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Sherri Snelling: What Advisors Should Know About the Cycle of Grief
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المحتوى المقدم من Bill Coppel. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Bill Coppel أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
We often think about grief in the context of losing a loved one, but it can actually occur any time we experience changes like losing a job, health problems, or a move. In this episode, Sherri Snelling, founder & CEO of Caregiving Club, joins host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to explore why financial advisors should understand the grief cycle and what it takes to get beyond it.
In this episode, you’ll hear: • How the sixth stage of grief – ‘meaning’ – can help us move from surviving to thriving • Why advisors should be familiar with, and mindful of, the grieving process • Surprising reasons why your clients may be experiencing grief
Sherri Snelling is the founder and CEO of Caregiving Club, a strategic consulting firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. She’s the author of A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care and has explored the grieving process while researching her upcoming book on wellness, The Me Time Monday Method – Weekly Wellness for a Wonderful Life. Sherri is also the chief strategy and gerontology advisor for the VR training platform Embodied Labs. As a gerontologist and national caregiving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications.
Ways to Connect LinkedIn: https://www.linkedin.com/in/sherrisnelling/ Website: https://www.caregivingclub.com
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