Ronald Blue &  Co. commissioned Women Doing Well to do a research study on how to enrich widows’ relationships with her financial advisor. What a helpful and important topic! Did you know that just last year nearly 10% of American women became widows–9.3% or more than 1 million. And the more engaged the woman is in her financial health before her husband’s death, the less stress she will experience afterward, lessening an already fraught time.

The 7 Key Findings of the research include: 

• She wants to be understood
• She wants to understand
• She values trusted relationships and wants to know she’s not alone
• She wants complex decisions and processes simplified
• She highly regards holistic service
• She needs unique attention and service “in the fog” of grief
• She wants her advisor to recognize and adjust as she turns to a new life

Please pass this great data on to anyone you know who may benefit from it (advisors, counselors, pastors, parents, friends).