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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...
5 Steps to Unleashing Your True Value

5 Steps to Unleashing Your True Value

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...
5 Tips to Navigate Your Advisor Career Confidently

5 Tips to Navigate Your Advisor Career Confidently

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...
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