Name: How Next-Gen Advisors Should Tailor Advice for Modern Families
Uploaded: 2025-07-31T15:36:00Z
Duration: 2 min 48 s
Description: Lindsay Pazdan, a Morgan Stanley wealth advisor, shares her best advice for advisors working with clients who are non-traditional family structures.

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Lindsay Pazdan, a Morgan Stanley wealth advisor, shares her best advice for advisors working with clients who are non-traditional family structures.

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How Next-Gen Advisors Should Tailor Advice for Modern Families

A lot of families now in the US, don't look like the quote unquote traditional family of the 1950s. So how do you approach, you know, blended families or families with, you know, multiple different dependents, or special needs, to your point. How do you go through that discovery process and then have that conversation with the team?

Yes. This is hands down, I think, one of the best parts of our job, is that you start this conversation. And when I think about financial planning, it is not, we are not just looking for data, right? We are looking for emotions, relationships, this is laying the foundation, and this is how we start with prospects before they become clients, is gaining an understanding of who they are, who matters to them, who's important. You know, when you get that outline, you can start asking questions of, how are your assets titled, you know, do you have children or you know, who's important, who's part of your family? And you oftentimes will hear the answer of, well, for my first marriage, you know, we have, I have children from my first marriage. Well, that takes you down a whole new path when it comes to financial planning, right? Because there's a lot of questions associated with that, of, how are those children accounted for? What's the relationship like? And so once you start to color in this picture of what matters to a client and who they have relationships with, that's when you start to weave in, well, what does the estate plan look like? And then, is what they're saying to me, is that actually being reflected in the plan? Or is that actually being reflected in those trust documents that they have? And I'm a huge fan of making sure, you know, especially as a younger advisor, that you ask those questions and it can be really uncomfortable.

I just think as a younger advisor, you wanna show that you bring value, right? You wanna show that you have a place in the room and that, at times, you're a little, you're nervous to ask the questions because you don't wanna not have the answers. And it's okay, because it's okay not to always have the answers, but to at least ask the question. And if they come back with another question that you're not really, you know, you're not really sure of, it's a great opportunity for you to then connect with their estate planner, connect with their attorney, have a conversation, start to get to know that attorney and understand why it does certain things are in place. And I think those relationships are so critical for us as advisors, just 'cause everyone's lives are so complicated.

How Next-Gen Advisors Should Tailor Advice for Modern Families

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