A critical niche for advisors: The female client

April 6, 2015 by Jack Singer

A recent study by Fidelity Investments found that 70 percent of widows fire their financial advisor within one year after their spouse dies! Why would so many women dismiss the advisor who worked so diligently for their family, in many cases, for years?

The answer lies in the somewhat archaic notion that the man is in charge of the family’s finances and decisions surrounding insurance, annuity and investment products, and their spouses just go along for the ride. Click HERE to read

Originally Posted at LifeHealthPro on March 26, 2015 by Jack Singer.