Download Kathi’s guide on What to Say/Not Say to Grieving Clients:
At some point, clients will experience a significant loss of a loved one and, during retirement, there is a high probability that the loved one will be their spouse. When 80% of widows leave their financial advisor within a year of their spouse’s death because they do not feel their advisor has addressed their needs, advisors not only lose two clients, but they also lose the assets they have helped to build and the retention of those assets when they transfer to the next generation.
Join us for a moderated discussion with Kathi Balasek, creator of Grief Literate Professional, a tool to help financial professionals retain, connect and support clients and employees experiencing loss and grief.
During this session you will learn about:
- The importance of building a grief literate culture and ‘brand compassion’.
- How empathetic communication can help advisors retain, attract, and serve grieving clients.
- Additional opportunities for advisors to apply these tools in non-death related loss and grief.