Blog

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...

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...

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...

“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...

“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...

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...

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...

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....

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...

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...

To all of my financial friends out there, I am on a mission that every one of you, whether you're an advisor, a company supporter, that you have a widow division in place. I believe that it...

So today, I want to talk about the research from widows and financial advisors and how to make that connection. Even though this is an understudied area, I found a current study about qualities...