Discover the Secret to Women and Wealth

It is time to tap into the economic power of women and wealth and grow your business.

  • Women currently control $8 trillion of assets, and by 2020 this number is expected to rise to $22 trillion.
  • Women-owned businesses are growing at twice the national rate of other businesses and employ 13 million people.
  • Almost 95% of women are the financial decision makers for their families.

The problem is these influential female clients are tired of the traditional, transactional approach to selling financial services. Instead, they want advisors who truly understand their unique financial planning needs, know how to work with couples and money, and are willing to go beyond the numbers. Women simply want more. Is your advisory business up for the challenge?

Free Report: Creating A Female-Friendly Marketing Strategy

Kathleen Burns Kingsbury

Kathleen Burns Kingsbury

Founder, KBK Wealth Connection

KBK Wealth Connection

We are dedicated to teaching financial advisors, bankers, wealth managers, and investment firms how to effectively attract and retain more women and couple clients. Kathleen Burns Kingsbury, the founder of KBK Wealth Connection, has more than two decades of experience empowering women, working with couples and money, and educating professionals. Whether it’s a keynote presentation, financial advisor-training program, or consultation, you can be assured that our work is based on a solid understanding of financial psychology and gender research. At KBK Wealth Connection, we have a commitment to help you grow your business by making sure you are providing a high-quality client experience to all the women, couples, and families you serve.

Contact KBK Wealth Connection

Winner of 2016 IFCA’s Best in Show

The IFCA Annual Awards Competition showcase our industry’s best work and Best in Show is the highest award granted. KBK Wealth Connection partnered with Protective Life Insurance Company and won for its Financially Fit Couple Program.

Take a Look

We were fortunate enough to have KBK speak at both our Multicultural and Women’s Leadership conferences in 2014/15. She spoke about working with families and couples passionately, and inspired our financial advisors to find ways to build deeper connections in their client relationships. We also have further worked with KBK on a curriculum to help our financial advisors continue to connect with the women’s market. She’s a great partner and resource!

Kara Underwood, Head of Diversity and Inclusion, Morgan Stanley Wealth Management

During our sessions, she utilized her psychology skills by asking probing open ended questions and held me accountable for next steps. Kathleen provided me with concrete ideas I could implement between our calls that allowed me time to put concepts into action for our firm. With her direction, I was able to push through some internal hurdles while also reaching my goal of being published nationally in ThinkAdvisor, Women Rocking Wall Street with Sherri Fitts, and the National Financial Educators Council. These events would not have happened without Kathleen’s encouragement.

Kelly A. Shikany, CFP

Participants were very impressed with both your speaking presence and your wealth of knowledge in this area. They found your talk both useful and entertaining—a nice mix, I’d say!

Marlena L. Akhbari, Chair, Department of Finance and Financial Services, Raj Soin College of Business, Wright State University

The (KBK Wealth Connection Card) 'Deck' about…money can be a fun and memorable way to start a new client relationship. It separates me apart from the rest of the pack.

Ginny Poon, BMO Nesbitt Burns, Women’s Conference Attendee

Participants were very impressed with both your speaking presence and your wealth of knowledge in this area. They found your talk both useful and entertaining—a nice mix, I’d say!

Marlena L. Akhbari, Chair, Department of Finance and Financial Services, Raj Soin College of Business, Wright State University

I’ve been working with financial advisors for ten years, and Kathleen is by far the most talented person I’ve come across when it comes to helping advisors understand why their clients are acting as they are.

Kol Birke, Financial Behavior Specialist, Commonwealth Financial Network

Kathleen is a warm and witty coach, trainer, and speaker. Her professional experience in financial services coupled with her coaching skills positions her to be uniquely capable to assist women and men in understanding their relationship with money.

Paula Harris, Cofounder, WH Cornerstone Investments

Kathleen is wonderful at leading a group with humor, encouragement, fun, and useful activities, and a gentle push out of your comfort zone.

Leanna Hamill, Attorney-at-Law, Hamill Law Offices

Aside from being motivated and inspired by her talk, I was moved by Kathleen’s passion for and knowledge about this subject area. Kathleen does a fabulous job of helping business professionals realize their value and become comfortable with their money.

Lisa Peterson, CFP, Principal, Lantern Financial, LLC

Speaking of valuable experiences … I really thought you did an amazing job with the course. I loved the challenge you presented us in having to role-play in front of people. The assignments were extremely informative and fun! And, the lectures were great as well. You have a very relaxed, calming, yet confident way of presenting information that put us all at ease. I got to a point where I looked forward to the break from stress at work to just sit and listen and learn for a few hours on Monday. So, thanks!!

Jennifer Synder, Graduate Student, Bentley University

I just wanted to thank you for a great course, and one that opened my eyes to a different but very real aspect of providing financial planning services. I enjoyed the course, learned a lot, and I hope you continue teaching, because you’re good!!

Michael L. Nickerson, CPA, Principal, Nickerson Professional Association

Not only is Kathleen an engaging writer, she is also a dynamic speaker. After reading her first book, I invited her to deliver the closing presentation at the 2014 Educational Symposium for the Financial Planning Association of the National Capital Area (FPA NCA). The feedback from our members was overwhelmingly positive. Kathleen can engage, entertain, and educate her audience and I highly recommend her for your event.

Marguerita M. Cheng, CFPR, Blue Ocean Global Wealth

Kathleen educated, entertained, and challenged the audience to think differently about their practices. Not only did she set the stage for an interactive group experience, but she left the group excited about how to carry her message going forward. Overall, Kathleen is an authentic, skilled, and engaging speaker who we would definitely work with again.

Sarah Allen and Denise Desautels, Co-Chairs of the Boston Estate Planning Women's Initiative Committee

Kathleen is an energetic and engaging presenter that consistently enhances her audiences’ ability to communicate with clients. The small differences between how men and women like to be communicated to can have huge implications in sales situations. The combination of Kathleen’s professional background and personal experience make her a must-see consultant for any financial advisor looking to strengthen their relationships with female clients and couples.

Chris Bilello, Director of Practice Management, Pioneer Investments

Kathleen’s presentation at the Fidelity women’s event was truly insightful and delivered with confidence and charisma. She connected with the audience through storytelling peppered with data and humor and brought the need for advisors to work more effectively with female clients to life. I would highly recommend Kathleen as a keynote presenter for your next conference.

Allison Taff, CWS®, Senior Vice President, Private Client Advisor, U.S. Trust,
Bank of America Private Wealth Management

Kathleen’s presentation, ‘The Psychology of Advising Couples: Balancing Her Needs with His,’ exceeded our expectations. Energetic, interactive, and full of actionable ideas, her presentation was perfectly tailored for the group: elite–level female financial advisors attending an annual Barron’s magazine conference. Strategic, but also granular, Kathleen’s session featured concrete, real-life examples and our attendees are still talking about it.

Jenna Sabia, Barron’s magazine

Thank you so much for your wonderful presentation this afternoon on ‘Breaking Money Silence’! Being aware of our client’s mindsets and influencers around money is so important to the financial planning work we do. I look forward to learning more and following your work!

Mackenzie Arsenault, CFP®, Cornerstone Financial Planning, Participant in Breaking Money Silence Webinar

How to Give Financial Advice to Women

Discover What Women Really  Want from Advisors

During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don’t trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can’t effectively communicate and establish a trusting relationship with her and her partner. To protect your book of business and be competitive in the 21st Century, you need to be female-friendly and How to Give Financial Advice to Women will show you how. It is your one-stop handbook for attracting and retaining affluent female investors.

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How to Give Financial Advice to Couples

Unlock the Secrets to Working with Couples

Women feel neglected and overlooked by the financial services industry as evidenced by 70% of them firing the couple’s advisor within one year of the death of their spouses. This places your business at risk during times of family transitions. It also represents an opportunity for you to retain and grow your business by being more couple-friendly. Don’t wait for her to walk out the door to your competition. Be proactive and learn how to balance both partners’ needs inside and outside the office. How to Give Financial Advise to Couples teaches you how.

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Creating Wealth from the Inside Out

Client Workbook

A step-by-step guide for changing how you think and feel about money. Using easy, practical tools and techniques, you’ll examine and change your money mindset to support a wealthier and richer life.

As with all personal growth, taking action is key to making change. This workbook and the exercises in each chapter will help you do just that–take action toward a healthier, more financially conscious you.

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