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...
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...
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...
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...
