Every Tuesday, you will get an actionable piece of advice from Don Connelly, related blog posts on the topic, and what's new on the blog PLUS Don's "10 Great Analogies" in pdf format right away.
Weekly Focus - June 17, 2020 - "How Can You Better Serve Widows?"
A report by Fidelity a few years ago revealed that when couples interact with a financial advisor the male partner is still more likely to be the primary contact. This could explain in part, why when their husbands die widows often fire their current advisors.
Sorry this page is available to subscribers only. If you're not a subscriber why not join today? Click here to view your subscription options.
You will be given immediate access to your subscription level content on the site.