Kathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection, and the author of several books including How To Give Financial Advice to Women: Attracting and Retaining High-Net-Worth Female Clients (McGraw-Hill, 2013). Her mission is to teach financial services professionals how to connect, communicate, and collaborate more effectively with their clients to increase client retention and improve profitability.
As a sought-after keynote speaker, Kathleen has presented at the Barron’s Top Women Advisors Summit, IMCA National Conference, ING Women’s Conference, Merrill Lynch Global Wealth and Investment Management Advanced Education Symposiums, Women Advisor Forums, and many FPA Chapters. In addition, Kathleen has been engaged by financial firms, including Pioneer Investments, TD Ameritrade Institutional, and State Street Global Advisors as a consultant and trainer.
As an expert on financial psychology, Kathleen has been quoted by The Wall Street Journal, MSNBC’s Today Money, Forbes’s ForbesWoman, Thomson Reuters’s Reuters Wealth, and Financial Planning Magazine. She is a regular columnist for Financial-Planning.com and the Women Advisors Forum online. She has written articles for Advisor Perspectives, American Banker, Financial Advisor Magazine, Financial Planning Magazine, Investment and Wealth Monitor, REP Magazine, OnWall Street, and The Wall Street Journal. She has been a guest on The Mutual Fund Store Radio with Adam Bold, WBNW’s Money Matters Radio, and WCBM’s Money, Riches & Wealth.
Kathleen is a faculty member of the Certified Private Wealth Advisor (CPWA) program, an educational course developed by the Investment Management Consultants Association (IMCA) and offered in conjunction with The University of Chicago Booth School of Business. She is also an adjunct lecturer at the McCallum Graduate School of Business at Bentley University, where she teaches “Psychology in Financial Planning.”
Kathleen holds a Master’s Degree in Psychology and an Undergraduate Degree in Finance. She is a Certified Professional Co-Active Coach (CPCC) and a licensed counselor. She is a member of the Financial Therapy Association, the International Coach Federation, the National Speakers Association, the Purposeful Planning Institute, and an affiliate member of the Boston Estate Planning Council.
Her next book, How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients’ Needs, will be published by McGraw-Hill in September of 2013.
When she is not working, Kathleen is an avid alpine skier who lives for the next powder day. In the off-season, she enjoys road and mountain biking, kayaking, and sailing.