What to say to Clients who've lost a Loved One 04-24-24
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What to say to Clients who've lost a Loved One
Presented by Kathi Balasek,
In this webinar, Kathi Balasek, creator of Grief Literate Professional, talked about how to retain, connect and support clients and employees experiencing loss and grief. Listeners learned 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 and additional opportunities for advisors to apply these tools in non-death related loss and grief.
Attendees Comments:
A few comments from listeners when they were asked what the learned from the webinar:
Showing empathy and compassion is far greater than sympathy and condolences. I love the idea of "this is your map, I am your guide, let's navigate this together: prioritize and delegate. Great speakers. Thank you for sharing your time.
- Valentina C.
"Ways to brand compassion is something that will be very valuable to our firm who specializes in working with widows.
I appreciated seeing the empathy/emotions wheel as a means to connect in the emotions with clients and help find language for feelings.
The Key Grief Terms to differentiate types of grief - especially the importance of addressing anticipatory grief."
- Heather K.
80% of women that are widow leave their advisors and 1 in 4 will be widows and we must show compassion and empathy and build rapport before the math comes in and they want financial advice
- Ivania M.
I've worked with a lot of client death's during the pandemic and found that you have to give them time to grieve, but our clients relied on us to make them aware of the steps they needed to take in dealing with the required documentations needed on the financial end of death. The time line to follow in processing the change over in control of the assets.
- Rosemary D.
Say their Name - that resonates the most. Asking about their life rather than their death.
- Richard A.
Showing empathy and compassion is far greater than sympathy and condolences. I love the idea of "this is your map, I am your guide, let's navigate this together: prioritize and delegate. Great speakers. Thank you for sharing your time.
- Valentina C.
"Ways to brand compassion is something that will be very valuable to our firm who specializes in working with widows.
I appreciated seeing the empathy/emotions wheel as a means to connect in the emotions with clients and help find language for feelings.
The Key Grief Terms to differentiate types of grief - especially the importance of addressing anticipatory grief."
- Heather K.
80% of women that are widow leave their advisors and 1 in 4 will be widows and we must show compassion and empathy and build rapport before the math comes in and they want financial advice
- Ivania M.
I've worked with a lot of client death's during the pandemic and found that you have to give them time to grieve, but our clients relied on us to make them aware of the steps they needed to take in dealing with the required documentations needed on the financial end of death. The time line to follow in processing the change over in control of the assets.
- Rosemary D.
Say their Name - that resonates the most. Asking about their life rather than their death.
- Richard A.
Showing empathy and compassion is far greater than sympathy and condolences. I love the idea of "this is your map, I am your guide, let's navigate this together: prioritize and delegate. Great speakers. Thank you for sharing your time.
- Valentina C.
"Ways to brand compassion is something that will be very valuable to our firm who specializes in working with widows.
I appreciated seeing the empathy/emotions wheel as a means to connect in the emotions with clients and help find language for feelings.
The Key Grief Terms to differentiate types of grief - especially the importance of addressing anticipatory grief."
- Heather K.
80% of women that are widow leave their advisors and 1 in 4 will be widows and we must show compassion and empathy and build rapport before the math comes in and they want financial advice
- Ivania M.
I've worked with a lot of client death's during the pandemic and found that you have to give them time to grieve, but our clients relied on us to make them aware of the steps they needed to take in dealing with the required documentations needed on the financial end of death. The time line to follow in processing the change over in control of the assets.
- Rosemary D.
Say their Name - that resonates the most. Asking about their life rather than their death.
- Richard A.