Compassionate client care: supporting bereaved families and vulnerable clients

This webinar equips participants with practical strategies for supporting bereaved families and vulnerable clients, helping them deliver exceptional client service in challenging circumstances.

Advisors will gain the skills to guide families empathetically through the estate administration process, adapt their advice to meet diverse needs, navigate sensitive interactions with relatives and beneficiaries, and enhance the accessibility and impact of their services.

Topics covered include:

• • Who is my client and making reasonable adjustments
  • Changing advice styles – being a legal chameleon
  • Dealing with insistent relatives and beneficiaries
  • Accessibility of services
  • Becoming the family’s adviser for life
  • Golden rules of client service