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Wealth Psychology: inheritor's Dilemma - Paperwork Avalanche

  • Broadcast in Finance
Sylvia Global Media

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Advisors often end up unwittingly and inadvertently offending or overwhelming their clients, even as they are doing everything in their power to assist beneficiaries in making important decisions for their money and their future.

Learn communication strategies that help ease the trauma for inheritors dealing with paperwork, an influx of information and data and unfamiliar language while greiving the loss of their loved one.

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