Unleash Your True Value™ for Wealth Management Firms
A transformative opportunity for wealth management firms committed to reshaping the landscape of women in finance.
Unlock Your Firms Untapped Potential
In today’s fiercely competitive landscape, recognizing the strategic advantage of empowering women in wealth management is paramount to unlocking your firm’s untapped potential.
Consider these startling statistics:
- 70% of the wealth transfers from baby boomers to their children will be inherited by women.1
- Nearly half of all women (49%) consider themselves to be the chief financial officer of their household.2
- 30% increase over the past five years of married women making financial household decisions.3
- 70% of women change their advisors within a year of the death of their partner.4
- 51% of the population is female, yet only 27.8% of advisors are women.5
The wealth management sector is at a crucial crossroads, teetering on the edge of immense possibilities. It’s time to grasp this pivotal moment and propel your firm to the forefront by tapping into Kathleen Burns Kingsbury’s specialized consulting services.
- Chief financial officer of their household. 49%
Women Advisor Ratio
- 51% of the population is female.
- Only 27.8% of advisors are women.
%
Women change their advisors within a year of the death of their partner.
Why Invest in Consulting?
Empowering women to excel in wealth management isn’t just a moral imperative—it’s a strategic advantage. By tapping into women’s diverse perspectives and talents, your firm gains a competitive edge, enhances client relationships, and boosts profitability.
Kathleen’s unique value proposition comprises a distinct blend of financial psychology and behavioral change expertise, coupled with extensive experience training advisors. By prioritizing client-centric approaches and shifting mindsets, she has helped reshape the industry and enhanced client retention and satisfaction, leading to increased revenue.
Collaborating with Kathleen focuses on more than reshaping your firm; it involves attracting and retaining more female leaders, fostering diversity, and creating a more inclusive environment.
What Clients Are Saying…
What’s Included:
Unleash Your True Value for Wealth Management Firms is a comprehensive six-month program designed to empower your organization in reshaping the landscape of women in finance. Through a series of dynamic workshops, personalized coaching sessions, and group engagements, participants will delve into the core principles of unleashing their true value while receiving invaluable support and guidance in the following ways:
Live Workshop Kickoff
Jumpstart the Unleash Your True Value™ Program with a dynamic half-day workshop, where you’ll dive into the 5 Pillars for Unleashing Your True Value, engage in peer accountability partnerships, and receive invaluable tips for program success.
Goal Setting Session
Next, you’ll kickstart individual success with personalized 30-minute goal-setting calls, ensuring alignment with program objectives and addressing any questions or concerns.
Monthly Virtual Group Coaching Calls
Delve deeper into program content with 90-minute group coaching sessions Explore topics such as success mindset, communicating value, client experience design, fee conversations, and more.
Accountability Partner Meetings
Foster growth and support with structured monthly accountability partner meetings focused on practicing new skills and reinforcing program concepts.
Office Hours
Access one-on-one support with monthly drop-in office hours, where participants can seek guidance, brainstorm solutions, and receive personalized assistance.
Capstone Project
Conclude the program by completing a True Value Plan and presenting it to the group. Upon completion, attend a personalized 30-minute coaching call to receive feedback and determine next steps in your professional journey.
