How Top Advisors Guide Clients When Their Lives Change Many of your clients will experience major life changes. It might be an unexpected divorce, a death in the family, a sudden inheritance or a surprise health diagnosis. It could even be some combination of those events. When those big life transitions occur, you can become more valuable to your clients than ever before—but only if you take the right steps and ask the right questions. Here’s a look at what clients really think and feel—and what they most want from their advisors—when their lives change in fundamental ways, based on CEG Insights’ survey of 1,150 affluent investors who have experienced at least one major life transition.