by Kathleen Burns Kingsbury | Oct 14, 2024 | Podcast Insights
Today, I’m excited to share insights from my recent conversation with Anita Knotts, the founder and CEO of the Lotus Women’s Institute. With over 30 years of experience in financial services, Anita has dedicated her career to empowering women and people of color in...
by Kathleen Burns Kingsbury | Sep 16, 2024 | Podcast Insights, Women and Wealth
When it comes to your financial advisory career, a healthy culture is crucial for growth, happiness, and success. But what do you do if your gut is telling you it may be time to leave? On a recent episode of the Breaking Money Silence Podcast, Alanah Phillips, a RIA...
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...
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...
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...
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...
