07/10/2023 Grief Literacy for Financial Advisors: Engaging the Bereaved Client – Kathi Balasek – Rebroadcast

“Grief Literacy for Financial Advisors: Engaging the Bereaved Client”
by Kathi Balasek, MA
Webinar – Monday, July 10, 2023, 1 – 2 PM EDT

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 [read more …]