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...
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...
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...
by Kathleen Burns Kingsbury | Apr 15, 2024 | Communicating Value, Women and Wealth
Your value as an advisor is more than money. It’s the sum of who you are and the unique expertise and perspective you bring to your clients. Many women professionals are reluctant to clearly communicate their value to others for fear of looking salesy or greedy. But...
by Kathleen Burns Kingsbury | Apr 1, 2024 | Communicating Value, Podcast Insights, Women and Wealth
Drawing inspiration from Kathleen Godfrey’s insights on the “Breaking Money Silence” podcast, this blog aims to empower you with practical advice to navigate your career confidently. Know Your Worth and Advocate for It Embrace the fact that your...