Name: How Advisors Guide Clients Through Company-town Layoffs
Uploaded: 2025-11-20T15:31:00Z
Duration: 1 min 33 s
Description: Advisors act as counselors, providing reassurance and guidance to clients as they navigate the loss of a job and search for new work, says Heather Robison, a financial advisor at Bartlesville, Okla.-based Fourstone Wealth Management.

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Advisors act as counselors, providing reassurance and guidance to clients as they navigate the loss of a job and search for new work, says Heather Robison, a financial advisor at Bartlesville, Okla.-based Fourstone Wealth Management.

https://m.wsj.net/video/20251121/7461cb9b-333e-468f-ba16-ad91f57aae2b/2/hls/manifest-hd-wifi.m3u8

How Advisors Guide Clients Through Company-town Layoffs

Any sort of unique financial challenges that they might be facing being from a town that a large corporation, you know, left and there could be changes in pension, could be changes in lingering impacts.

You know what, right now, I have been getting calls because one of the corporations has announced a 20% reduction in workforce. And sadly, it does seem like that kind of announcement happens every three to five years. So, I mean, it's definitely challenging. You're gonna be that person they call. I mean, just, you know, honestly, life happens and sometimes it does open a better door on the other end. I just had somebody come in, they are able to, what they call an expression of interest. So he may get like 27 weeks of severance and he's already got another job lined up that pays more. So, you know, sometimes I feel like our job, we're being more of a counselor than we are being their wealth manager. And I think that's what's so rewarding about this job because it's like, you're gonna be okay. There is light at the end of the tunnel that may actually be better for you in the long run. Change is hard, nobody likes change, but this is how, you know, this was our plan before. Here's Plan B and plan B's pretty good too.