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May 3, 2016

If a client dies or becomes ill, their spouse is often ill-prepared to step up and handle financial matters. Either they weren't in the room when you were advising the "decision-maker," or if they were, they weren't engaged and learned very little. When a widow is in this position, they will sometimes look elsewhere for advice since they feel little connection with you. By getting both members of a couple involved in the financial planning process, you help prevent such disasters and aid the couple in making decisions that they will both be comfortable with. In this edition of AdvisorRadio, Ellen Rogin interviews Kathleen Burns Kingsbury, founder of KBK Wealth Connection, about how you can best get both members of a couple involved in the process and to overcome the roadblocks that often get in the way.