Morgan Stanley – Women’s Leadership Conference

By February 5, 2018

Date: March 13, 2018

Time: 1:00 - 4:00 p.m. Pacific

Location: Carlsbad, CA

Breaking Money Silence®: How To Help Your Clients Shatter Money Taboos and Start Talking Openly about Finances

Almost half of Americans say that the most difficult topic to discuss with others is personal finance and that they would rather discuss death, politics, or religion.

This societal money taboo is ruining marriages and families, bankrupting businesses, and making it almost impossible for the next generation to be healthy around money. Ironically, it is also hurting many of those in the financial services industry as they are not taught the skills to address the emotional side of money and are encouraged to solely focus on the technical aspects of planning.

In this breakout session, Kathleen Burns Kingsbury will highlight the cost of money silence to clients, advisors, and society, and offer practical strategies for breaking money silence with individuals, couples, and families as a way to fuel business growth.

Attend and discover:

  • The high price you and your clients pay for money silence
  • How your advisor money talk mindset impacts your business success and what to do about it
  • Practical strategies for teaching clients financial communication skills
  • Why joining the Breaking Money Silence® Revolution makes good business sense

All participants receive, “A Call to Action for Financial Advisors: How to How to Lead the Breaking Money Silence® Revolution in Your Industry” from Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Money, and Live a Richer Live published 9/30/2017.