Want to Make Your Job Easier?

Then partner with KBK Wealth Connection, an award-winning consultation and coaching firm with over twenty years of expertise in the field of advising women and couples and training professionals.

Find out why financial services professionals around the world have sought out KBK Wealth Connection to help them harness the economic power of two-fast growing affluent demographics: women and couples.

Contact KBK Wealth Connection

Our satisfied clients include:  

Being Gender Savvy Includes Men Too!

Better serving female investors and their families is not a women’s issue. Change will only happen when men and women work side-by-side.

Watch this video as KBK explains.

Ways to Partner with KBK Wealth Connection

Subject Matter Consultation

Tap into two decades of experience in the psychology of women, couples, and finance. Revive an older program or create a new one.

Content Development

Need an expert article for a trade publication, client handouts, or advisor tip sheets? KBK Wealth Connection offers content development from one page to entire educational programs.

Increase profits by hiring Kathleen Burns Kingsbury to coach your leadership team and your advisors. Learn best practices, what really works with clients, and how to avoid costly marketing mistakes.
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Ready-to-Go Resources

Select from a library of articles, training, and clients workshops and license only the resources you need, when you need them.

I’ve been working with financial advisors for ten years, and Kathleen is by far the most talented person I’ve come across when it comes to helping advisors understand why their clients are acting as they are.

Kol Birke / Financial Behavior Specialist, Commonwealth Financial Network

I just wanted to thank you for a great course, and one that opened my eyes to a different but very real aspect of providing financial planning services. I enjoyed the course, learned a lot, and I hope you continue teaching, because you’re good!!

Michael L. Nickerson, CPA / Principal, Nickerson Professional Association