Globe and Mail
February 2, 2023.
Andrew Feindel, Senior Vice President and Investment Advisor at Richardson Wealth Ltd. in Toronto, shares tips on what advisors should do if clients lose their jobs, focusing on empathizing with clients, assessing termination pay and/or severance, checking benefits, and reviewing the financial plan.
“Before jumping in and talking about the financial aspect of their situation, I would first check in to see how they’re feeling emotionally and that they are doing okay,” Mr. Feindel stresses.
