LibraryScenariosWhen Client Tragedies Follow Financial Decisions
Scenario

When Client Tragedies Follow Financial Decisions

A client died by suicide two months after I helped him liquidate his retirement accounts early to pay for his son's gambling debts.

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More people experience this than they realize.

What we've seen

A client killed himself after you helped him cash out his retirement, and the guilt is crushing.

Ideas that help explain it
Worth thinking about

“Where Are You with Financial Services — Financial Advisory & Wealth Management?”

If this sounds familiar, the Library can help you find the bigger picture.