How to Work Better With Couple Clients

Only 42% of couples who have advisors work with them jointly, according to a new Fidelity study †-- and thatís a problem, according to experts at the custodial operation. In the remaining 58% of couples, male partners manage the advisor relationship while their significant others donít participate.

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Comments (2)
Great piece and it asks what can advisers do? Great question. Here is one solution:http://www.3qadvisers.com/programs/adviser-programs/strengthening-relationships-with-female-clients-through-legacy-planning.aspx
Posted by Tony D | Wednesday, December 18 2013 at 11:23AM ET
Is it not a pity that inspite of identifying a problem and inspite of knowing that a solution could result in a potential upside to their business, the world of financial advisors has not come to grips with the problem. There are sporadic attempts to set the situation right but no concerted efforts to rectify the situation either in the present or in the immediate future. No wonder women switch financial advisors after the death of their spouse.
Posted by tasha123 s | Wednesday, December 18 2013 at 12:27PM ET
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