#172 - Grieving Clients And How Financial Advisors Can Help

Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Wicked Pissah Podcast « »
#172 - Grieving Clients and how Financial Advisors can help - Kathi Balasek

12M ago 55:45

MP3•Episode home

As part of this journey we call life, all of us will experience and grieve a loss or know someone who has. What do you say? How do you say it? Acknolwedging the loss and grief of another person can be uncomfortable and awkward, but it doesn’t have to be. Kathi Balasek is on a mission to help financial advisors relate to a person who is a grieving. As an educator and grief literacy communication coach, Kathi works with advisors to help them understand language around grief, how to better communicate with empathy, and how to create a safe space and better connect with those who are grieving. This episode may help you be a better advisor, but it likely will help you be a better human, too.

For more information about Kathi:

https://www.kathibalasek.com/

The Well Widow Podcast: https://www.kathibalasek.com/podcast

https://www.linkedin.com/in/kathibalasek/

150 episodes

#MBA #Trading #Business #Financialplanningassociation #Fpama #Financial Planning Association Of New England #FPA NE #Financialadvisor #Investmentadvisor