Grief Smart Advisor
Support, Retain and Attract Clients in Life's Difficult Transitions.
My step-by-step system to develop Grief Literacy
and communicate effectively before, during, and after loss.
ONLINE & IN PERSON
Grief Literacy Education
Build your business from a place of empathy and compassion.
Team Training Virtual Workshops
Group Collective Mastermind
(Next round October 2023)
1 on 1 Coaching Call
Event Speaking & VIP In Person Workshops
NICE TO MEET YOU
I'm Kathi Balasek
I train financial professionals and industries in grief literacy and empathy communication. I am a coach, consultant, speaker, university lecturer and widow advocate. I teach leaders and their team how to improve their grief literacy communication skills to best serve clients experiencing ALL types of loss.
Widowhood is financial! Experiencing the loss of my husband first hand, I learned that the relationship between financial professionals and bereaved clients is pivotal. Combining 25 years of teaching, coaching and personal experience, I created Grief Smart Advisor as a tool to help professionals retain, connect and support clients experiencing loss and grief.
We will ALL experience grief and loss. Grief leadership and communication are critical now! Brand compassion, attract and retain clients and build a reputation as a grief smart company.
"Kathi did a fantastic training for our team of financial advisors on working with clients who are going through grief. We work mainly with widows and women going through divorce, so this was really apropos for us! Kathi was the best presenter I have ever heard on this subject, and she helped us to understand what these clients need and what they don’t need, how to effectively communicate with them in a compassionate and empathetic way, and why all of that is important for us in this industry. Kathi’s talk was highly informative, clarifying, and empowering!"
- Stacy Francis, CFP, CDFA, CES; Owner and CEO Francis Financial
"Kathi Balasek is hands down the best at helping advisors work with clients experiencing grief. Her knowledge, ability to teach, and deep care for women experiencing grief is evident after your first interaction with her. Her class is not just theory but is full of real world tips and advice that I found useful and now use almost daily. I would recommend her class to anyone. She is AWESOME and I am fortunate to have taken her class."
- Tim Hudson, CFP, Partner at Voyage Financial Partners
"After almost 30 years in financial services working with advisors focused on retirement income planning, I have seen that the most successful advisors are those that build strong client relationships. There is no one better to help advisors develop these skills than Kathi Balasek. Her personal experience of losing her husband and working with her advisor through this difficult period gives her a unique perspective, and her expertise as a professional educator and speaker gives her the ability to communicate these complex issues with a level of clarity and compassion that is rarely found in this industry."
-Sheryl O'Connor, CEO & Founder, IncomeConductor
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