Advisor's Guide To Grieving Clients

Giving Advisor's Confidence,
Supporting Those in Grief
Approved for 3 Hours CE by CFP® Board


Improve Your Ability to Help Clients in Grief

I teach advisors how to distinguish a grieving client’s style, how to speak to a grieving client (in their language) and how to eliminate fears of unpreparedness when facing a client in grief. I can show you an exclusive method that has the ability to turn a client in grief into a client for life. My method will dramatically enhance your understanding of your client in grief as well as your communication with your client. My guide will show you a process by which you can skillfully and methodically move your client through the financial process. This course is also approved for Continuing Education credit through the CFP Board for 3 hours. The course ID is 259637.

Here is what you can expect to learn from the course

  • How to identify your client's grieving style and how quickly your client is able to focus on financial or professional matters.
  • How to communicate with your grieving client and why it is so important.
  • How to understand protocols and timelines of working with your grieving client immediately after the death of a loved one.
  • How to identify grief triggers and how to keep your client comfortable when they occur.
  • How to provide your client with a list of support services to help with their grief.
  • How to create a pre-death and post-death checklist to aid in financial and legal matters for your client.
  • How to navigate family dynamics.
  • How to identify what stage of grief your client is in, thus explaining their emotional and chaotic state of mind.
  • How to facilitate the compensation conversation delicately and appropriately when helping a grieving client.
  • How to focus on the grieving client as an individual first and a client second.

Here's what advisors like you have said

Amy Irvine, CFP®, Founder Rooted Planning Group

Grief. is. Tough. We have all experienced it, but was that "normal?" Is what others are experiencing "normal?" What is "normal?" As a financial planner, I was taught to work with the data, but emotion isn't data, and if we want to be "real financial planners" we are going to have to learn how to cope with issues like grief. Chris' class digs into not only the stages of grief but the styles of grief, and how we, as financial planners, can help our clients based on their grieving style and stage. The tools he provided were clearly carved out of his heart and own experiences. I found his program so helpful and educational that I signed the whole team up to complete the program.

Daniel M. Kopp, Founder Wise Stewardship Financial Planning

Chris has the heart of an incredible teacher and uses his own profound personal experiences and years of experience to help you communicate clearly and compassionately with your clients and prospects as they deal with the inevitable seasons of grief and transition in their lives. As a widower myself who runs a firm focusing on fellow widowed spouses, Chris' course resonated powerfully with me. I walked away with actionable best practices, client tools, and helpful information that went even beyond my own personal experience that I've implemented into my practice. If you feel awkward or are unsure how to best help grieving people, take this course! You'll learn how to communicate in meaningful ways, help grievers move forward at their own pace, work through different styles of grief, and so much more. While this course will help you become a better financial advisor, it will provide even more value in the lifetime impact you will have on your clients.

John Chesborough, Co-founder
Trail Financial Planning LLC

Chris was an incredible support for me as a financial advisor who cares about my clients deeply. I had a client, with teenage kids, whose wife was diagnosed with terminal cancer. The family was rocked. They asked if I would help them manage a very difficult transition. I care about everyone in the family, and so I agreed, but knew this process would be emotionally and professionally challenging for me. Chris was a tremendous help to me. He helped me assess how my client would grieve, and to think through my client's financial and emotional needs. Plus, he provided me with some important emotional support as I supported my clients. Chris helped me answer squishy questions like: Should I attend the memorial service? What should I advise my client to do first? So it turns out my client actually wanted to move faster than I thought on taking care of financial matters. It seems a bit hasty to me, what do you think?

Like any good advisor, Chris listened to me, and did not give me straight-forward answers. Then, he helped me think through the questions to best answer it for my client. Chris is a huge help to advisors who want to help their clients move through their grief.

Upon Completion of the Course You Can Expect to...

  • Have a process by which to work with your client in grief.
  • Have confidence when working with a client in grief.
  • Know what to say and how to support your client in grief.
  • Have workflows to guide you through each step of your client's grieving process.
  • Have reasonable and realistic expectations of how fast your client can navigate finances.
  • Have access to resources to give to your client.
  • Learn empathy in understanding your client's state of mind.
  • Feel confident and prepared when working with your client in grief.

Based on the feedback from advisors like you, I have designed one pricing option.

Complete Advisor’s Guide to Grieving Clients

Priced at $299

Includes: Episodes 1-10

  1. Types of Grief
  2. Styles of Grief
  3. What to Say and What Not to Say
  4. Family Dynamics
  5. Timelines and Protocols
  6. Communication
  7. Grief Triggers
  8. Stages of Grief
  9. Support Services
  10. Resources and Checklists

In addition to the 10 episodes, you will receive 10 videos, audio files, downloadable learning guides, resource guides, workflows, checklists and lots of additional bonus material.

There is limited space to be able to access the training online

The training will fill up fast, so get it while you can!

Get started now!

Your Instructor

Christopher Dale, CFP®
Christopher Dale, CFP®

I teach advisors valuable skills to give them confidence, preparation and comfort, enabling them to kickstart their stagnant financial process with grieving clients.

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!