Becoming a Guidepost: 5 Practice Building Tips

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As an advisor, you can’t just swoop in at the end of a divorce, hoping that the business becomes yours. From day one in the divorce process, the divorcing woman is facing all kinds of challenges in every part of her life. She is about to make what might be the biggest decisions of her life at the most vulnerable time. She needs direction financially, legally, and emotionally. If she has children, she needs help for them. Your role is to make her transition as smooth as possible and help her avert lifelong disaster. By taking the time to be her guidepost on all fronts, your transition from friendly adviser to financial adviser will be a natural one.

Ginita Wall

CPA, CFP®, CDFA®

Ginita Wall is a financial adviser who specializes in helping people through life transitions. She has authored eight books and three booklets on personal finance. Ginita is also the co-founder of the non-profit Women’s Institute for Financial Education (WIFE.org) and the originator of the acclaimed Second Saturday divorce workshop.

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