How many of your current clients are experiencing:

• A critical health diagnosis? 
• A long term illness? 
• Caregiving for a family member?  
• A stressful life transition?

The sad reality is that many of your clients are facing difficult transitions now and in the future. In fact,...

You are the expert, You've been trained. You have the experience and the expertise in financial planning. But let's fill the gap and follow the steps in the P.A.C.E.R. Program. Learn to connect with these tools and engage and attract and retain female clients.

This is what I can help...

Today let's talk about PREPARE the P in our P.A.C.E.R. acronym, (preparation action communication engagement and relationship) because part of the preparation phase is you becoming the best resource on the planet.

Be the first person that clients call when they need a recommendation or referral....

“At the end of the day people won’t remember what you said or what you did, they will remember how you made them feel." - Maya Angelou

I’m reminded of the first office visit after my husband died.  Even though I had a great relationship with my advisor, I sat in the car...

“Everyone has an invisible sign hanging from their neck saying, ’make me feel important'. Never forget this message when working with people.”  Mary Kay Ash

The Three “R’s” - Strengthen the skills needed for partnership with your current women clients.

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Clients who are experiencing widowhood are women first.

Before you start to see a bereaved client as a widow, remind yourself they are women and women are very relational, conversational and rapport driven. They're looking for advisers who are authentic and understand them.

So take the time and...

So if you work with women, you will work with women in transition. With female financial transitions, there is a component of loss and they truly need a trained thinking partner. Whether they are widowed, divorced, retired, have a career change, have an inheritance, things that really alter their...

Today, I want to talk about firsts. When you have a client whose spouse passes away, you have a series of things that must happen. So first thing, we want to organize our empathetic actions.

#1. You must call immediately.

Don't text, don't write, don't send a message. You call and learn how to...

Hi, I'm Kathi Balasek, and I teach grief communication skills to financial professionals so that they can connect, retain, and attract bereaved clients.

Today, I want to talk to you about great teaching.

Great teachers know their audience.

You, as advisors, are teachers, facilitators. You're...

Hi, everyone. Today, we're going to talk about common statements that people say to someone who is grieving. Basically, popular statements that are unpopular with grievers, stay strong, they're in a better place, everything happens for a reason.

However well-meaning, it can be more hurtful and it...