Kathleen Burns Kingsbury
MA
VT, USKathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection, and the author of several books including How to Give Financial Advice to Women: Attracting and Retaining High-Net-Worth Female Clients and How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs both published by McGraw-Hill. Her company's mission is to teach financial services professionals including bankers, CPAs, and financial advisors how to connect, communicate, and collaborate more effectively with their clients to increase client retention and improve profitability.
Kathleen is a sought-after keynote speaker in the financial industry and has presented at many conferences, including the American Banker's Association Wealth Management Conference, Barron's Top 100 Women Advisor Summit, Barron's Team Conference, IMCA's National Conference, Morgan Stanley's Women's Leadership Summit and The Million Dollar Roundtable. During 2014, she was handpicked to serve on the CNBC Digital Financial Council and was a contributing author.
As an expert on financial psychology, Kathleen has been quoted in publications, including The New York Times, The Wall Street Journal, MSNBC's Today Money, Morningstar, Reuters Wealth and Financial Planning Magazine. Her articles have appeared in American Banker, Extraordinary Banker, Financial Advisor Magazine, Investment News, Investment and Wealth Monitor, Money and REP Magazine. In addition, Kathleen's firm has been engaged by financial firms including Janus Investments, Pioneer Investments, TD Ameritrade Institutional, and State Street Global Advisors, as a subject matter expert, consultant, and trainer.
Kathleen's unique blend of financial know-how and keen understanding of human behavior has led her to become a thought-leader in the industry. She is an adjunct professor at Bentley University's McCallum Graduate School of Business where she teaches the psychology of financial planning, serves as a faculty member of IMCA's CPWA program, has a master's degree in counseling and an undergraduate degree in finance.
Kathleen is a member of the National Speakers Association, the Financial Therapy Association, the Purposeful Planning Institute, Ellevate, and the Association of University Women.
When she is not working, Kathleen is an avid alpine skier who lives for the next powder day. In the off-season, she enjoys road and mountain biking, kayaking, and sailing.
Kathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection, and the author of several books including How to Give Financial Advice to Women: Attracting and Retaining High-Net-Worth Female Clients and How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs both published by McGraw-Hill. Her company's mission is to teach financial services professionals including bankers, CPAs, and financial advisors how to connect, communicate, and collaborate more effectively with their clients to increase client retention and improve profitability.
Kathleen is a sought-after keynote speaker in the financial industry and has presented at many conferences, including the American Banker's Association Wealth Management Conference, Barron's Top 100 Women Advisor Summit, Barron's Team Conference, IMCA's National Conference, Morgan Stanley's Women's Leadership Summit and The Million Dollar Roundtable. During 2014, she was handpicked to serve on the CNBC Digital Financial Council and was a contributing author.
As an expert on financial psychology, Kathleen has been quoted in publications, including The New York Times, The Wall Street Journal, MSNBC's Today Money, Morningstar, Reuters Wealth and Financial Planning Magazine. Her articles have appeared in American Banker, Extraordinary Banker, Financial Advisor Magazine, Investment News, Investment and Wealth Monitor, Money and REP Magazine. In addition, Kathleen's firm has been engaged by financial firms including Janus Investments, Pioneer Investments, TD Ameritrade Institutional, and State Street Global Advisors, as a subject matter expert, consultant, and trainer.
Kathleen's unique blend of financial know-how and keen understanding of human behavior has led her to become a thought-leader in the industry. She is an adjunct professor at Bentley University's McCallum Graduate School of Business where she teaches the psychology of financial planning, serves as a faculty member of IMCA's CPWA program, has a master's degree in counseling and an undergraduate degree in finance.
Kathleen is a member of the National Speakers Association, the Financial Therapy Association, the Purposeful Planning Institute, Ellevate, and the Association of University Women.
When she is not working, Kathleen is an avid alpine skier who lives for the next powder day. In the off-season, she enjoys road and mountain biking, kayaking, and sailing.
Don't Get Stuck in the Middle: Essential Skills for Advising Couples
Advising couples requires financial advisors to perform a delicate balancing act. The successful advisor creates a trusting relationship with both members of the partnership, while meeting the joint needs of the couple.
This keynote program provides an overview of couples' dynamics commonly seen in the advising office, strategies for coaching couples on resolving and accepting differences, and tips and tools for engaging female clients in the planning and investing process.
What Women Want From Financial Advisors
During the next several decades, women will inherit approximately $28.7 trillion in assets and need good financial guidance to manage their increasing wealth. The problem is most women don't trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can't effectively communicate and establish a trusting relationship with her from the start.
Attend and discover the 5 mistakes advisors make when prospecting affluent women and how...
The Female Advisor Famine and What You Can Do About It
For over a decade the financial services industry has given lip service to recruiting and retaining more women advisors. The results of these efforts have been lackluster, with the percentage of female advisors remaining steady at around 20%. In this interactive and thought-provoking session, participants engage in a facilitated discussion about the need for gender equality in the workplace, the challenges in recruiting and retaining women advisors in this male-dominated industry, and...
Modern Couples, Conflict and You
Fifty percent of marriages end in divorce and conflict about money is often cited as the reason for the split. In this interactive session, discover why modern couples need couple-friendly advisors more than ever and how you can set the stage early on in each couple-client relationship to retain some or all of the assets if a couple decides to call it quits.
Participants walk away with:
- actics for establishing a good working relationship with each partner
- An...
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