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S2E3 End of Life Pt 1
Manage episode 433078260 series 3591847
Treść dostarczona przez Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
If you're a financial adviser for long enough, you're going to come up against one of life's inevitabilities - the death of a client.
And, because you're a diligent financial adviser, your client will have been well prepared.
Insurance in place.
Estate planning sorted.
Wealth invested soundly.
But, Nathan and Jordan ask in part 1 of this double-episode, should we actually do when the time comes?
What are the procedural steps financial advisers should be taking when they learn of a clients imminent, or sudden, death?
How can financial advisers balance being valuable to a family at a time of such need with their own emotional needs?
And do these requirements change along the spectrum of potential events?
This one's heavy-going in places, and we talk about some challenging topics. Which is why we split it across two episodes.
Regardless - we also understand if it's TOO heavy and you skip these ones. Next weeks will be lighter-hearted.
Nathan's email address is advice@nathanfradley.com.au, and Jordan's is jordan@planningsolo.com.au.
Both are active on LinkedIn, and please feel free to leave any comments, complaints or notes over on the CTS LinkedIn Page too.
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