Laura Mattia

His Prognosis was Fatal but His Widow Became a Client for Life

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.

Financially Empowering Widows

RETHINKING65 (November 2021) Widows often feel overwhelmed, frightened, angry and disconnected — like many of us have during the pandemic.

Empowering Widow Clients - Round the Table Magazine

Empowering Widowed Clients

ROUND THE TABLE MAGAZINE (SEPT/OCT 2021) There will soon be 13 million widows in the U.S., with nearly 1 million added each year. We refer to this as the widow tsunami. This articles addresses how to help clients who have lost a spouse gain financial know-how and plan for their future.

Forgetting Small-Cap Stock Is a Mistake (Video)

The small cap asset class represents companies with a relatively small market capitalization. Recall from prior posts that a company’s market capitalization is the market value of its outstanding shares. Companies are typically divided according to market capitalization: large-cap ($10 billion or more), mid-cap ($2 billion to $10 billion), and small-cap ($300 million to $2 …

Forgetting Small-Cap Stock Is a Mistake (Video) Read More »

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