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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.

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  2. Episode 249: Educating Clients: Widowhood, Wisdom and Wealth

Episode 249: Educating Clients: Widowhood, Wisdom and Wealth

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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