Be the Support that Clients Need During the Toughest Times of Their Life.
How do you help clients and employees through this difficult transition?
We train leaders to build trust and empathy with their clients so that they can support them during the toughest moments of their life.
Grief Smart Collective Interactive Course
Do you struggle with:
- Feeling helpless, powerless and unprepared to help your grieving clients
- Fear of not knowing what to say or do
- A lack of understanding about grief and loss
- Feeling ill-equipped with skills surrounding grief
- Awkward, uncomfortable conversations
Grief leadership is critical. You value your team and clients. Learn best practices, protocols and tools that retain, attract and support bereaved clients.
Get your team on board to create a grief smart environment. Develop communication skills, empathetic actions, rapport based protocols that engage clients who are experiencing loss.
We get it - Engaging grieving clients is hard.
Learn the C.A.R.E. Strategy
How do you know what to say, how to communicate, how to follow up immediately after a death? How do you confidently provide the necessary tools to help your grieving client? How do you remain their trusted advisor and help them safely navigate financial matters? We teach you how to connect, engage and walk with them through life's most difficult transition.Learn about this proven strategy today!
President & CEO, Francis Financial
Kathi Balasek 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!
CEO & Founder, IncomeConductor
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. Kathi’s sincerity and strong desire to help both advisors and their clients has an immediate impact on her audience, not just affecting how advisors interact with their grieving clients, but also how they react to grief personally in their own lives.
Senior Vice President, Branch Manager at RBC Wealth Management
Kathi brings tremendous value to our Wealth Management practice. Her own personal experience, story telling ability and kind, caring insight, truly resonates with the clientele that we serve, and our advisors who work with them on a daily basis. Well done Kathi, you bring immediate value to all you touch.
Ready to cut through the awkwardness?
Learning to talk about grief is a practiced skill. Creating empathetic conversations normalizes grief which leads to deep connection and meaning.
How it Works
Schedule a time to discuss your needs
Would love to talk about your needs, your practice and how we can collaborate.
Allow us to create a customized plan
Based on your needs, goals and vision, we can meet and discuss a tailored plan and recommend a course of action.
Let's execute the plan together
Whether you need executive coaching, an employee workshop or event speaking, we will coordinate a timeline and strategic plan toward your goals.
Kathi Balasek is an educator, empathy and grief communication coach, university lecturer, speaker, podcast host, and widow advocate. She teaches financial 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, grief and widowhood.
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.
Your Guide on How to Communicate Authentically With Someone Who is Grieving.
We have all had moments of loss. What you say is important.
Follow me on social media @kathibalasek
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