Summary

Over the next forty years, women will inherit 70% of the $41 trillion in intergenerational wealth transfers, or $28.7 trillion in assets.  The first thing a woman is likely to do after receiving this inheritance is fire her advisor. She will leave her current firm and hire the female-friendly competition. Not because of your lack of investment performance or because you are not an expert in the field, but because she feels misunderstood, unheard, and overlooked.

All women want is the same time, attention, and service their male counterparts have received from the financial services industry for years.

The economic power of women is on the rise, and to remain relevant and competitive an advisory firm needs to be female-friendly. Women make 85% of the household financial decisions, represent 40% of the primary breadwinners, and are starting business at twice the national rate. These influential clients need good financial advice as their wealth continues to accumulate, and are looking for advisors who are trustworthy, caring, and willing to invest time getting to know them as more than their assets.

In this engaging and thought-provoking presentation, audiences learn about the real opportunity to better serve women, the importance of being gender savvy when marketing to this demographic, and why identifying your ideal female client is an important first step to success.

 Participants take away:

  • A tool for identifying an advisor’s Female-Friendly Quotient
  • The common mistakes well-intended advisors make advising women
  • How male advisors are an important part of the solution in better serving women
  • The secret to establishing and fostering TRUST with women
  • Why pink is not a marketing strategy

Format

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

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