Kathleen Burns Kingsbury
Your One-Stop Handbook For Connecting With Affluent Female Investors
During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don’t trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can’t effectively communicate and establish a trusting relationship with her. How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors.
About the Author
Kathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection, and the author of several books including “How to Give Financial Advice to Women” and “How to Give Financial Advice to Couples.” She served on the CNBC Digital Financial Advisor Council, is a thought-leader columnist for “Investment News” and is frequently quoted in publications such as the “Wall Street Journal” and “Reuters.” Kathleen is a faculty member of the Certified Private Wealth Advisor program of IMCA and teaches the Psychology of Financial Planning course at the McCallum Graduate School of Business at Bentley University. She holds a Master’s Degree in Psychology and an Undergraduate Degree in Finance. For more information, visit www.kbkwealthconnection.com.