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....
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...
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...
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...
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...
