According to Bill Bachrach, who trains advisers in the US, many advisers do not have a relationship with the spouse.
I have no idea whether that is true or not, but from our experience, widows do talk to us. Why? When you look at the way the investment industry works, it’s really all about the money. The focus by advisers is managing client assets. The financial advisers/wealth managers and similar make more money by managing money than focusing on helping people in a much more holistic manner.
Our vision is to help people feel more empowered with their financial decisions. That can mean, managing money yourself with support. When you decide you want to delegate money management to others, you need a financial bodyguard to ‘manage the manager’…to make sure those who you employ to manage your wealth are doing it well and in keeping with your goals and philosophy.