 Many of these advisors are very competent, but they never had a relationship—or a strong connection—with the woman in the couple.” Kathleen Rehl, Rehl WEALTH Collaborations LLC. |
Summary: She's working hard to help more advisors bridge the gap. The author of “Moving Forward on Your Own: A Financial Guidebook for Widows,” Rehl has been a financial advisor for 17 years and is a widow herself. Now the president of Rehl WEALTH Collaborations LLC in Land O’Lakes, Fla., she has relinquished her RIA hat to focus on assisting widows and their advisors. In view of this client segment's growing importance, I recently asked her what advisors need to know to serve widows better.
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