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This podcast is dedicated to providing the key ingredients to transform your employees into a dream team that creates consistent results in every aspect of the business including; team empowerment, leadership, business development, communication hiring, and firing. 

As some of the country’s leading staffing & management consultants, we help business owners (Entrepreneurs) and the team that support them (Intrapreneurs) to powerfully connect and work together to grow the business, together.

Mar 26, 2024

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

 

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