Financial Advisor Magazine, August 2015fa-magazine
How to Help Grieving Clients

Financial Advisor Magazine asks Directors of Financial Planning, Alina Lee and Sarah Mouser, to discuss how Cassaday & Company, Inc. works with clients who are grieving. Understanding the clients’ immediate needs, communicating effectively, and providing external resources if the client needs them are just a few things advisors should take into consideration.

Read the article by Karen Demasters here