Professional firms lose clients during this traumatic period because advisors often lack the necessary training to support the transition, instead providing minimal or no support.  Frustrated clients seek an advisor who better understands and can guide them through this stressful stage of life, not just with strategy, but with empathy and presence.  

Stephanie has recognized a costly gap in how professional firms were overlooking this critical client need and has launched training programs equipped to guide advisors and service based teams engage more effectively with clients during one of life's most challenging periods.  She trains professionals to do what numbers alone can't: build lasting loyalty through human connection, grief informed communication, and presence that outlasts any transaction.

70% of women change financial advisors within a year of their spouses death, not because they want to, but because they don't feel understood.  This is a trillion dollar gamble for your firm!