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Harnessing the Power of Working Moms

Harnessing the Power of Working Moms

by Kathleen Burns Kingsbury | Aug 19, 2024 | Podcast Insights, Women and Wealth

Today, we delve into the untapped economic potential of working moms. I had the pleasure of speaking with Carla Titus, a financial expert with over seventeen years of corporate finance planning experience and the founder of Wealth Worth Within, recently for the...
5 Best Practices for Developing a Strategic Plan

5 Best Practices for Developing a Strategic Plan

by Kathleen Burns Kingsbury | Jul 22, 2024 | Podcast Insights

On a recent episode of the Breaking Money Silence Podcast, listeners learned that creating a strategic marketing plan is essential for any business aiming to achieve long-term success. Our guest, Susan Gold, the founding partner of Susan Gold Coaching, shared her 5...
5 Tips for Attracting More Women to Your Wealth Management Firm

5 Tips for Attracting More Women to Your Wealth Management Firm

by Kathleen Burns Kingsbury | Jun 24, 2024 | Podcast Insights, Women and Wealth

Wealth management firms continue to struggle to attract and retain female advisors and women continue to be underrepresented in the financial industry. Recently, I had an interesting discussion with Kate Healy of Advocate IQ on my podcast, Breaking Money Silence where...
Empowering Women Financial Advisors

Empowering Women Financial Advisors

by Kathleen Burns Kingsbury | Jun 12, 2024 | Podcast Insights, Women and Wealth

Recently I had a conversation with Jessica Willis, Founder and CEO of Pocketnest discussing the importance of including women in financial planning practices, the value of women’s perspectives and experiences in creating comprehensive financial plans and the...
5 Tips for Black and Brown Female Advisors

5 Tips for Black and Brown Female Advisors

by Kathleen Burns Kingsbury | May 27, 2024 | Podcast Insights, Women and Wealth

Being a black or brown female advisor in the financial industry comes with its unique set of challenges. From navigating biases to communicating value effectively, there’s a lot to consider. I turned to Lazetta Braxton, a trailblazing advisor and friend, to...
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...
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