July 2015 – Strategy Marketing

3 Practical tips for engaging the female partner of the couples you serve

By Paulette Filion and Judy Paradi | July 30, 2015

As the first male boomers begin to die, their widows will be in control of the family assets long before the kids inherit them. In fact, on average, a widow can spend 16 years without her husband. Yet most advisors with older clients have done little to build a relationship with the wives in these…