Summary

Did you know that 70% of women fire their couples’ advisor within one year of the death of their spouse? These women report feeling overlooked and neglected by advisors who they see as catering to their male partners and failing to invest time and energy getting to know them. Once these women control the assets, they walk out the door and take their business to the competition.

Avoid this fate by teaching your advisors to be more couple-friendly.

Learning how to balance both partners’ needs in a client engagement is no easy task. It requires an understanding of the dynamics around couples and money; an awareness of biases related to how partners should make, manage, and invest money (called a Couples’ Mindset); and top-notch communication and mediation skills.

In this presentation, discover how key gender differences impact the meeting, how to overcome objections to meeting jointly, and how being a couple-friendly advisor makes good business sense.

This keynote program provides an overview of couples’ dynamics commonly seen in the advising office, strategies for coaching couples on resolving and accepting differences, and tips and tools for engaging female clients in the planning and investing process.

 Participants take away:

  • The 5 top business reasons to be more couple-friendly
  • Common mistakes advisors make working with couples and how to avoid them
  • Why identifying an advisor’s Couples’ Mindset is an important key to success
  • Practical tactics for balancing both partners’ needs inside and outside the office
  • Creative strategies for engaging couples in wealth conversations and increasing their ability to talk about money matters as a family differences

Format

Live:       60-minute Keynote Presentation or 90-minute Concurrent Workshop
Virtual:  60-minute webinar or 4-part Webinar Series, each 45-minutes in length

In house, half day or full day training for advisors, branch managers, and wholesalers available upon request.

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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