Guiding Clients Through Divorce

This curriculum can be customized to meet your firm’s current processes and requirements.

Divorce is never easy, and when high-net-worth women face it, the stakes are especially high. In this practical, advisor-focused session, you’ll learn how to recognize at-risk clients, facilitate more meaningful conversations, and preserve long-term relationships.

Led by our subject matter expert, Linda Eaton, this webinar explores the emotional dynamics, financial planning needs, and communication skills required to guide clients through one of life’s most stressful events.

Discover our advisor-tested framework for handling sensitive client transitions and learn how to serve your current clients better while also becoming a magnet for referrals from women who value trusted, empathetic guidance.

Learning Objectives:

• Identify clients at risk of divorce and plan proactive outreach

• Understand the emotional and financial needs of women during divorce

• Learn how to preserve existing relationships and attract new referrals

• Gain practical tools for conducting more empathetic, action-oriented conversations

Key Takeaways:

• Understand the divorce journey and emotional decision-making patterns

• Use open-ended questions to deepen trust and drive clarity

• Identify the right advisor role based on a client’s confidence and competence

• Avoid costly missteps by sequencing advice around client readiness

• Protect your clients and your firm with smart communication strategies