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The Real Reason Advisors Fail to Plan for Their Succession

The Real Reason Advisors Fail to Plan for Their Succession

by Kathleen Burns Kingsbury | Sep 7, 2026 | Communicating Value, Financial Conversations

Advisors are experts at planning everyone else’s retirement, but rarely their own. The result is a succession crisis across the financial services industry. Just look at these startling statistics from Kestra Financial and Bluespring Wealth Partners’ 2025...
No Country for Moms

No Country for Moms

by Kathleen Burns Kingsbury | Aug 10, 2026 | Communicating Value, Financial Conversations

As I sat in the dimly lit room, surrounded by women who have been deeply affected by the bias against mothers, my frustration grew. We live in a culture where motherhood is weaponized and has been for decades. Whether you identify with the “girl boss”...
KBK’s Summer Reading List

KBK’s Summer Reading List

by Kathleen Burns Kingsbury | Jul 13, 2026 | Communicating Value, Financial Conversations

Summer is my favorite time to catch up on books — business reads, beach reads, and everything in between. I love supporting authors because I know firsthand how much work goes into publishing a book. So this summer, I’m sharing four titles I recently discovered...
Want to Achieve Your Goals? Tap Into the Power of Community

Want to Achieve Your Goals? Tap Into the Power of Community

by Kathleen Burns Kingsbury | Jul 6, 2026 | Communicating Value, Financial Conversations

I looked up at the trail in front of me. Called “Coronary,” it’s a steep uphill climb that I usually avoid on my mountain bike. But not this year. Despite my tired legs, my goal was to reach the top; a feat I had never seriously set my sights on...
Stop Playing Small: A Call to Keep Marching

Stop Playing Small: A Call to Keep Marching

by Kathleen Burns Kingsbury | Jun 8, 2026 | Communicating Value, Financial Conversations

Over the weekend, I watched the Tony-winning musical, Suffs, written by Shaina Taub on PBS Great Performances. It follows the final seven-year push for women’s suffrage leading to the ratification of the 19th Amendment in 1920. During the final song, I found...
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  • The Real Reason Advisors Fail to Plan for Their Succession
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  • Stop Playing Small: A Call to Keep Marching
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