#91 Kathi Balasek
Ensombl Advice South Africa

#91 Kathi Balasek

2023-06-14
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/Kathi Balasek Website: https://www.kathibalasek.com/ 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...
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