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    Assisting Clients Who’ve Received a Cancer Diagnosis

    WealthManagement.com
    Oct 16, 2019

    Amanda Koplin, Martin M. Shenkman 

    The stats are significant. According to the National Cancer Institute, one in three
    women and one in two men will receive a cancer diagnosis in their lifetime. That
    means no professional advisor can avoid dealing with the impact of cancer on clients
    and their families and loved ones.

    While dealing with the more technical ramifications of such a diagnosis is essential
    to the role professional advisors serve (for example, legal documents to assure
    financial matters can be addressed during a period of illness, financial modeling to
    incorporate care costs, etc.), the threshold issue in advising your clients and families
    who just received a cancer diagnosis is navigating the tumultuous emotional waters
    they now find themselves in. Unless you can show the necessary empathy and ask
    the right questions, you may fail to fulfill your role in providing the expertise and
    technical guidance clients need.

    When a client is in crisis following a cancer diagnosis, you have to take control, be
    direct in what information you need and guide the next steps. Clients with a cancer
    diagnosis, and their family members, don’t know what they need.

    Read their commentary here.

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