The Influential Advisor Podcast

← The Influential Advisor Podcast24 jun · 41 min

112: Brandon Hayes on You're Not Alone: His CFP Guide to Walking Widows Through Grief and Finance

112: Brandon Hayes on You're Not Alone: His CFP Guide to Walking Widows Through Grief and Finance24 jun41 min

She had a million dollars in her account and she was convinced she'd lose her house by the end of the month. That's not a financial problem. That's grief lying. And if you don't know how to recognize it, you'll either rush your client into decisions she'll regret, or lose her trust entirely. Episode Summary In this episode, Brandon L. Hayes, CFP, founder of Compass Financial Group and author of You're Not Alone, shares what 26 years of working almost exclusively with widows has taught him abo...