by Kathleen Burns Kingsbury | May 11, 2026 | Communicating Value, Financial Conversations
What myths do you hold about addressing the human side of finance with your prospects and clients? In my April keynote at the Osaic NXT Conference in Boston, I highlighted three problematic advisor mindsets. If you buy into any of these, you’re taking a real risk....
by Kathleen Burns Kingsbury | Apr 13, 2026 | Communicating Value, Financial Conversations
The financial services industry (and it seems the entire business world) is hyper-focused on artificial intelligence (AI). Many professionals worry they will be replaced. But as McKinsey noted in a recent report, “Technology will empower advisors to feel and act more...
by Kathleen Burns Kingsbury | Mar 9, 2026 | Financial Conversations, Podcast Insights
The financial services industry is evolving and these three women professionals are on the cutting edge of change. I have had the opportunity to interview each on my podcast, and believe their innovation, creativity, and a deep commitment to doing things differently...
by Kathleen Burns Kingsbury | Feb 9, 2026 | Financial Conversations, Women and Wealth
As a financial advisor, you know that every couple brings a story about money into your office, often an unspoken one. So, let’s imagine a familiar fairy tale. What really happened to Cinderella after she married Prince Charming? Did they live happily ever after? Or...
by Kathleen Burns Kingsbury | Jan 12, 2026 | Financial Conversations, Podcast Insights
In this episode of The Unique CPA, I join Randy Crabtree for an honest conversation about the often-unseen forces that shape how professionals understand, communicate, and price their value. We explore how cultural expectations, personal history, and money beliefs...
