Bloomberg Surveillance · Sunday, August 30, 2026
Many women reportedly leave their financial advisor after the death of their spouse because they felt unseen and unheard throughout the relationship. This suggests that even if an advisor believes a relationship is successful, the client's perception might differ significantly, leading to a departure when given the opportunity.
“And I've heard it so many times in my career where women would leave the financial advisor after the husband died or passed away because they didn't feel seen or heard that entire relationship. And so while the advisor thought it was a successful relationship, the client... Immediately when she had the chance, she left.”