What Widows Need: Enriching Her Financial Advisory Relationship
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The purpose of the study was to better understand what widows experience and thus build a service model that engages, educates, and equips them to make wise financial decisions for their lives.
In October 2013, Ronald Blue & Co. asked selected widowed clients who are served out of their Atlanta office to participate in a small, intimate focus group. With this study, Ronald Blue & Co. sought a deeper understanding of their needs, concerns, and desires. Ronald Blue & Co. wanted to hear their unique stories and understand how they wanted to be served, from how often they felt it was necessary to be contacted by their Ronald Blue & Co. advisor, to how much detail and information they needed to make informed decisions, to priorities relating to their wealth and families.
It was Ronald Blue & Co.’s hope that this research would be read and used broadly within their company by everyone who interacts with their clients and that it would provide new and better service insights, paving the way for an enhanced model specifically addressing the needs of widows.
Ronald Blue & Co. was thankful to their Atlanta office for expressing the need to improve and validate how widows are served and for overseeing this project. Ronald Blue & Co. was also thankful to Women Doing Well for facilitating the focus group and conversations, for gathering their findings, and developing a comprehensive and instructional white paper. Ronald Blue Trust supports the Women Doing Well mission of inspiring a movement of women living and giving generously.