Grief Smart Professional
Connect, support and retain clients
experiencing life's most difficult transitions
Show up with more heart and sensitivity, create inclusive language
and build a reputation as a Grief Smart company.
Grief Smart Collective Small Group Course - Widowhood
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Kathi Balasek is an educator, grief literacy communication coach, corporate consultant, university lecturer, speaker, podcast host, and widow advocate. She teaches professionals how to improve their grief literacy communication skills to best serve bereaved clients.
Experiencing the financial uniqueness of widowhood first hand, she learned that the relationship between professionals and bereaved clients is pivotal. Combining her 25 years of teaching, coaching and personal experience, she created Grief Smart Advisor as a tool to help professionals retain, connect and support clients experiencing loss and grief.
She is currently a lecturer at California State University, Chico in the Department of Communication and Education where she trains future teachers and athletic coaches. She has a passion for motivating leaders to develop communication skills that engage and connect.
We will ALL experience grief and loss. Grief leadership and communication are critical now! Join me in this cultural conversation.
Speaking Engagements
In Person and Virtual
Lead and advocate across your industry. Book Kathi as your next conference speaker. Inspire your company members to become confident and competent in grief literacy communication. Walk away with key strategies, tools and action steps that retain, attract and support clients through life's most difficult transitions. Invite and ignite the most meaningful, trust building conversations you will have with clients that generates loyalty and impact for generations.
Workshop Trainings
In Person and Virtual
Communication skills that builds connection and solidifies trust. You are on the front lines of difficult life transitions. Get your team on board to create a grief smart environment that best serves your clients. Whether you work with clients experiencing widowhood, divorce, retirement, or caregiving, we can create a program and process that meets your needs. Choose an in person VIP day of training or discuss options for 6 - 12 month program with a combination of virtual/in person coaching sessions. Build the skills NOW to best serve your client of tomorrow.
Small Group Collective Course
Retain/Attract/Support Widow Clients
Create a practice that empowers the surviving spouse. Best practices, strategies with guides to solidify the widow/advisor relationship. Create loyalty for generations in this 5 week intensive online course for a small group(8) of financial professionals. Understand the financial uniqueness of widowhood, learn grief communication skills and deepen client trust. Lead your clients, team and industry and develop a reputation as a grief smart advisor. Set the PACE (Prepare/Act/Communicate/Empower) Next round starts April 2023.
How it Works
Schedule a time to discuss your needs
Let's meet and discuss your vision, area of growth and how we can elevate your practice to best serve grieving clients.
Create a customized plan together
Based on your needs, goals and vision, we can meet and discuss a tailored plan and recommend a course of action.
Execute the strategic paced plan
Whether you desire corporate training, an employee workshop or event speaking, we will coordinate a timeline and strategic plan toward your goals.
It begins with a conversation
I work with financial industry leaders, firm owners and advisory teams. I offer on-sight workshop trainings, consulting and event speaking. Send email to [email protected] or click the "Contact Kathi" button below so we can be introduced. From there, we will set an appointment to talk about your goals, vision and growth opportunities.
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