Couples and Money

Learn tips and strategies for engaging and retaining couple clients. Take a couple-friendly assessment, watch educational videos, listen to media interviews, and discover tools for helping couples talk more honestly about money.

Women and Wealth

Learn about the psychology of women and wealth, and the essential skills you need to attract and retain them. Take a female-friendly assessment, watch how-to-videos and listen to media interviews about the writing of How to Give Financial Advice to Women.

Videos

Tune in and watch webcasts, media interviews, conference clips, and how-to videos on client communication, couples and money, and women and wealth. A great way to stay up-to-date on the latest industry trends and best practices for attracting and retaining women and couples.

Webinars

Watch insightful and thought-provoking webinars designed specifically for financial service professionals. Whether KBK is the guest expert, or she is interviewing another thought-leader, these webinars offer an easy way to learn more about the women’s market. Includes many complimentary webinars.

Radio Interviews

Listen to KBK as she is interviewed as an expert on women and wealth and couples and money. Topics include the top money issues for couples and how to solve them, finding an advisor who really listens, how to make your business more female-friendly, and more … .

Articles

Read recently published articles by KBK and learn practical strategies for using wealth psychology to better communicate with your clients. Topics include couples and money, facilitating intergenerational wealth conversations, raising financial intelligent children, recruiting women advisors, and more … .