The New Face of Wealth: Building Advisory Teams Women Clients Trust
Free WebinarDiscover the 3 common pitfalls most firms encounter when recruiting women and practical ways to avoid them
In today’s evolving wealth management landscape, building inclusive advisory teams isn’t just a nice-to-have—it’s a business imperative. Women bring unique perspectives, deepen client relationships, and drive innovation. Yet many firms struggle to recruit, retain, and empower women advisors to reach their full leadership potential.
Join us for The New Face of Wealth: Building Advisory Teams Women Clients Trust, a dynamic session designed specifically for wealth management leaders and team managers.
You’ll gain actionable insights into:
✔ Why increasing the representation of women in your firm is critical to business growth and client success
✔ The 3 common pitfalls most firms encounter when recruiting women and practical ways to avoid them
✔ The key factors driving talented women out of financial services before they can step into leadership roles
✔ 5 proven strategies to create an empowering culture that supports women to thrive, lead, and help your firm excel
✔ The role men play in building advisory teams that women clients trust
Presented by:
Kathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection, and the host of the Breaking Money Silence® podcast.
She is an internationally published author, speaker, consultant, and coach.
Her firm’s mission is to empower women, couples, and families (and the advisors who serve them) to shatter money taboos and communicate more effectively about financial matters.
Whether you’re leading a boutique advisory team or managing a growing wealth management firm, this webinar will equip you with the tools and confidence to attract, develop, and retain top women talent—and build a team that reflects the future of wealth.