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The Romantic Money Myth Advisors Must Challenge

The Romantic Money Myth Advisors Must Challenge

by Kathleen Burns Kingsbury | Feb 9, 2026 | Financial Conversations, Women and Wealth

As a financial advisor, you know that every couple brings a story about money into your office, often an unspoken one. So, let’s imagine a familiar fairy tale. What really happened to Cinderella after she married Prince Charming? Did they live happily ever after? Or...
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...
Break Money Silence Before It’s Too Late

Break Money Silence Before It’s Too Late

by Kathleen Burns Kingsbury | Sep 8, 2025 | Financial Conversations, Women and Wealth

I sat in a chair next to my 94 year old dad at the Veteran’s Association Unit for dementia patients last week and realized deep conversations with him were something in our past. We laughed together, shared a meal, and took a spin (literally as he is in a wheelchair)...
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...
The Real Challenges of Family Wealth Management — Through Kirby Rosplock’s Eyes

The Real Challenges of Family Wealth Management — Through Kirby Rosplock’s Eyes

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...
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