by Kathleen Burns Kingsbury | Jul 22, 2024 | Podcast Insights
On a recent episode of the Breaking Money Silence Podcast, listeners learned that creating a strategic marketing plan is essential for any business aiming to achieve long-term success. Our guest, Susan Gold, the founding partner of Susan Gold Coaching, shared her 5...
by Kathleen Burns Kingsbury | Jul 8, 2024 | Communicating Value
You may be excellent at negotiating your fees with clients, but struggle to establish and maintain boundaries with them. If this is the case, then this blog is for you. Here are 3 signs that it’s time to set better boundaries at work. Sign #1: You are resentful. If...
by Kathleen Burns Kingsbury | Jun 24, 2024 | Podcast Insights
Wealth management firms continue to struggle to attract and retain female advisors and women continue to be underrepresented in the financial industry. Recently, I had an interesting discussion with Kate Healy of Advocate IQ on my podcast, Breaking Money Silence where...
by Kathleen Burns Kingsbury | Jun 12, 2024 | Communicating Value
Recently I had a conversation with Jessica Willis, Founder and CEO of Pocketnest discussing the importance of including women in financial planning practices, the value of women’s perspectives and experiences in creating comprehensive financial plans and the...
by Kathleen Burns Kingsbury | May 27, 2024 | Podcast Insights
Being a black or brown female advisor in the financial industry comes with its unique set of challenges. From navigating biases to communicating value effectively, there’s a lot to consider. I turned to Lazetta Braxton, a trailblazing advisor and friend, to...
