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 to connect with these tools and engage and attract and retain female clients.

This is what I can help...

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...

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 widowed, divorced, retired, have a career change, have an inheritance, things that really alter their...

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. You must call immediately.

Don't text, don't write, don't send a message. You call and learn how to...

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...

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...

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 consists of four areas.

If you want to be grief literate with widows, you need communication, action,...

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...

Today I want to give two grief communication skills to financial advisors who are working with widow clients.

First, say the name of their late husband or spouse

Say things like "I really appreciated knowing John," "He made a difference in my life," "I can't imagine what you are going through...

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...