The Three R's of the Widow-Advisor Relationship

“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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Report vs. Rapport Communication Styles

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...

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What a Widow Looks for in a Financial Advisor

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 desired in a financial planner from the widow's perspective. And the five that they showcased from top...

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How to Develop Your Grief Literacy Skills

By 2030, less than 10 years from now, women will control a huge part of the $30 trillion wealth transfer that is coming.

Marketing to women just makes sense.

Let's talk about widows because, sadly enough, they are your current and future clients.

How prepared are you? How practiced are you?

It's...

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Finding Common Ground Between Financial Advisors and Widows

So if wealth management was a sport, where would women be? Would they be on the field, on the bench, in the stands? Would they be handing out the Gatorade?

As a widow, I am very familiar with on the bench, watching life go by, and handing out the Gatorade.

Let's talk today about widows, financial...

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Let’s Talk About Monday’s Point of View

So today, I want to talk about Monday's point of view because you are here for more than just the to-do list, the scheduling, the checking things off, and you are here for purpose. So I want us to expand our hearts today and think about what it would be like to work with widows. Because yes, I'm...

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Let's Talk About Widows

I want to talk about capable women, educated women, career women, stay-at home mom women, widows. Widows look very differently but widows, all of those things that we've done in our lives, we're still beginners. 

I mean imagine, when I think of a beginner I think of that kindergartner and we...

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Your Guide on How to  Communicate Authentically With Someone Who is Grieving.

We have all had moments of loss. What you say is important.