Transform Your Approach to Supporting Grieving Clients
Brand compassion, solidify trust and increase likability
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Are You Equipped to Support Grieving Clients?
~ Wanting to show up, but unsure how.
~ Risk losing clients to competitors.
~ Worrying about saying the wrong thing.
~ Missing critical moments of connection.
Become a Grief-Informed Leader!
~ Gain essential skills in grief literacy.
~ Refine your empathy. Strengthen your impact.
~ Foster deeper connections with your clients.
~ Be the leader others turn to - especially in hard moments.
READY TO LEAD WITH EMPHATHY?
LET'S START HERE 👇
Speaking
Need a Speaker for Your Next Industry Event?
Schedule a call to explore how my keynote or training can deliver meaningful, actionable content for your audience—especially on grief literacy, empathy, and communication in high-stakes moments.
Coaching
Is your leadership and your firm Grief-Ready?
Schedule a discovery call to explore how coaching can help you lead with empathy, support clients through loss, and strengthen your firm's reputation for trust and compassion.
Training
Need Training That Moves the Needle for Your Team?
Schedule a call to explore custom workshops that elevate communication, strengthen empathy, and build grief literacy skills. Navigate sensitive client conversations with confidence.
Who am I?
Your Partner in Communicating
I train financial service professionals and industries in grief literacy and empathy communication to retain, attract and serve grieving clients. I am a coach, consultant, speaker, university lecturer and widow advocate. I teach leaders and their team how to improve their grief literacy communication skills to best serve clients experiencing ALL types of loss.
Widowhood is financial! Experiencing the loss of my husband first hand, I learned that the relationship between financial professionals and bereaved clients is pivotal. Combining 25 years of teaching, coaching and personal experience, I created Grief Literate Professional as a tool to help professionals retain, connect and support clients and employees experiencing loss and grief.
We will ALL experience grief and loss. Grief-informed leadership and communication are critical now! Brand compassion, attract and retain clients & employees to build a reputation as a grief inclusive company.
More About Me>
ONLINE COURSES
WORK WITH ME
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Grief Literate Leader; Powered by Empathy
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I'M READY!
"Kathi Balasek is hands down the best at helping advisors work with clients experiencing grief. Her knowledge, ability to teach, and deep care for women experiencing grief is evident after your first interaction with her. Her class is not just theory but is full of real world tips and advice that I found useful and now use almost daily. I would recommend her class to anyone. She is AWESOME and I am fortunate to have taken her class."
~ Tim Hudson
CFP, Partner at Voyage Financial Partners
~ Stacy Francis
CFP, CDFA, CES; Owner and CEO Francis Financial
"Kathi did a fantastic training for our team of financial advisors on working with clients who are going through grief. We work mainly with widows and women going through divorce, so this was really apropos for us! Kathi was the best presenter I have ever heard on this subject, and she helped us to understand what these clients need and what they don’t need, how to effectively communicate with them in a compassionate and empathetic way, and why all of that is important for us in this industry. Kathi’s talk was highly informative, clarifying, and empowering!"
"After almost 30 years in financial services working with advisors focused on retirement income planning, I have seen that the most successful advisors are those that build strong client relationships. There is no one better to help advisors develop these skills than Kathi Balasek. Her personal experience of losing her husband and working with her advisor through this difficult period gives her a unique perspective, and her expertise as a professional educator and speaker gives her the ability to communicate these complex issues with a level of clarity and compassion that is rarely found in this industry."
~ Sheryl O'Connor
CEO & Founder, IncomeConductor
Download my Free Guide
10 Grief Literacy Skills Every Professional Needs
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