Today clients want advisors who are trustworthy, credible and an exceptional communicators. They want advisors who listen, care and offer viable solutions to their increasingly complex financial lives.
Top-producing financial service professionals do more than develop a comprehensive financial plan or sell a product. These professionals understand the psychology of money and wealth, how to balance gender and communication differences in a meeting and how to build and maintain trust over the lifetime of the client-advisor relationship.
KBK Wealth Connection, founded by Kathleen Burns Kingsbury in 2006, is a coaching, consultation and training company dedicated to teaching you how to better meet the needs of your clients. Whether it is tapping into the affluent female market, balancing the needs of couples or more effectively engaging the next generation, we can help.
Kathleen Burns Kingsbury, is a thought-leader in the field of women and wealth and financial psychology, and the author of several books including How to Give Financial Advice to Women: Attracting and Retaining High-Net-Worth Female Clients and How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients’ Needs. She is an international speaker, sought-after wealth psychology expert and an adjunct professor at the McCallum Graduate School of Business at Bentley University where she teaches the “Psychology of Financial Planning.” Read more…