Connecting with Grieving Clients with Kathi Balasek

SHIFT with Ross Marino
14/11/2022 10 min Temporada 2022 Episodio 30
Connecting with Grieving Clients with Kathi Balasek

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Episode Synopsis

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. #shifttheconversationVisit humanfirst.live to learn more about SHIFTConnect with Kathi:TwitterWebsiteLinkedInConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

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