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The Three R's of the Widow-Advisor Relationship advisors communication grief coach strengthen skills Jan 17, 2022

“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...

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5 Proactive Tips for Financial Advisors Working With Women Experiencing Widowhood communication financial advisor grief communication grief literacy widowhood Dec 14, 2021

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...

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Report vs. Rapport Communication Styles advisors communication grief literacy Sep 20, 2021

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...

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How Financial Advisors Communicate With Widows communication financial planning grief literacy widowhood Aug 30, 2021

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...

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How to Develop Your Grief Literacy Skills advisors communication grief communication grief literacy Jul 12, 2021

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...

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