Building trust and connection….What do clients want from you? We recently shared that 80% of widows leave their financial advisor within a year of their husband’s death. While these clients may recognize the value of professional advice, they might not feel deeply connected to their current advisor, leading them to seek someone they connect with on a personal level. Emphasizing relationship-building and understanding unique client priorities can help retain and better serve female clients. Creating a more personal and trustworthy connection is key! Take a look at how both women and men ranked the importance of certain advisor characteristics. Check out our new Risk Class Name Changes. Pacific Life announced new Risk Class Naming Conventions for PL Promise products. All applications dated on or after February 21, 2025, will receive the risk class names listed in their recent bulletin.
