Why Women Leave Their Advisor

Why 70% of Women Leave Their Advisor, and How to Fix It

Many advisors unintentionally alienate women by focusing solely on portfolio reviews and technical planning, often failing to create relevance or emotional connection during meetings.

The numbers don't lie: 70-80% of women leave their financial advisor within a year of their spouse passing away. Why? Because there's no real relationship. Advisors miss the opportunity to connect with the life-side concerns that many women are actively engaged in, caregiving, family transitions, purpose, and legacy.

In this clip, Dr. Amy D'Aprix explains how to authentically engage women by integrating life and money into every conversation. From reading a client's life stage to capturing and investing in personal insights, Amy and I share how to create relevance and deepen trust. It's not about trying to be interesting; it's about being genuinely interested.

This clip is an excerpt from episode 75 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Dr. Amy D'Aprix, MSW, PhD, CPCA, a certified gerontologist, life transition expert, author, and the founder of LifeBridge Strategies . Stream the entire episode on your favorite podcast channel:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb