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...
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...
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,...
by KBKSPEAKS | Mar 10, 2025 | Communicating Value
Talking about fees can be one of the most uncomfortable conversations for financial advisors. Many professionals in the industry are confident in discussing investments, estate planning, and retirement strategies, yet when it comes to clearly articulating their own...
by Kathleen Burns Kingsbury | Dec 23, 2024 | Communicating Value, Women and Wealth
Here is an excerpt for the second edition of Breaking Money Silence: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life which will be published on Janauary 14, 2025. Click here to pre-order your copy and join the revolution! ...
