The Advisor’s Playbook for Engaging Both Partners Before It’s Too Late

The retention risk hiding in your existing book of business

Most advisors don’t intend to leave one partner out of the conversation. But it happens in nearly every practice — and the cost shows up years later, when it’s too late to fix it.

Research shows 70-80% of widows leave their advisor within a year of their spouse’s death. Not because of performance. Because no real relationship existed with the surviving spouse in the first place.

With $124 trillion changing hands over the next 25 years, and women set to inherit approximately 70% of it, the advisors who build relationships with both partners now will be the ones who retain clients through life’s most critical transitions.

This playbook shows you how.

What’s inside:

• A self-assessment to see your practice the way your clients do
• A meeting framework that engages both partners from minute one
• A values-first approach, contributed by Sarah Mouser of Verdence Capital Advisors
• A 60-day action plan to start changing the dynamic now