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Communicate Your Value as an Independent Advisor

Communicate Your Value as an Independent Advisor

by Kathleen Burns Kingsbury | Apr 22, 2024 | Communicating Value, Podcast Insights, Women and Wealth

Cameo Roberson, founder of Atlas Park Consulting was a recent guest on the Breaking Money Silence® Podcast. In our time together, we discussed common roadblocks women face in this industry and the unique challenges advisors of color often have to overcome. Besides...
5 Steps to Unleashing Your True Value

5 Steps to Unleashing Your True Value

by Kathleen Burns Kingsbury | Apr 15, 2024 | Communicating Value, Women and Wealth

Your value as an advisor is more than money. It’s the sum of who you are and the unique expertise and perspective you bring to your clients. Many women professionals are reluctant to clearly communicate their value to others for fear of looking salesy or greedy. But...
5 Tips to Navigate Your Advisor Career Confidently

5 Tips to Navigate Your Advisor Career Confidently

by Kathleen Burns Kingsbury | Apr 1, 2024 | Communicating Value, Podcast Insights, Women and Wealth

Drawing inspiration from Kathleen Godfrey’s insights on the “Breaking Money Silence” podcast, this blog aims to empower you with practical advice to navigate your career confidently. Know Your Worth and Advocate for It Embrace the fact that your...
She Knows Her Value

She Knows Her Value

by Kathleen Burns Kingsbury | Mar 18, 2024 | Communicating Value, Podcast Insights

Ellen Rogin, a CPA, CFP®, money expert, New York Times best-selling author, and seasoned financial advisor with over 25 years of experience, offers a wealth of knowledge and a unique perspective on thriving in the predominantly male financial services industry. ...
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