Grief Literacy and Empathy Communication
Retain, attract and support clients before, during and after loss
In-person & Online Training Available
Whichever learning experience you choose, we teach you how to connect, engage, and walk with your clients through life's most difficult transition.
Grief Smart Professional In person Training
Cost: 1/2 day training 5K plus travel
full day 7.5 K plus travel
What it looks like:
This course is designed for the advisor who wants to elevate their practice and create a planned approach to engage and support clients experiencing widowhood.
Discover key strategies to communicate, build the relationship and improve financial confidence moving forward. Learn at your own pace through 5 learning modules, videos, worksheets and support materials so that you develop a clear plan, pace and action steps to put in motion for your clients.
P - Preparation (Groundwork)
A - Action (Do)
C - Communication (Say)
E - Engagement (Grow)
R - Relationship (Build)
(Learn at your own pace)
Virtual Workshops
Cost: 1- 2 hour workshops
- starts at 1,000 per workshop
Scripting Course
$149
- get all three downloads
4 video modules
2-4 hours investment
pdfs - single/bundled downloads - order bump - scripting course
Ala Carte Tools
100 ways to write a condolence card
100 gifts beyond the food
100 what to say/not say
Rachel Donnelly
Owner, Black Dress Consultants
Kathi is a thought leader and innovator for widows, but in a very specific and unknown niche with grief literacy communication for financial advisors. I look to her for her willingness to lean into hard spaces, by challenging the norm and serving as a champion for widows.
Nancy Evans
Co-Owner, BYOB Agency
Kathi is a truly wonderful and genuine person. Her personal and professional experiences have given her an amazing ability to consult others around grief literacy and communicating with empathy. She provides tangible tips and guidance for professionals and teams working with clients who have experienced loss and grief. Many shy away from navigating these waters, so it is truly wonderful to know a person, like Kathi who face it head on with empathy, love and compassion.
Brian King
Senior Vice President, Branch Manager at RBC Wealth Management
Kathi brings tremendous value to our Wealth Management practice. Her own personal experience, story telling ability and kind, caring insight, truly resonates with the clientele that we serve, and our advisors who work with them on a daily basis. Well done Kathi, you bring immediate value to all you touch.
What Questions Do You Have?
Who is this curriculum for?
Will there be information on widowers as well as widows?
Is this only for women advisors?
How do I know which program is right for me?
How do I access the course materials or membership?
How long to I get access to course materials?
We get it - Engaging grieving clients is hard.
Learn the C.A.R.E. Strategy!
How do you know what to say, how to communicate, how to follow up immediately after a death? How do you confidently provide the necessary tools to help your grieving client? How do you remain their trusted advisor and help them safely navigate financial matters? We teach you how to connect, engage and walk with them through life's most difficult transition.
Get More Information On This Proven Strategy!
Your Guide on How to Communicate Authentically With Someone Who is Grieving.
We have all had moments of loss. What you say is important.
Stay Updated On Our Next Session for the Grief Smart Collective!
I'll email you the details and start dates for our next session.
