In 2025, trust between advisors and their clients takes center stage. Over 61% of clients cited a breach of trust as the primary reason for ending their relationship with an advisor. This stark reminder highlights a fundamental truth: money is deeply emotional and personal.
In response, Shelton has created, Hidden Gems, an advisor empowerment video series designed to equip you with the resources needed to cultivate meaningful relationships with your clients and prospects. You’ll be introduced to unique behavioral strategies to apply during prospecting and with your current book of business, enhancing the level of trust from clients and providing you with tools to help them navigate significant financial decisions and transitions.
Some clients don’t come as a pair. Serving SOLOs means seeing what others miss. With nearly half of U.S. adults being unmarried—129 million people—single-person households have become the most common living arrangement in the U.S., making up 29% of all households. This demographic shift is reshaping the landscape, as singles increasingly prioritize autonomy, convenience, and lifestyle flexibility. As a result, housing markets and financial planning practices must evolve to meet the unique needs of this growing population.
We’ll dive into the do’s and don’ts with your single clients and solutions to further nurture those relationships.
As nearly half of U.S. adults are unmarried—and many plan to stay that way—financial advisors must rethink traditional planning models. This guide outlines ten essential questions to help advisors tailor strategies for clients building wealth, security, and legacy without a spouse to lean on.
