Odd Lots · Sunday, July 26, 2026
Research indicates a disconnect between what advisors believe they are discussing with clients and what clients actually report. For example, while 62% of advisors believe they discuss protection with clients, only 27% of clients report having these conversations. Similarly, many advisors believe they discuss how clients will spend their time in retirement, but only 29% of clients confirm these discussions.
“According to an Alliance for Lifetime in Come peerp study, sixty two percent advisors think they're talking about protecting with their clients. Only twenty seven percent do.”
“We talk about gaps. According to the Alliance for Lifetime and Computer Purport seventy some advisors say they frequently discuss how their clients are going to spend their time and retirement, But clients report only twenty nine percent have those conversations, right,”