262) Painting Your Life’s Picture: The Death and Finances Conversation

If there’s one topic in intimate conversations that may be frowned upon more than finances, it’s death. Unfortunately, many families put off the wealth transition dialogue until it’s too late. They’re then left scrambling to find the missing pieces in their dearly departed’s life.

Emily Cisek, CEO & Co-Founder of The Postage, tells us why financial brands should take the opportunity to help their customers through the tough conversation of death and wealth.

Join us as we discuss:

- How financial brands can drive natural connections with families (6:22)

-Prioritizing emotional experiences over transactional ones (16:17)

-Breaking through leadership barriers with emotional topics (23:35)

Check out these resources we mentioned during the podcast:

-Emily Sisik

- The Postage

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