Natalie Colley Quoted by MarketWatch on Fostering a Relationship with Widowed Clients
By: Francis Financial
December 13, 2022
Natalie Colley, Lead Advisor at Francis Financial was recently quoted by MarketWatch on fostering a relationship with a newly widowed client.
Within a year of being widowed, 70% of women fire their male financial adviser.
“Sometimes, women feel patronized by financial professionals,” said Natalie Colley, a certified financial planner at New York City-based Francis Financial. “They want an adviser who connects with them emotionally, who understands them on a personal level.”
Say a woman has accompanied her husband to meetings with the family’s financial planner, who is a man. If the two men do most of the talking, the woman may feel ignored and disrespected.