Embrace the Human Side of Finance
Break Money Silence to Grow Your BusinessIsn’t it time you mastered the art of engaging diverse clients
in wealth conversations across generations?
Empower Your Clients to Break Their Money Silence
Being an advisor is rewarding, yet challenging work.
It requires emotional intelligence, an understanding of diverse clients’ needs, and an ability to create an inclusive, safe environment. KBK Wealth Connection is dedicated to teaching you about the human side of finance and helping you become the best communicator and financial professional you can be.
Our research shows that advisors who help women and their families talk about money increase client trust, improve client loyalty, and receive more word-of-mouth referrals. Clients want and need financial professionals to help them talk to their partners, aging parents, and children about finances.
Breaking money silence is not only good for your clients—it’s also great for your business.
Start a Wealth Conversation With Your Clients Today!
Receive weekly money talk tips aimed at creatively engaging your clients in wealth conversations. Fifty-two conversation starters at no cost to you.
Hire Kathleen for Your Next Event
Drawing on over two decades of experience in behavioral psychology and finance, Kathleen Burns Kingsbury creates keynotes, workshops, and client events that inspire, educate, and entertain—while providing real-world tips and tools.
Her highly interactive and engaging virtual and live sessions show financial services professionals how to build their book of business, increase client retention, and be more profitable by breaking money silence and communicating more effectively with women, couples, and the next generation.
Kathleen was voted one of the top keynote speakers by InvestmentNews.
What Listeners Are Saying…
Finance with a Refreshing Twist
Every presentation is customized to speak to your audience and align with your conference or event goals. Our goal is to make you shine!
The Power of Your Client’s Money Story
Client psychology is the new frontier in financial planning. Learn a simple technique to uncover money stories and how to use this narrative to foster trust and aid in communication across generations.
Breaking Money Silence® Across Generations
Learn innovative tools and tactics for engaging women and their families in meaningful wealth conversations.
Winning Female Breadwinners’ Business
Unlock the key to working with female breadwinners and their partners, and discover how to capitalize on this overlooked business growth opportunity.
Don’t let financial silence harm you, your clients, or your business. Together we can Break Money Silence for good!
Satisfied Clients Include…
Gain the Competitive Edge through Coaching
With the world rapidly changing, it’s now more vital than ever to understand your clients’ emotions about money and how to incorporate the human side of finance into your practice. Hiring Kathleen gives you a competitive edge and access to her expertise in behavioral finance, business, and money psychology. Whether it’s tapping into the economically powerful women’s market, better serving next-generation clients, or understanding family dynamics around wealth, Kathleen can help.
Kathleen has a master’s degree in psychology, is a certified coach, and is trained in behavioral change and wealth psychology—not to mention she knows what it means to start, grow, and run a business. She has been a successful business owner for over 20 years. Kathleen has educated and coached thousands of financial advisors and bankers in the United States and Canada and believes every coaching relationship should be tailored to meet the client’s needs.
If you want a coach with a proven track record who is dedicated to helping financial professionals, it’s time to hire Kathleen.
“Kathleen helps me to see inside the minds of my valued clients. Through the work we have done together, I have become a better active listener, a confidant, a family advisor, and mediator… and as a result my business has continued to grow by over $40 million in net new assets a year.”
Thought Leadership with a Behavioral Finance Twist
The marketing and educational resources you share with the world reflect on your brand. It is paramount that you continuously offer dynamic, innovative, and actionable content that speaks to the current needs and concerns of advisors and their clients.
Let KBK Wealth Connection help you develop thought leadership articles and creative content to keep your brand fresh and relevant.
Past projects have included:
- Articles and Blog Posts
- Job Aids and Tip Sheets
- Podcast Production and Hosting
- Video Tips and Scripts
- Workshops-in-a-Box
Since 2007, Kathleen has partnered with banks, RIAs, wirehouses, fund companies, custodians, insurance companies, broker dealers, and fintech companies to create content based on her subject matter expertise in women and wealth, couples and money, financial communications, and behavioral finance. Select from a catalog of content to be licensed, or work with our team to create your own resources.
