Summary

According to a recent poll by Money magazine, 70% of couples argue about money. Therefore, it’s not surprising that when couples decide to meet with an advisor to discuss their financial future conflict happens. A skilled couple-friendly advisor is equipped to help these partners identify their values, goals, and dreams and assist them in resolving their diverse viewpoints. By simply providing a place for couples to safely talk about money, an advisor is fostering trust, offering a great value-add service, and increasing the likelihood that the financial plan created will be successful.

For some partners disagreement about money is a symptom of deeper issues in the relationship. In fact, 50% of first marriages in the United States end in divorce with financial conflict listed as one of the top reasons for the breakup. When partners decide to call it quits, its important for advisors to do what is in the best interest of both clients and also protect their advisory business from potential lawsuits. Knowing the options available to advisors and the pros and cons to each are vital in making the best decision for all involved.

In this highly interactive and sometimes humorous session, discover why modern couples need couple-friendly advisors more than ever, how to remain neutral when partners try to put the advisor in the middle of an argument, and how to empower couples to engage in productive wealth conversations.

Participants take away:

  • The top 5 reasons it makes good business sense to be couple-friendly
  • An assessment of the advisor’s conflict mindset and how this impacts the types of couples you attract and retain
  • Tactics for maintaining neutrality when conflicts arise
  • Creative methods for teaching and empowering partners to communicate more effectively about financial differences
  • A list of questions to assess the best course of action should a couple decide to divorce

Format

Live:       60-minute Keynote Presentation or 90-minute Concurrent Workshop
Virtual:  60-minute Webinar

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Speaking Topics

Essential Skills for Advising Couples

Modern Couples, Conflict and You

What Women Want From Advisors

Breaking Money Silence™

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

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

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 understand their relationship with money.

Paula Harris, Co-Founder, 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

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 & 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