“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 ne...

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 teach...

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 desire...

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 e...

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 ...

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 exp...

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...