Grief Literacy for Financial Advisors: Engaging the Bereaved Client

Grief Literacy for Financial Advisors: Engaging the Bereaved Client

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Grief Literacy for Financial Advisors - Kathi Balasek, MA

As baby boomer women outlive their husbands, it will change who makes the financial decisions for an increasing percent of an advisor’s client base.

Financial advisors who work with women and/or current widows may be ill-equipped in grief communication skills that engage and connect with this growing population that really needs your help making informed financial decisions. Many financial advisors are at a high risk of losing these clients without a better understanding of grief communication and language skills.  This presentation helps advisors better understand how to engage, protect, assist and empower their widow clients.

In "Grief Literacy for Financial Advisors: Engaging the Bereaved Client" with Kathi Balasek, you will:

  1. Learn why grief literacy competence is vital to bereaved clients;
  2. Gain a better understanding of grief communication skills and language that connect and build the relationship with widow clients;
  3. Discover who widows are today and why they need a grief-smart financial advisor;
  4. Identify possible interventions and proactive steps that advisors can take before and after their client experiences grief;
  5. Recognize the benefits of becoming grief literate professionally, personally and culturally.

This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

Your presenter is Kathi Balasek, MA, Retirement Speaker and Grief Literacy Expert

Kathi Balasek, MA


Meet Kathi Balasek, MA,
Retirement Speaker and Grief Literacy Expert

Retirement planning experience

Kathi Balasek, MA, is an Empathy and Grief Communication Corporate Coach and Consultant, University Lecturer, Speaker, Educator and Podcast Host who is on a mission to cultivate a grief literate culture by improving the language of loss with clients. She is currently a lecturer at California State University where she trains future teachers.  

After 20+ years of teaching and coaching, she has found that the art of engaging bereaved clients hinges on financial advisors’ competence and confidence in grief conversations. She knows that connection, empathy and meeting people where they are is what builds relationships. 

Retirement planning thought leadership and expertise

Kathi Balasek, MA is a widow advocate and teaches advisors necessary skills to serve this vulnerable yet growing population in an authentic, yet professional way. 

We will ALL experience grief and loss. Most people were never really taught how to communicate with people going through grief and loss.

This became very evident when she became a young widow raising five children. She had to re-learn how to navigate the world not only for her family but for her future. She learned very quickly that what people do and say will either help or hurt, connect or disconnect.

Invest in Your Retirement Expertise.

1 hr CFP®, CRC®, and other CE Credit Reporting

We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).

We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.

Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.

Retirement CE Sponsor with the CFP Board of Standards

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