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Stop Playing Small: A Call to Keep Marching

Stop Playing Small: A Call to Keep Marching

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...
3 Advisor Myths About the Human Side of Finance

3 Advisor Myths About the Human Side of Finance

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....
The Future of Financial Advice

The Future of Financial Advice

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...
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...
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