Grief Counselor Beyond the Portfolio

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, we talk with Robin Young, president and owner of Northstar Financial Planning, an all-female advisory group in Windham, New Hampshire. Robin specializes in 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.