On Demand

The Grief-ready Advisor: Building Trust and Loyalty with Your Clients Before, During, and After Loss

In this session, you will enhance your communication skills, empowering you to engage clients compassionately and confidently during their most vulnerable moments.

We will focus on:

Engaging widows and suddenly single women, fostering trust and understanding
Discovering strategies to build meaningful relationships with women, encouraging their active engagement in financial conversations early and often—so they feel supported and valued before, during, and after a loss
Gaining a comprehensive understanding of grief terms to navigate sensitive conversations, positioning you as the trusted advisor
Exploring ways to integrate compassion into your brand’s core

Learn all this and more, setting your practice apart, establishing yourself as a grief-informed advisor, and becoming the go-to professional for clients during life’s toughest transitions.

*CFP Credits not applicable for viewing the recording

Speakers

Arleny Abad

Senior Financial Planning Education Consultant

eMoney

Kathi Balasek

Founder of Grief Smart Professional | Speaker | Executive Coach for Financial Professionals |

Grief Literacy & Client Communication Expert

In this session, you will enhance your communication skills, empowering you to engage clients compassionately and confidently during their most vulnerable moments.

We will focus on:

Engaging widows and suddenly single women, fostering trust and understanding
Discovering strategies to build meaningful relationships with women, encouraging their active engagement in financial conversations early and often—so they feel supported and valued before, during, and after a loss
Gaining a comprehensive understanding of grief terms to navigate sensitive conversations, positioning you as the trusted advisor
Exploring ways to integrate compassion into your brand’s core

Learn all this and more, setting your practice apart, establishing yourself as a grief-informed advisor, and becoming the go-to professional for clients during life’s toughest transitions.

*CFP Credits not applicable for viewing the recording

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About eMoney

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6.3 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.