Advice for Widows

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According to 2011 Spectrem Group research, 70% of widows leave their financial advisor after their husband dies. Why are they unhappy? This week’s guest is Kathleen Rehl, both a widow and a financial advisor, who experienced grief compounded by financial stress when her own husband passed away. Kathleen joins Real Wealth® to talk about the importance of having both spouses in on the “money conversation,” so that all are on the same page and comfortable with the decisions made. By establishing a trusting, solid relationship with each of your clients, you’ll be able to help them through this difficult time instead of adding to their anxiety, which may cause them to leave.

 


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