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by James Robert Lay on January 10, 2023
Brief Summary of Episode #262
None of us take joy in reflecting on our inevitable death, much less the death of a beloved family member.
But death comes for us all.
And as Emily Cisek, CEO & Co-Founder of The Postage, explained, not financially preparing for your passing can turn a celebration of your life into a managerial nightmare for your family.
“There are certain things that families need to organize and put together and think about that they never anticipated until something like this happens,” Emily told us.
Unfortunately, many people don’t know where to begin to plan for the inevitable, which means there’s a massive opportunity for financial brands to help.
“There’s an opportunity for banks to really lean into the community, to really lean into products that… will open up opportunities for younger generations in this intergenerational conversation,” Emily said.
So, how can financial leaders incorporate this difficult conversation as an integral part of their services?
“It’s understanding your barriers,” Emily said. “You may understand something, but what are your barriers to feeling something?”
By bridging the emotional gap between wealth and wisdom, financial brands can help people navigate uncharted waters.
Key Insights and Takeaways
- 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)