Name: ‘Remove the Emotion’ When Advising Clients Who Are Divorcing
Uploaded: 2025-10-23T15:00:00Z
Duration: 1 min 32 s
Description: “Because it’s in black and white,” the financial plan takes on greater importance when advisors work with clients going through a divorce, says Aileen Schruth, a financial advisor at UBS.

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“Because it’s in black and white,” the financial plan takes on greater importance when advisors work with clients going through a divorce, says Aileen Schruth, a financial advisor at UBS.

https://m.wsj.net/video/20251023/3b7c8949-491b-4ebe-b2cc-4312efcdbfd3/1/hls/manifest-hd-wifi.m3u8

‘Remove the Emotion’ When Advising Clients Who Are Divorcing

Are there any consistent levers that can be pulled or indicators that a client should be thinking about before they really walk into your office?

Each of these is so different, all the way to the point that I have a lot of happily divorced clients, and I'm still working with both the wife and the husband. And there's financial planning around that too. Like who pays for what, and how do you strategize across two different separate balance sheets. So everything is so different. I would say one consistent is trying, which is so difficult 'cause it's such an emotional time, but try to remove the emotion, because there can be items on the balance sheet, be it the primary home, or the beach house, or art, or company stock, that you accumulate it yourself, and you don't want your spouse to get half, I mean, so many different emotions. But then if you can do the financial plan, and see in black and white, if you tie so much importance to this emotion, you might be missing out on something that could make you happy. Or not. And then you dig your heels in and go for it, but at least you've modeled it out and see what makes sense.

So any tips or tricks with trying to figure out how to take away that emotion? I mean it's, probably, one of the most emotional times in someone's life is going through a divorce. So how do you, would you say, take that out of the conversation?

Well, I mean, someone more qualified to deal with the emotional, psychological aspect, but I do think it's the financial plan because it's in black and white. And you know the plan's only as good as the inputs. But it does show you if you keep the home, if you keep the portfolio, if you do this or that, how different life will be down the road. And then maybe you're still emotional, but at least you understand what you're giving up to hold onto something else.