Why 70% of Widows Switch Financial Advisors: Tips for Finding the Right Support
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Why 70% of Widows Switch Financial Advisors: Tips for Finding the Right Support
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About this listen
Discover why 70% of widows change financial advisors within a year of losing their spouse and how to find one who truly supports you. In this episode of From Tears to Triumph, we share real stories of widows feeling ignored by advisors and break down the top reasons for switching—lack of connection, outdated approaches, and new life stages like remarriage. Learn key signs it’s time to switch, what to look for in a financial advisor (like being a fiduciary who listens), and how to navigate finances after loss with confidence.
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