How Financial Advisors Care for Grieving Clients

How Financial Advisors Care for Grieving Clients: Dawn Doebler MBA, CPA (MD), CFP®, CDFA™, a Senior Wealth Advisor at The Colony Group, shares with Barron’s that “There are two paths; one is technical, and one is behavioral and emotional.” Oftentimes in the midst of a loss, people don’t have clarity, and they can focus on the wrong things. So, the question I typically ask is, “What’s keeping you up at night?”  Read More