Posts Tagged Kathi Balasek

Grief Literacy for Financial Advisors: Engaging the Bereaved Client

By Kathi Balasek, MA, Grief Communication Consultant for Financial Professionals In short, grief literacy is simply normalizing the conversation surrounding grief and, specifically, our grief responses. As advisors, you are much more comfortable with charts, graphs, and numbers, so that’s very natural, and you’re fluent in that type of conversation. Conversation about grief can be […]

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Posted in: PLAN for Retirement Readiness

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