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Kathi is the Founder of Grief Smart Advisor. She and Louis discuss becoming grief literate to empower planners to start productive yet empathetic conversations, and the bests ways to connect with a grieving client.
Kathi Balasek LinkedIn: https://www.linkedin.com/in/kathibalasek/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/cd2xqc
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/ufnocc
Join the Ensombl platform:
General Disclaimer – https://www.ensombl.com/disclaimer/
By Ensombl5
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Kathi is the Founder of Grief Smart Advisor. She and Louis discuss becoming grief literate to empower planners to start productive yet empathetic conversations, and the bests ways to connect with a grieving client.
Kathi Balasek LinkedIn: https://www.linkedin.com/in/kathibalasek/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://www2.xyadviser.com/cd2xqc
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://www2.xyadviser.com/ufnocc
Join the Ensombl platform:
General Disclaimer – https://www.ensombl.com/disclaimer/