Kathi Balasek @kathi_balasek
Speaker/Consultant/Asst. Prof. Empathy & Grief Informed Professional! I teach grief literacy communication to people. FIND me on LinkedIn Kathi Balasek kathibalasek.com Chico, CA Joined December 2019-
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“What is play for you, that is work for everyone else?” -Naval Ravikant Tell me👇
Grateful to author a chapter in this book. 🛝play it forward and help us get to the best seller today- 99cents Please share, purchase or send good vibes! amazon.com/dp/B0CLSWCM5L?…
💥Collaborative book launching tomorrow! A collection of stories from 15 courageous women to inspire you to pursue your limitless potential💥 We poured our hearts into this book and can’t wait to share it with you. I’ll send you the details tomorrow. So grateful to you all💛
Widow clients? Everyone is giving them well meaning yet disjointed advice. 💥Empower and equip them with scripts to help them navigate and stay the course with you as their thinking partner. #fintech #financialadvisor #wealthtransfer #legacy
When your son becomes a pilot like his late father. He was 4 when Jon died but his memory and legacy lives. #griefliteracy
THE Conversation "I want this when I die" "this is where everything is & how to access it" Goal: Your family has zero doubt what you want. Sometimes conversations with clients don't happen because we are avoiding them ourselves. Start now. Hard but Loving! #griefliteracy
Grieving clients? When their loss affects you at the core, how do you show up for them? It could be YOUR Dad, Your spouse, Your child. It's ok to be vulnerable and honest. Is vulnerability a professional characteristic? #griefliteracy #financialadvisor #fintech #finserv
One More Day 🔹Watch a sunrise 🔹Walk with my sweetie 🔹Tell my kids I love them and how proud I am of them What would you do?
The leadership of @orionwealthtech and insight of @danielcrosby made for an epic conversation! Loved our chat on the podcast!! Sending joy and success!
The leadership of @orionwealthtech and insight of @danielcrosby made for an epic conversation! Loved our chat on the podcast!! Sending joy and success!
Compassion in the workplace! Thank you for our chat on your podcast😎🙏💛
Someone said your name in an admirable statement….. it feels good🎵 That’s how grievers feel when you say the name of their person. Clients and team need this from you. #financialadvisor #finserv #leadership
TGIF - Go Play! “The opposite of play is not work, it’s depression” -Stuart Brown, play researcher 🧘♀️🏀🤪🎵🦮🛝🪁
"You are not here to start the race, you are here to run alongside others to help them thrive toward the finish line." 〰️ Kathi Balasek Be there for people in life's difficult losses and transitions. This is why you are here. #griefliteracy #retirement #finserv
Hard to show empathy, when you haven't shown compassion for yourself. - accept 100% of your unique self - forgive yourself - forgive others - gratitude for the body/mind/soul you have Everyday is a do-over! Be kind to yourself FIRST! #empathy #griefliteracy
Grief responses that don't land. "It's God's plan " (Is it?) "Count your blessings" (I'm not ready to) "They are in a better place" (where?) Reminder: people who grieve often question their faith and aren't ready to find the silver linings. #griefliteracy
"When you cease to be better, you cease to be good." - George Knox It is scary to LEARN grief literacy & empathy skills. You don't want to face these difficult scenarios in your life, let alone with your clients. But what a difference you will make in YOUR life and theirs!
Grieving Clients need your communication skills! "Simplify before you can amplify." #finserv #fintech #financialadvisor #griefliteracy
Grieving Clients; 5 Strategies to Start the Conversation. p.s. works with friends, family, and employees too! Win Win WIN! Let's create a grief literate world🌏 where people who experience loss feel acknowledged, valued and less ALONE! #Griefliteracy #finserv #wealthtransfer
Matthew Perry- Thank you for making the world a happier place. Honoring your gifts to the world. Sending care to all who know you💛💛🙏
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️Sheryl Hickerson 🙋.. @BionicSocialite
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5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 DadLaura J. LaTourette, .. @LauraLaTourette
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54K Followers 712 Following Pay attention to money and your relationship with it will change.Brendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of adviceElena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutsideSonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/HerCourtney Ranstrom @courtranstrom
4K Followers 4K Following Courtney Ranstrom, MBA, CFP®, Co-Founder, Trailhead Planners, LLC Tweets aren't investment advice. https://t.co/w9IrLTtSZEDanika Waddell, CFP®.. @danikaw
3K Followers 2K Following Founder of Xena Financial Planning, guiding women in tech. Investopedia Top 100. Mom of 2, trail runner, cross-country skier, adventurer. Not advice. She/her.〽️Melissa Joy, CF.. @MelissaJoyCFP
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979 Followers 659 Following Founder and Financial Planner, Ruby Pebble Financial Planning LLC. Former software engineer. Tweets are not advice. 🇨🇦 🥌 📚🍝🍫🗺🏔ROBERT SOFIA @robertsofia
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194 Followers 4K Following I'm new to Twitter accounts so I tried the messaging feature and it's great to meet you.Kendra Wright @kendrarockslife
1K Followers 945 Following 💻 Owner of marketing agency in finance @rebel_agency 🎤 TEDx Speaker 🤩 Experience collector 🚐 RV’d 48 states 👊🏻 850+ comfort zone challenges #YearOfFearLeshouez @leshouez60494
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59 Followers 1K Following Love the Peopel who loves you and be real to them. Christ in me the hope of glory🙏Grateful Lord how far you've brought me🙏Frank Williams @FrankWi80771481
177 Followers 2K Following Am here seeking for serious relationships with a serious woman I don’t need fake people for my page .don’t ask for money 💵 or gift card you will get blockedzkdope @zkdope
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250 Followers 322 Following Former caregiver, current grieving daughter. This account is devoted to #caregiving, #caregivers and #Grief. Views are my own.JFCP @JFCPfinance
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332 Followers 5K Following See the world on the road, and get to know yourself on the way!Jeffrey Brooks @JeffreyBro20123
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253 Followers 2K Following I think with both sides of my brain...Logical decisions are usually best, but emotions always win.S S @gambitsms
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136 Followers 486 Following CFP® professional at a large, fee-only wealth management firm. A balanced mix of investment thoughts and memes. I help people feel better about their money.John Smith❤️👨�.. @smith_john50062
10 Followers 75 Following Be greatful for your struggles, they made you the person you are today ❤️👨🏼✈️Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️Sheryl Hickerson 🙋.. @BionicSocialite
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86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blogLarry Sprung, CFP® @Lawrence_Sprung
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3K Followers 2K Following CEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrgElliott Appel @ElliottMAppel
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8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-AmericanThomas Kopelman 💵 @TKopelman
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54K Followers 712 Following Pay attention to money and your relationship with it will change.Brendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of adviceElena Krasnow @elenaspeaking
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9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/HerCourtney Ranstrom @courtranstrom
4K Followers 4K Following Courtney Ranstrom, MBA, CFP®, Co-Founder, Trailhead Planners, LLC Tweets aren't investment advice. https://t.co/w9IrLTtSZEDanika Waddell, CFP®.. @danikaw
3K Followers 2K Following Founder of Xena Financial Planning, guiding women in tech. Investopedia Top 100. Mom of 2, trail runner, cross-country skier, adventurer. Not advice. She/her.〽️Melissa Joy, CF.. @MelissaJoyCFP
3K Followers 2K Following Mom. Wife. Financial Planner. Founder of Pearl Planning. #NoGritNoPearl #GoBlue ⚽️🏉📚Ryan Furlong, CFP® @RyanFurlongCFP
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2K Followers 5K Following Healthcare Executive | Care Economy | Health Equity | Women Leadership | Former Caregiver, Current Griever | 2nd Gen South Asian Immigrant | Opinions mineDan Bolton @Daniel_Bolton
2K Followers 1K Following Trying to make the world a better place | Married to the incredible @PBolton_ | VP, Corporate Marketing at @NitrogenWealthOnyx Advisor Network @OnyxAdvisors
985 Followers 330 Following ONYX was created to support underrepresented financial advisors in starting and scaling their ideal businesses. Join our newsletter here: https://t.co/EvgYP6FRzkSam Parr @thesamparr
281K Followers 497 Following Owned The Hustle https://t.co/cUOYQasCri. Acquired by @HubSpot. Tweet weekly about cool business ideas. My First Million podcast. @hamptonfoundersNikki Dunn, CFP® @SheTalksFinance
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831 Followers 462 Following Director of Training for Redtail Technology. Traveler. Speaker. Joker. Lover of movies. Master of GIFs. @ThePopcornDiet co-host. All thoughts are my own.Tolerisk @Tolerisk
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3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board MemberThe Leukemia & Lympho.. @LLSusa
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30 Followers 50 Following Abacus Planning Group is a fee-only financial planning and investment advisory firm located in Columbia, South Carolina. #financialadvisor #money #financeAmy Goyer @AmyGoyer
10K Followers 4K Following Speaker, writer, consultant. Author “Juggling Life, Work & Caregiving”, @AARP's Family & #Caregiving Expert. 35+ yrs exp in aging field; caregiver for many ❤️Sophia Bera Daigle, C.. @sophiabera
10K Followers 3K Following Founder of Gen Y Planning. Entrepreneur. Wife & Mama. Theatre kid at heart. Lover of breakfast tacos and karaoke.Brittney Castro, CFP�.. @Brittneycastro
12K Followers 1K Following CFP®,CRPC ®,AAMS ® 🤓Insurance Broker 💰Certified Financial Planner 🎤Speaker, Brand Partner 💫Cherish the moments 💃🏽Dancer ✨Meditation 🇲🇽🇺🇸 Links👇🏼Open Thanatology @OpenThanatology
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48K Followers 2K Following Author of #1 Bestselling Book: ‘Never Split The Difference.’ Former Lead FBI Hostage Negotiator. @Masterclass Instructor.FinServ Foundation @FinServOrg
315 Followers 224 Following A foundation committed to empowering, developing, and creating access and opportunity for the next generation of financial service professionals.Erin Wood @ErinWood402
930 Followers 555 Following Mother to two👨👩👧👦 Wife to one. SVP - Financial Planning. CFP. RV Traveler🚐Amateur Meditator🧘🏻♀️Foodie 🍽 Believer in all things possible.Jess Birken 🐌 @JessBirken
3K Followers 2K Following Tech savvy lawyer | Speaker | My practice: I empower nonprofits to deliver their missions by doing things right | Podcast 🎧 https://t.co/SfOz9ZSfkDAlexandra Zendrian @azendrian
1K Followers 3K Following Editor-in-Chief, Hospitality News. PR and writing hands to several. Comments my own; RTs not endorsements.Kasey Jones 🏔 @ABetterJones
18K Followers 747 Following I help CEOs build their online authority and accelerate revenue growth | Mix of Jocko Willink & Mr. Rogers | 10+ Years Growth Strategist | Resilient AFZanade | Trust Yourse.. @zanade
6K Followers 3K Following Entrepreneur Magazine’s Top 100 Women of Impact | Zanade Enterprises: Marketing & Public Relations | Health and Wellness Enthusiast$TVIX Hedged Fun @serlindsipity
4K Followers 2K Following In a closed society where everybody's guilty, the only crime is getting caught. In a world of thieves, the only final sin is stupidity.I AM @TremaineWills
2K Followers 2K Following 🏆Award Winning Financial Planner | Helping 1,000,000 families become millionaires. Tap the link to start your journey.@elenaspeaking @Beth_Rubinoff @ShannonRosic @LizFritz319 @LizSimmie @kathi_balasek @PaulaHarris @camp_wealth @RamonaCFP @ThrivosLLC @TremaineWills @wifemomcpa100 @BionicSocialite @a_shternfeld @godesteHQ @JacquiChilds @jasminecrowe @Jacquelineplans @LisaAsherF2 ❤️ I love to see women in our industry thriving
Today, 29,000 Cal State professors, lecturers, coaches, librarians, and counselors walked out on strike. For years these workers have been denied job stability and fair pay – I stand in solidarity with @CFA_United’s demands for a fair contract now!
Heading towards 1,500 followers, which is sort of cool for an introvert that barely made it out of high school. I'd be there, I bet, if I didn't relentlessly block the bots... Was about 500 last October...
Big Thank You to everyone who has supported me & Pearl Institute during our 1st year. I am deeply grateful. It has been super rewarding working everyday & doing something I love to help people make positive changes to the one life we ever get. Crazy excited about 2024!!
The Laws of Wealth by @danielcrosby is now available in Japanese! 🥳 The edition published by Tokuma Shoten is available to buy here 👇 rebrand.ly/yi3ryv3
@VShabo @PaurviBhatt @Daniellemiula @MariaJLeahy1 @MoranKevn @JamLClark @ElliottMAppel @JLWCPA2 @kathi_balasek @bamconsults @AishaAdkins @MeasureTwiceMNY @michaelreynolds @DanielYerger3 @JessicaGoedtel @Rongura @RichardLui @CathyWurzer @RoopaDhatt @JenOlsen_DrPH @jason_r_DC @aijenpoo @celinegounder @JulieKashen @dhuckelbridge @FGossGraves @mboteach @juliacraven @BrigidSchulte @therebeccasun @Beckgale @maikamoulite @LinkenhokerH Back at you @VShabo! Always grateful for your insights & impressed the work you do!
We can't know with certainty whether we are making the best choice now going forward. It is almost as if there is a curtain covering up the outcomes. We can never fully know what the future holds. But, we can get more comfortable with uncertainty.
When it comes to finances - math treats the symptom not the problem Behavioral change is the solution
Free basketball
@BionicSocialite @Advisor2x When I think of "community" you are one of the first names that pops into my head!
I am very excited to attend the @Advisor2x SHIFT Conference in 2024 and run a workshop on a topic I am so passionate about - community. Join me on March 24th at 8:30am to learn all the ways you can build community around your business needs with support and connection that is…
This is a great weekend to get away from the screens & enjoy time with your people. Life is short so have a little fun. Here's some steak & eggs ...
If you want to be more successful, get used to being more uncomfortable. Growth is messy (but so worth it) #truthbomb 💣
A key indicator that you’re on the right path? Discomfort It’s often a sign that you’re pushing yourself to grow and change in positive ways. Challenging yourself to do what scares you is where real growth happens. Courage is being scared, but doing it anyway.
"#Kindness is like snow - it beautifies everything it covers" - ❤️ - Kahlil Gibran (Mother Nature fun surprise on 12/7/17 in San Antonio)
My client just thanked me for having compassion for her and her situation and if that isn't my win of the day, I don't know what is. 🙏
@kathi_balasek @ChrisPalmerMD Good morning KB! Super high value.