Live Webinar - Thursday, July 10 from 2:00 - 3:00 p.m. ET
The Grief-ready Advisor: Building Trust and Loyalty with Your Clients Before, During, and After Loss (1 CFP® CE Credit)
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.
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.
About eMoney
