Financial advisors who work with women and/or current widows may be ill-equipped in grief communication skills that engage and connect with this growing population that really needs your help making informed financial decisions.
Many financial advisors are at a high risk of losing these clients without a better understanding of grief communication and language skills. This presentation helps advisors better understand how to engage, protect, assist and empower their widow clients.
Kathi Balasek, MA, is an Empathy and Grief Communication Corporate Coach and Consultant, University Lecturer, Speaker, Educator and Podcast Host who is on a mission to cultivate a grief literate culture by improving the language of loss with clients. She is currently a lecturer at California State University where she trains future teachers.
After 20+ years of teaching and coaching, she has found that the art of engaging bereaved clients hinges on financial advisors’ competence and confidence in grief conversations. She knows that connection, empathy and meeting people where they are is what builds relationships.
Kathi Balasek, MA is a widow advocate and teaches advisors necessary skills to serve this vulnerable yet growing population in an authentic, yet professional way.
We will ALL experience grief and loss. Most people were never really taught how to communicate with people going through grief and loss.
This became very evident when she became a young widow raising five children. She had to re-learn how to navigate the world not only for her family but for her future. She learned very quickly that what people do and say will either help or hurt, connect or disconnect.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout. After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs You are responsible for reporting all other certifications for CE credit.
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