This episode currently has no reviews.
Submit Review- Publisher |
- Dr. Daniel Crosby
- Media Type |
- audio
- Categories Via RSS |
- Education
- Publication Date |
- Sep 07, 2023
- Episode Duration |
- 00:56:56
Tune in to hear:
- What life journey brought Kathi to a place where she focused on grief professionally?
- Why did Kathi experience guilt and shame around her lack of financial literacy in a moment of crisis?
- People often say very inappropriate things when they are struggling to address the grieving, even if well-intentioned. Why is this the case and what can be done about it?
- Why something as simple as asking a deceased person’s name can be so meaningful to their loved ones.
- What does it mean to be "grief literate?"
- What is it about the unique combination of loss and money that makes us so reticent to talk about it?
- What is "disenfranchised grief" and how can loved ones, advisors or others avoid falling prey to this phenomenon?
- How does Kathi work with advisors who are a bit hesitant to talk about grief and other intimate topics?
- What are some best practices / things to say when talking to someone who is actively grieving?
- How can we strike a good balance between sitting with someone in their grief and offering optimism? Is this hopeful perspective often more hurtful than it is helpful?
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.
Compliance Code: 2174-OAS-8/8/2023
Ad Compliance Code: 2120-OPS-8/2/2023
Connect with Us
Tune in to hear:
- What life journey brought Kathi to a place where she focused on grief professionally?
- Why did Kathi experience guilt and shame around her lack of financial literacy in a moment of crisis?
- People often say very inappropriate things when they are struggling to address the grieving, even if well-intentioned. Why is this the case and what can be done about it?
- Why something as simple as asking a deceased person’s name can be so meaningful to their loved ones.
- What does it mean to be "grief literate?"
- What is it about the unique combination of loss and money that makes us so reticent to talk about it?
- What is "disenfranchised grief" and how can loved ones, advisors or others avoid falling prey to this phenomenon?
- How does Kathi work with advisors who are a bit hesitant to talk about grief and other intimate topics?
- What are some best practices / things to say when talking to someone who is actively grieving?
- How can we strike a good balance between sitting with someone in their grief and offering optimism? Is this hopeful perspective often more hurtful than it is helpful?
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.
Compliance Code: 2174-OAS-8/8/2023
Ad Compliance Code: 2120-OPS-8/2/2023
Connect with Us
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