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.

...

Continue Reading...

5 Proactive Tips for Financial Advisors Working With Women Experiencing Widowhood

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...

Continue Reading...

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...

Continue Reading...

How Financial Advisors Communicate With Widows

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...

Continue Reading...

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...

Continue Reading...
Close

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

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