Mar 01 2024 28 mins
Sometimes financial planning is about more than investing toward goals. For Lynne Knox, a private wealth manager at Capital Group Private Client Services, that often means helping people move from fragility to strength. This is particularly true for women age 65 and older going through “gray divorce” after spending decades in a traditional homemaker role.
These women may have high net worth but little experience making their own financial decisions. They need guidance, but they also want allies they can trust and lean on during a time of great uncertainty.
In this episode, Knox describes the financial advice she gives them, a technique for better client conversations, and how she nurtures these client relationships after the divorce is finalized. For more, visit PracticeLab.