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#172 - Grieving Clients and how Financial Advisors can help - Kathi Balasek

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Manage episode 378651821 series 2878077
Contenuto fornito da Financial Planning Association of New England and FPA NE. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Financial Planning Association of New England and FPA NE o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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/

  continue reading

150 episodi

Artwork
iconCondividi
 
Manage episode 378651821 series 2878077
Contenuto fornito da Financial Planning Association of New England and FPA NE. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Financial Planning Association of New England and FPA NE o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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/

  continue reading

150 episodi

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