Episode 73 - Death of a Client Checklist

As a financial planner, you are likely to be one of the first people the family calls when your client dies. Depending on the demographics of your practice, you may even scan the obituary section of the local paper, just to be sure you are fully ready when that call comes. So what do you need to be prepared to do when helping a client or their family settle an estate? Do you have a checklist? We share Ben's checklist on this episode, with some commentary from Roger.

You can listen to Episode 73 - Death of a Client Checklist online on Radio and Podcast. Open the player on this page to stream the available audio.

Episode 73 - Death of a Client Checklist is an episode from Zebra Smash - Real Financial Planners | Real Conversations by Zebra Smash.

This episode is 01:12:15 long.

This episode was published on Jan 23, 2019.

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