In this episode, Molly is joined by Donna Kendrick, a financial services expert with a special passion for assisting widows in managing their financial lives during and after the life-altering loss of a spouse. The discussion delves into Donna’s personal journey from widowhood to financial advisor, her published book for navigating the complexities of widowhood, and her unique eight-week course designed to support individuals through this challenging time.
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Quote of the Show:
“Sometimes you can learn more about the values of your client and where they want life to go by just listening.” – Donna Kendrick
Takeaways:
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- Preparation and prior conversations about estate planning are crucial to avoid unnecessary stress and anxiety during times of loss.
- Donna’s book “A Guide to Widowhood” provides valuable insights and practical steps for those dealing with the immediate aftermath of losing a spouse.
- Financial advisors and estate attorneys can work collaboratively to support clients, both pre-and post-transition, with clear communication and empathy.
- Donna’s eight-week course and personal document locator checklist can empower individuals during times of great emotional and financial upheaval.
Ways to Tune In:
Links:
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- Sephton Financial Website: https://sephtonfinancial.com
- Widow & Wisdom Website: https://www.widow-wisdom.com
- Facebook: https://www.facebook.com/widowandwisdom
- LinkedIn: https://www.linkedin.com/in/donna-kendrick/
- Law Firm Admin Bootcamp: https://www.lawfirmadminbootcamp.com/
- Get Fix My Boss Book: https://amzn.to/3PCeEhk
- The Estate Planning and Elder Law Marketing Summit – https://estateandelderlawsummit.com/event-details
