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Connecting with Grieving Clients with Kathi Balasek
On the very first episode of SHIFT Ross Marino talks with Kathi Balasek, Founder of Grief Smart Advisor, about her mission to help financial professionals connect with grieving clients, specifically those going through widowhood. #shifttheconversation
Visit humanfirst.live to learn more about SHIFT
Connect with Kathi:
Twitter
Website
LinkedIn
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.
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By Ross Marino, CFP®, CPFA, CeFT®
5
66 ratings
On the very first episode of SHIFT Ross Marino talks with Kathi Balasek, Founder of Grief Smart Advisor, about her mission to help financial professionals connect with grieving clients, specifically those going through widowhood. #shifttheconversation
Visit humanfirst.live to learn more about SHIFT
Connect with Kathi:
Twitter
Website
LinkedIn
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.