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5 Strategies for Building Advisory Teams Women Clients Trust

5 Strategies for Building Advisory Teams Women Clients Trust

by Kathleen Burns Kingsbury | Oct 6, 2025 | Communicating Value, Financial Conversations, Women and Wealth

On September 25, 2025, I hosted a free webinar, The New Face of Wealth: Building Advisory Teams that Women Clients Trust. At this virtual event, I discussed the rise of women’s economic power as inheritors, wealth creators, and breadwinners and the desire of many...
How to ask for what you want and get it

How to ask for what you want and get it

by Kathleen Burns Kingsbury | Jul 29, 2025 | Communicating Value, Women and Wealth

How do you unleash your true value?  It’s such a great question and one Kathleen Kingsbury and I explored in our time together on her Unleash Your True Value® Podcast.  Step one is knowing your true value.  But then what?  I believe step two is asking for what you...
The 700 Billion Dollar Opportunity: Better Serving Women

The 700 Billion Dollar Opportunity: Better Serving Women

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...
The Real Challenges of Family Wealth Management — Through Kirby Rosplock’s Eyes

The Real Challenges of Family Wealth Management — Through Kirby Rosplock’s Eyes

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...
Let’s Talk Superpowers (Yours and Mine!)

Let’s Talk Superpowers (Yours and Mine!)

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...
How a former therapist is reshaping advisory firms from the inside out

How a former therapist is reshaping advisory firms from the inside out

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,...
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