Webinar:

Grief Literacy with Kathi Balasek

January 31, 2024, 1:30 pm EST

How to Solidify Trust with Clients Through Grief Literacy for Advisors:

Have you ever struggled with what to say to a client after they faced a loss? Or have you caught yourself with your foot in your mouth after saying the wrong thing? This is the webinar for you!

Learn what to say and not say when connecting with grieving clients. With Baby Boomers aging, Sandwich Generation as caregivers and the average age of widowhood at 59, grief literacy is needed, now more than ever. Master communication styles that retain, attract, and serve the most significant wealth transfer client in history – The Surviving Spouse.

Discover proactive strategies you can take before, during, and after clients experience grief and/or widowhood. When you can bridge the conversational gap between grief and money, you will have loyalty and referrals for a lifetime.

Meet the Speakers

Matt Morris

CEO