Nothing is certain in life except death and taxes.
Ben Franklin said something similar around the time of the American Revolution, and the logic still holds. Clients die. Advisors die. Clients lose parents and children.
Death is awkward. When a client dies, it can be hard to know what to say or do. Here are some things to avoid saying, and what to say or do instead.
It is so easy to put your foot in your mouth. When people are grieving, they often take offense easily or assume people want to profit from their grief. You want to show your client's loved ones that you are a trusted advisor, a sensitive person with their best interests at heart.
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