Connecting with Grieving Clients with Kathi Balasek
Nov 14, 2022•10 min•Season 2022Ep. 30
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Episode description
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
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