Financial Planners and Baby Boomer Widows: Building a Trusting Relationship

Korb, Brian R.
January 2010
Journal of Financial Planning;Jan2010, Vol. 23 Issue 1, p48
Academic Journal
The article discusses topic related to building a trusting relationship between financial planners and baby boomer widows in the U.S. It explains that trust is a crucial for relationship between a financial planner and widowed client to be long-lasting and successful. It mentions the model that shows how financial planners could use in helping them build a trusting relationship with their baby boomer widow clients. It also mentions that the model not only offers an implication for relationship a financial with widow clients, but also with married baby boomer women client prior to widowhood.


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