Grief-Ready Communication
Hi, I’m Kathi.
A coach, consultant, speaker, and widow advocate helping financial professionals lead with grief literacy — so they can truly show up for clients in loss.
Nice to meet you
Kathi Balasek, M.A.
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 financial professionals how to improve their grief literacy communication skills to best serve bereaved clients.
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 the Grief-Ready Advisor approach 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-Ready firm.
In the Media
Featured conversations.
Kathi joins leading voices in financial services and grief to talk about what it really takes to serve clients through loss.
Podcast
Breaking Money Silence
with Kathleen Burns Kingsbury
Podcast
Leadership from the Core
with Marchel Schwantes
Video
Horse’s Mouth
with Ellen Rogin
Podcast
ensombl: knowledge
with Louis van der Merwe
Podcast
Standard Deviations
with Dr. Daniel Crosby, Ph.D
Podcast
52 Pearls
with Melissa Joy, CFP
Podcast
Real Talk with Life After Grief
with Chris Dale, CFP, CeFT
Podcast
Financial Finesse
with Cathy Curtis, CFP
Editorial
Rethinking 65
Editorial piece
Podcast
The Tony Steuer Podcast
with Tony Steuer, CLU, LA, CPFFE
Video
Grillo Invest
with Sarah Grillo, CFA
