Episode 249: Educating Clients: Widowhood, Wisdom and Wealth

Hire and Empower with Molly McGrath

English - March 26, 2024 12:00 - 29 minutes - 75.9 MB Video - ★★★★★ - 8 ratings
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Previous Episode: Episode 248: Dollars and Sense: Exploring the Vital Role of Billing Clerks in Law Firms

Next Episode: Episode 250: Solve Your Law Firm Revenue Problems in 1.5 Days

In this episode, Molly is joined by Donna Kendrick, a financial services expert with a special passion for assisting widows in managing their financial lives during and after the life-altering loss of a spouse. The discussion delves into Donna's personal journey from widowhood to financial advisor, her published book for navigating the complexities of widowhood, and her unique eight-week course designed to support individuals through this challenging time.

Key Takeaways:

Preparation and prior conversations about estate planning are crucial to avoid unnecessary stress and anxiety during times of loss. Donna's book "A Guide to Widowhood" provides valuable insights and practical steps for those dealing with the immediate aftermath of losing a spouse. Financial advisors and estate attorneys can work collaboratively to support clients, both pre- and post-transition, with clear communication and empathy. Donna's eight-week course and personal document locator checklist can empower individuals during times of great emotional and financial upheaval.

Quote for the Show: "Sometimes you can learn more about the values of your client and where they want life to go by just listening." - Donna Kendrick

Links

Sephton Financial Website: https://sephtonfinancial.com

Widow & Wisdom Website: https://www.widow-wisdom.com

Facebook: https://www.facebook.com/widowandwisdom

LinkedIn: https://www.linkedin.com/in/donna-kendrick/

Law Firm Admin Bootcamp: https://www.lawfirmadminbootcamp.com/

Get Fix My Boss Book: https://amzn.to/3PCeEhk

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