Podcast: Play in new window | Download | Embed
Subscribe: Google Podcasts | Spotify | iHeartRadio | Stitcher | TuneIn | RSS | More
Sponsored By: FS Investments
There is a special kind of fear that estate planning brings out in many people. As an advisor, how will you help your clients move past this fear enough to do thorough estate planning?
In this episode, WealthManagement.com’s senior editor, David Lenok, is joined again by Jacqueline Bevilaqua of Katsky Korins to discuss how advisors can help clients push through their estate-planning fears. Together, they draw from the story of Robert Mugabe, former president of Zimbabwe, who spent his life inspiring fear in others but was unable to overcome his own fear of estate planning. This conversation recommends approaches for advisors to take with fearful clients and advice for overcoming your own estate-planning anxiety.
In this episode, you will learn:
- How fear can impact an estate
- Which aspects of estate planning tend to feel the most intimidating
- What actions you can take to support and guide anxious clients
- How to preserve relationships in a blended family after death
- And more!
Tune in now and learn ways to support clients who are fearful of estate planning.
Resources: WealthManagement.com | Katsky Korins | firstname.lastname@example.org | Episode 7: Adam “MCA” Yauch: How to work with strong-willed clients — With Jacqueline Bevilaqua