Empowering Widows
As one who has experienced widowhood and my work as a financial advisor, I understand how delicate and overwhelming the grieving process can be—both for the person experiencing it and for professionals trying to help. That’s why I created Impactful Empathy: A Practical Guide to Support Widows with Compassion and Confidence. This resource is designed to help you communicate with widowed clients in meaningful ways, avoid common missteps, and truly show up during one of the most difficult transitions of their lives.
In this booklet, you’ll find practical advice, examples of what to say (and what not to say), suggestions for how and when to follow up, and ideas for creating a safe, supportive environment. Whether you’re meeting shortly after a death or staying in touch over the months that follow, this guide will help you connect with empathy, build trust, and be a steady presence through it all.
More Resources
Empowering Widows
What Empowering Widows Really Requires
How to guide grieving clients through this personal and financial transition with compassion and care
This article offers financial advisors compassionate, practical strategies for supporting recently widowed clients—emphasizing why doing so is not only empathetic but also a smart business move. It guides advisors through tailored listening, staged planning, and emotional sensitivity to build deep trust, drive loyalty, and cultivate meaningful long-term relationships.
Empowering Widows
3 Stages of Widowhood
Grief, Growth, and Grace/Transformation
Discover clarity and confidence after loss. My 3 Stages of Widowhood® framework offers a supportive path, guiding you from immediate financial triage to empowered decision-making and a renewed sense of purpose and security.
