by Kathleen Burns Kingsbury | Jul 14, 2025 | Communicating Value, Women and Wealth
Since the publication of my book, How to Give Financial Advice to Women in 2012, I’ve coached and trained advisors on the opportunity to better serve women. Thirteen years later, this Great Wealth Transfer is happening, yet many firms are not adequately positioned to...
by Kathleen Burns Kingsbury | Jun 23, 2025 | Communicating Value, Women and Wealth
When people picture family wealth, they often imagine private jets, sprawling estates, and boardroom-level conversations over generational business empires. But for Kirby Rosplock, founder and CEO of Tamarind Partners, the story is far more personal—and far more...
by Kathleen Burns Kingsbury | Jun 9, 2025 | Communicating Value, Women and Wealth
True value equals the sum of your expertise, superpowers, and the value as perceived by your ideal client. When sharing this formula, I find the trickiest part for trusted advisors is identifying superpowers. Yes, those things that make you uniquely you! To get the...
by Kathleen Burns Kingsbury | May 26, 2025 | Communicating Value, Money Psychology, Podcast Insights
Ashley Quamme didn’t plan on a career in financial services. She began her professional journey as a licensed marriage and family therapist, specializing in couples and family dynamics. For over a decade, she supported clients through emotionally complex experiences,...
by Kathleen Burns Kingsbury | May 12, 2025 | Financial Conversations, Podcast Insights
I recently had the pleasure of joining LilyGrace York on her podcast to dive into the emotional side of money. We talked about how our beliefs about wealth influence financial decisions, why money conversations can feel uncomfortable, and how financial professionals...
