows—communication do’s and don’ts that build empathy
  • Common money mistakes widows make
  • The importance of starting early to build trust and meaningful connections
  • Using a Honeycomb Marketing™ approach to promote your work with widows
  • Other resources

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