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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. It's hard for any of us to know what to say? It is especially important for financial advisors learn how to address this situations because 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.

I invite you to join Kathi Balasek, creator of Grief Literate Professional, to learn how to 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. What to say and, more importantly, what not to say.
  • Additional opportunities for advisors to apply these tools in non-death related loss and grief.

*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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