In my previous article, I discussed the need to understand what a widow is experiencing, how she feels, and how you can build rapport during the grieving stage of widowhood. You will often meet a widow after she has experienced loss, but there may be a time when you will begin working with her and her spouse prior to death. Assisting a couple through this life transition can be challenging but also rewarding. According to a widely cited statistic, 70% of widows fire their advisor after their spouse dies. You can prevent this by helping the couple prepare before the husband dies.
Published Articles and Whitepapers
MARKETWATCH (July, 2018) Women have made strides working in occupations dominated by men, yet social norms continue to restrict women’s progress, particularly in finance. Female fund managers, financial planners, financial analysts, and financial managers are a small fraction of financial professionals.