4 Tips for Engaging Both Spouses

Stronger Client Relationships Start with Both Partners at the Table

Many advisors unintentionally build relationships with only one spouse, often the husband. It’s a pattern that carries risk for advisors and their clients alike: 70–80% of widows change advisors within the first year after their husband’s death.

But when both partners are engaged in the planning process, clients feel more confident, prepared, and genuinely connected to their financial future.

About LifeBridge Strategies

LifeBridge Strategies, founded by Dr. Amy D’Aprix, helps professional financial advisors become more competent and confident in talking to their clients about life transitions, so they can more easily bridge the gap between life and money. We also provide solutions that advisors can share with their clients on the practical, emotional, and family aspects of transitions.

Amy D’Aprix is an internationally respected expert on lifestyle issues relating to retirement, aging, caregiving, and family dynamics. With a Ph.D. in Social Work, “Dr. Amy,” as she is affectionately known, provides down-to-earth, practical, and professionally informed guidance on Life Transitions to individuals, professionals, and organizations. Dr. Amy has inspired thousands of financial advisors and their clients across North America. She has consulted for the financial industry and trained advisors for over 20 years, providing sound guidance in navigating life’s events and challenges to ensure the success of overall life goals and financial plans. 

This passion is reflected in LifeBridge Strategies offerings, such as Trusted Advisor of Choice™, a program for financial professionals to better understand their clients’ concerns and LifeMap™, an exclusive membership site to help advisor's clients proactively prepare for the life transitions they face. Amy is a Certified Professional Consultant on Aging (CPCA) and is regularly featured and interviewed on television, radio, podcasts, and online publications.